Transcript of Earning Calls for 4QFY26 held on May 15, 2026
ABDL · price
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Allied Blenders & Distillers reported record FY26 performance with consolidated revenue of Rs 3,949 crore (11.5% growth) and highest-ever EBITDA of Rs 568 crore (25.8% growth) with 14.4% margin. Q4 showed continued momentum with EBITDA margin expanding to 17.9%. The company declared dividend of Rs 5.4 per share (270%). ICONiQ White reached 10.7 million cases, becoming one of the fastest-growing millennial spirit brands globally. Management expects FY27 to maintain margins at FY26 levels despite short-term geopolitical pressures, with upside from UK FTA, Telangana price hike, and backward integration benefits in H2. ABD Maestro luxury portfolio (10 brands) targets Rs 100 crore revenue in FY27. The company guided 18% EBITDA margin by FY28 (upgraded from 17%), implying 300 bps gross margin expansion from capex benefits.
Strong execution with 7 consecutive quarters of profitable growth positions ABD well for sustained shareholder returns. The margin expansion roadmap through backward integration and premiumization provides visibility on profitability improvement over the next 3 years.