RADICONSERadico Khaitan Limited· Brew/DistilleriesMediumNeutral
Announced Wed, 5 Nov · 13:38 IST

Radico Khaitan Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RADICO · 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

Awaiting price reaction for this filing.

AI summary

Radico Khaitan has shared an investor presentation covering its strategy, brand portfolio, and recent financial performance. For Q2 FY2026, net revenue rose 33.8% year-on-year to Rs. 1,493.9 crore, with EBITDA up 45.4% to Rs. 236.1 crore and EBITDA margin expanding to 15.8% from 14.5% a year ago. H1 FY2026 net revenue grew 33.2% to Rs. 3,000 crore, while EBITDA jumped 50.3% to Rs. 466.8 crore. The company highlighted that Prestige & Above brands now contribute 46.1% of IMFL volume and 71.4% of IMFL revenue, with this premium segment growing at a 13% CAGR since FY2019. It also showcased luxury launches such as Rampur Indian Single Malt, Jaisalmer Indian Craft Gin, and Spirit of Victory 1999, and noted exports to over 100 countries.

Likely market impact

The strong margin expansion to 15.8% in Q2 and continued premiumisation-led growth signal healthy operating leverage and improving profitability, which is positive for shareholders. The aggressive luxury brand push and global expansion plans could support long-term valuation, though execution risks in new premium categories remain.