Investor presentation on the financial results for the half year and year ended March 31, 2026.
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Monika Alcobev reported FY26 total revenue of Rs 310 Cr, up 30% YoY from Rs 238 Cr in FY25, with PAT growing 39% to Rs 32 Cr. H2FY26 revenue stood at Rs 191 Cr, up 24% YoY. EBITDA for FY26 was Rs 55 Cr (13% growth) but EBITDA margins compressed to 18% from 20% in FY25, due to higher advertising and promotion spends for brand building. The company onboarded Jinro (world's #1 spirit/Soju) and Licor 43 (world's fastest growing liqueur) as new brand additions. Geographically, it entered the Keralam market to strengthen South India presence and saw strong double-digit growth in core markets of Delhi, Haryana, and Maharashtra. The company is an importer and distributor of 100+ premium global alcohol brands with presence across 25+ Indian states and 9,500+ touchpoints.
Revenue growth is strong at 30%, but EBITDA margin compression of 200 bps is a near-term headwind. The new product launches (Jinro, Licor 43) and geographic expansion could drive better margins going forward, though elevated A&P spends may continue in the near term.