SULANSESula Vineyards LimitedMediumNeutral
Announced Wed, 6 May · 19:51 IST

Sula Vineyards Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

SULA · 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 14 horizons · vs prior close
+3.3%1-day move
₹173.50
prior close
₹172.00
base price
After-mkt
timing
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-0.5+0.3+0.2-1.1+3.3+0.1-4.3-5.0-6.1-8.9-9.5-11.3-12.9
Up moveDown movePending
AI summary

Sula Vineyards reported Q4 FY26 revenue of INR 142.6 Cr, up 7.1% YoY, marking a return to growth driven by improved own brands traction and strong wine tourism (+17.5% YoY). Elite & Premium portfolio grew 10.6% YoY with salience improving to 79%. However, gross margin compressed by 745 bps due to higher blended grape costs and a one-off gain in Q4 FY25 base. Operating EBITDA declined 2% YoY to INR 27.8 Cr with margin at 19.5%. For full FY26, revenue fell 4% to INR 596.2 Cr while PAT dropped 63% to INR 25.7 Cr, partly due to one-time WIPS unwinding benefit of INR 10.4 Cr in FY25. Wine Tourism crossed INR 100 crore for the first time in FY26. The company launched 'The Haven' resort adding 50 keys and signed agreement to acquire Chandon's 19-acre wine estate in Dindori, Nashik for tourism expansion.

Likely market impact

While Q4 showed sequential improvement with revenue returning to growth, the company continues to face margin pressure from rising grape costs and portfolio mix shifts toward premium wines. Wine tourism remains a strong growth driver. The stock may see mixed reaction given the margin compression despite revenue recovery.