Globus Spirits Limited has informed the Exchange about Investor Presentation
GLOBUSSPR · price
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Globus Spirits reported Q1FY26 standalone revenue of Rs. 6,990 Mn (up 7% QoQ, 9% YoY) and EBITDA of Rs. 600 Mn (up 40% QoQ, 20% YoY), with PAT jumping 194% QoQ to Rs. 185 Mn. Capacity utilisation rose sharply to 81% from 67% in Q3FY25, driven by better raw material availability. The Prestige & Above (P&A) segment saw volumes up 40% QoQ and revenue up 36% QoQ, with EBITDA margin improving to -3% from -12% in FY25 as the segment neared breakeven. Regular & Others margins held steady at 17%, supported by a 4.35% price hike in Rajasthan from April 2025. The company reduced debt by Rs. 400 Mn, forayed into beer with the CARIB brand in UP, and is on track to commission a new distillery in UP by Q3FY26, which is expected to cut product cost by 13%.
Strong sequential jump in EBITDA (+40% QoQ) and PAT (+194% QoY) signals improving operating leverage and the P&A segment turning the corner. The combination of higher capacity utilisation, stable margins in the core business, and the UP capacity coming onstream could be supportive of earnings growth, though P&A is still loss-making and Delhi policy uncertainty remains a watchpoint.