Awaiting price reaction for this filing.
Allied Blenders and Distillers Limited (ABDL) announced audited Q4 and FY25 results showing strong growth: standalone total income rose to Rs. 8,094.4 crore (vs Rs. 7,675.9 crore in FY24), while standalone PAT jumped sharply to Rs. 200.1 crore (vs Rs. 6.7 crore in FY24), with basic EPS of Rs. 7.38. The Board recommended a final dividend of Rs. 3.60 per share (face value Rs. 2) with record date June 27, 2025 and AGM on July 8, 2025. The Board approved raising funds up to Rs. 1,000 crore through equity shares, convertible bonds, debentures, warrants, preference shares, or other equity-linked securities via public/private offerings, preferential allotment, or QIP, subject to shareholder approval. Additionally, the Board approved a Rs. 29 crore capex to triple bottling capacity at the Derabassi (Punjab) plant from 1 lakh to 3 lakh cases per month within 12 months, funded through borrowings and internal accruals.
Strong earnings turnaround (PAT up nearly 30x YoY) and the first dividend since listing in July 2024 are positives for shareholders. The proposed Rs. 1,000 crore fund raise signals significant growth ambitions but could lead to equity dilution depending on the final structure. Capacity expansion at Derabassi supports future revenue growth, though near-term margins may be impacted by capex.