GLOBUSSPRNSEGlobus Spirits Limited· Brew/DistilleriesMediumNeutral
Announced Fri, 9 Jan · 16:53 IST

Globus Spirits Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GLOBUSSPR · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Globus Spirits shared its Q3 & 9MFY26 investor presentation showing strong financial performance. Total revenue grew 19% YoY to Rs 7,164 Mn in Q3FY26, with EBITDA jumping 112% YoY to Rs 782 Mn. For 9MFY26, revenue rose 10% to Rs 20,760 Mn and EBITDA climbed 67% to Rs 2,008 Mn, while profit after tax surged 293% to Rs 733 Mn. The Manufacturing segment was a standout, with Q3 EBITDA soaring 1,051% YoY to Rs 391 Mn driven by ethanol/ENA sales. The Prestige & Above (luxury) segment is nearing EBITDA breakeven, with losses narrowing 59% YoY in Q3. Management outlined geographic expansion plans into 10 new states by FY29 and new product launches including DOAAB 02 Single Malt Whisky, Terai Vodka, and Carib Strong Beer.

Likely market impact

Strong quarter with margin recovery and profitability beats across segments is positive for shareholders. The luxury (P&A) segment nearing breakeven signals improving unit economics, while manufacturing's sharp turnaround de-risks the business. Growth visibility from new state expansion and premium product launches could support further re-rating, though sustainability of P&A momentum remains key to watch.