SULANSESula Vineyards LimitedMediumNeutral
Announced Wed, 13 May · 15:18 IST

Sula Vineyards Limited has informed the Exchange about Transcript

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
-1.8%1-day move
₹166.05
prior close
₹164.84
base price
In-mkt
timing
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+0.2+0.3-1.8-3.5-4.8-3.0-3.6-3.8-6.4-6.2-9.1
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AI summary

Sula Vineyards returned to growth in Q4 FY26 with revenue up 7% YoY to ₹142 crores, driven by a 5% rise in own brands and 17% growth in Wine Tourism. The elite and premium portfolio led with double-digit growth, pushing the segment share to 79% in Q4. Wine Tourism crossed the ₹100 crore milestone for the first time, with footfalls exceeding 4 lakh visitors. However, gross margins were impacted by a shift in grape mix towards more expensive wine grapes (350-400 bps impact) and a one-off gain comparison from Q4 FY25. The company acquired Chandon's 19-acre estate in Dindori, Nashik for Wine Tourism expansion, with regulatory approvals pending. Net debt improved slightly to ₹280 crores, and the Board recommended a dividend of ₹2 per share.

Likely market impact

The Q4 recovery signals improving demand trends, but margin pressures from grape mix will persist for 2-3 quarters. Wine Tourism is emerging as a strong growth engine with 19% revenue share, supported by the 50% capacity expansion to 154 keys.