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GLOBUSSPR · price

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▲ 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

-13.1%1-day move

₹1129.00

prior close

₹1115.00

base price

After-mkt

timing

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-8.1-7.6-7.0-10.5-13.1-16.5-17.1-17.5-19.8-21.3-24.4-25.4-21.1—

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AI summary

Globus Spirits released its Q4 & FY26 investor presentation showing strong financial recovery. FY26 revenue grew 7% YoY to Rs 27,081 Mn with EBITDA up 68% to Rs 2,728 Mn and PAT surging 280% to Rs 949 Mn. The Consumer business posted 39% YoY revenue growth with P&A segment nearing EBITDA breakeven (-6% in FY26 vs -62% in FY24). Manufacturing segment showed margin recovery with EBITDA per litre improving from Rs 2 in FY25 to Rs 6.2 in FY26. Management highlighted geographic expansion plans to 11 new states/UTs by FY29 while maintaining premiumization focus.

Likely market impact

The company demonstrates strong turnaround with margin expansion across segments. Near-breakeven P&A segment and improved manufacturing profitability signal sustainable growth ahead. Geographic expansion could drive incremental volumes.