AABL Q1FY27 Investor Presentation: IMFL Growth, Ethanol Weakness

Mgmt Guided Margin PressurePromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ASALCBR · price

Loading chart…

▲ 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

—1-day move

₹822.00

prior close

₹800.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-1.5-1.0-0.9-0.9——————————

Up moveDown movePending

AI summary

AABL Q1FY27 net revenue rose 5% YoY to Rs 2,809 Mn, but EBITDA fell 20% to Rs 299 Mn with margins compressing to 11% from 14%. PAT declined 25% to Rs 178 Mn. IMFL Proprietary revenue grew 58% YoY and volumes rose 40%. Ethanol segment posted a loss of Rs 47 Mn due to oversupply expected to continue through the year. Company acquired SDF Industries for Rs 30.85 Cr to strengthen Kerala presence and plans Tequila and premium Brandy launches in Q2FY27.

Likely market impact

Mixed quarter - IMFL Proprietary momentum strong but ethanol drag and margin compression weigh. Acquisition and premium launches support growth outlook.