Globus Spirits Limited has informed the Exchange about Investor Presentation
GLOBUSSPR · price
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Globus Spirits released its Q4 & FY26 investor presentation showing strong financial recovery. FY26 revenue grew 7% YoY to Rs. 27,081 Mn with EBITDA jumping 68% to Rs. 2,728 Mn, improving margins from 6% to 10%. Profit after tax surged 280% YoY to Rs. 949 Mn. Consumer business is transforming with P&A segment nearly reaching EBITDA breakeven (loss reduced from Rs. 162 Mn in FY25 to Rs. 94 Mn in FY26), while R&O delivered steady 18% EBITDA margins. Manufacturing segment showed strong recovery with EBITDA per litre improving from Rs. 2 in FY25 to Rs. 6.2 in FY26. The company operates 6 distilleries with 334 Mn litres capacity and has expanded its premium portfolio with 5 new launches in FY26 and Q1 FY27 including DÔAAB 02 Single Malt Whisky and Terai Tequila. Q4FY26 revenue declined 12% QoQ due to lower ENA pricing and seasonal factors but core markets in Rajasthan and UP showed growth.
The significant margin improvement and near breakeven in the high-growth P&A segment signals the transformation strategy is working. Strong manufacturing cash flows and improving consumer business profitability position the company well for sustained growth, though near-term Q4 revenue decline may create some short-term pressure.