Globus Spirits Limited has informed the Exchange about Investor Presentation
GLOBUSSPR · price
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Globus Spirits released its revised Q1FY26 investor presentation showing strong operational performance. Net revenue rose to Rs 6,990 Mn (up 9% YoY, 7% QoQ), with EBITDA at Rs 600 Mn (up 20% YoY, 40% QoQ) and PAT at Rs 185 Mn (up 13% YoY, 194% QoQ). Capacity utilization improved sharply to 81% from 67% in Q3FY25, while bulk alcohol sales reached 54.52 Mn litres (up 11% YoY). The Prestige & Above segment is nearing breakeven with an EBITDA margin of -3% and saw volumes jump 40% QoQ. Management highlighted that maize has been secured at fixed prices covering 17% of consumption, margins in the Regular & Others segment are stabilizing around 17%, and the upcoming UP distillery (expected Q3FY26) will reduce cost of goods by 13%. The company also reduced debt by Rs 400 Mn in the quarter.
Positive for shareholders — strong YoY and QoY profit growth, improving capacity utilization, stable margins backed by fixed-price maize contracts, and ongoing debt reduction all signal improving operational leverage. The UP project and foray into beer add long-term growth optionality.