Announced Fri, 15 May · 24:14 IST

Q4 and FY26 Earnings Presentation on the Audited Financial Results (Standalone and Consolidated) of the Company for the Quarter and Financial Year ended 31.03.2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

ABDL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.5%1-day move
₹552.50
prior close
₹538.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.7-0.3+1.3+2.6-4.5-3.8-3.5-2.8-2.8-1.9+2.3+13.5+11.9
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AI summary

Allied Blenders and Distillers reported record FY26 performance with Income from Operations of ₹3,949 Cr (up 11.5% YoY) and EBITDA of ₹568 Cr (up 25.8%), delivering EBITDA margin of 14.4% versus 12.7% in FY25. Q4 FY26 showed Income from Operations of ₹1,020 Cr and highest-ever quarterly EBITDA of ₹182 Cr with 17.9% margin. P&A segment volume grew 26.8% YoY, with ICONiQ White crossing 10.7 Mn cases (up 87.8%). Gross margin expanded 350 bps to 45.6% driven by favourable input costs and backward integration benefits. Operating cashflow improved to ₹362 Cr. The company declared dividend of ₹5.4 per share (270%). PAT for FY26 stood at ₹220 Cr, though Q4 PAT declined to ₹38 Cr due to higher tax expenses including ₹45.45 Cr for earlier years.

Likely market impact

Strong margin expansion and premiumization strategy positions ABD well for continued profitable growth. The multi-year capex program targeting 300 bps EBITDA margin improvement by FY28 is on track, with PET facility already operational and ENA/malt distilleries progressing as planned.