Allied Blenders and Distillers Limited has informed the Exchange about Investor Presentation
ABDL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Allied Blenders and Distillers (ABDL) shared its Capital Markets Day 2025 presentation titled 'From Scale to Value', outlining a multi-year transformation roadmap through FY28. FY25 results showed a strong turnaround: revenue rose 6.2% to ₹3,541 crore, EBITDA jumped 82% to ₹451 crore with margins expanding from 5.5% to 12.7%, and PAT surged to ₹195 crore from just ₹2 crore in FY24. Management guided for further margin expansion, targeting gross margin above 45% and EBITDA margin of ~17% by FY28, supported by ₹450 crore of backward integration investments in PET bottles, ENA distillation, and a new Single Malt distillery. Export revenue grew 15.7% to ₹206 crore, with plans to expand from 27 to 35 countries by March 2026. The company also showcased its premium portfolio push, led by flagship Officer’s Choice (India’s #1 spirits export brand) and fast-growing ICONiQ White whisky.
Positive for shareholders — clear multi-year roadmap to double EBITDA margins, deleverage balance sheet (Net Debt/EBITDA already down to 1.5x from 3.0x), and grow ROCE to 23–25% signals strong value creation. Investors should watch execution on premiumization, export expansion, and the Single Malt distillery ramp-up as key triggers.