PICCADILNSEPiccadily Agro Industries LimitedMediumNeutral
Announced Sat, 2 May · 11:52 IST

Piccadily Agro Industries Limited has informed the Exchange about Schedule of meet,Presentation,Transcript and Link of Recording

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

PICCADIL · price

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Price reaction · full curve 14 horizons · vs prior close
+0.7%1-day move
₹606.00
prior close
₹618.85
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AI summary

Piccadily Agro Industries crossed INR 1,000 crore revenue in FY '26, with standalone revenue growing 28% YoY to INR 1,143 crore and PAT up 33% to INR 140 crore. The Alco-Bev business grew 42% to INR 908 crore with EBITDA margins at 31.5%. Key expansions include the Indri distillery (78 to 220 KLPD) and a new Chhattisgarh plant (200 KLPD), taking total capacity to 450 KLPD. The company filed for demerger of its sugar business to focus on global Alcobev operations. Management guided for 60-70% revenue growth in FY '27, driven by new product launches, capacity ramp-up, and premiumization. The company aims for 3-4x revenue growth in 3-4 years and targets becoming a top 5 global single malt brand.

Likely market impact

The strong FY '26 results and bold FY '27 growth guidance of 60-70% signal robust demand for Piccadily's premium IMFL portfolio. The demerger of sugar business will make the company a pure-play Alcobev play, likely re-rating the stock. The expansion in capacities removes previous supply constraints, positioning the company for accelerated growth.