Awaiting price reaction for this filing.
Allied Blenders and Distillers (ABD), India's largest spirits company by volume, posted record-high FY25 results with EBITDA up 81.7% YoY to ₹451 crore and PAT jumping to ₹195 crore from just ₹2 crore in FY24. Full-year revenue from operations grew 6.2% to ₹3,541 crore, while EBITDA margin expanded by 530 basis points to 12.7%. Q4FY25 was even stronger, with revenue from operations up 21.4% YoY at ₹935 crore, EBITDA up 141.5% at ₹150 crore (margin at 16.1%), and PAT at ₹79 crore versus a small loss in Q4FY24. The Board recommended a 180% dividend (₹3.6 per share). The company highlighted its third consecutive strong quarter post its July 2024 IPO, with premiumisation driving P&A volume salience to 42.4%, ICONiQ White brand growing 151%, and new luxury/super-premium launches gaining traction.
Strong beat on profitability and margins, combined with a healthy dividend, signals robust business momentum and is likely to be viewed positively by investors. Continued premiumisation, capacity additions, export expansion to 23 countries, and India-UK FTA benefits provide a supportive growth outlook going forward.