| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 15.8% YoY income growth, 17.1% QoQ; record 10M cases volume. |
|---|---|
| Margins | Gross margins up 90 bps to 45.3%; impacted by supply disruptions. |
| Demand visibility | Strong; record monthly sales in September and festive season tailwinds. |
| Management confidence | High; focusing on 'Value over Volume' and aggressive P&A segment growth. |
Growth
Income from operations grew 15.8% YoY; prestige and above segments now contribute 56.4% of value sales.
Outlook
Targeting 50 million total cases by FY29 with 450 bps cumulative EBITDA margin expansion from backward integration.
Risks
Global supply chain disruptions caused a ₹29 Cr impact; high net debt-to-EBITDA ratio at 2.2x.
Earnings Call Transcript filed with NSE, NSE: ABDL. Summary written with AI assistance from the document.
Allied Blenders & Distillers Ltd: key numbers
- Share price
- ₹702.20
- Market cap
- ₹19,641 Cr
- Revenue (annual)
- ₹3,923 Cr
- Net profit (annual)
- ₹228.3 Cr
- P/E (TTM)
- 86.1×Sector 26.2×
- Promoter holding
- 78.95%-1.96% QoQ
- FII holding
- 4.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Allied Blenders & Distillers Ltd
All →Allied Blenders & Distillers Investor Presentation: Key Takeaways
Q2FY27 revenue ₹1,152 Cr (+15.8%), EBITDA ₹143 Cr (+10.0%), margin 12.4% (-66 bps), PAT ₹69 Cr (+9.7%). Record 10.0 Mn case volume; premiumisation and P&A-led strategy.
Allied Blenders & Distillers Results Update
Allied Blenders reported Q2FY27 income from operations of ₹1,152 crore, up 15.8% YoY, with PAT of ₹69 crore. Record volumes and newly commissioned plants supported the growth.
Allied Blenders & Distillers Management Change
Allied Blenders re-appointed Balaji Swaminathan as Independent Director for five years from February 2027. The board also sought shareholder approval via postal ballot.
Allied Blenders & Distillers Q2 FY27 Results: Net Profit ₹69 Cr, Up 9.7% YoY
Allied Blenders & Distillers Ltd reported revenue from operations of ₹2,086 Cr (+6.8% YoY) and net profit of ₹69 Cr (+9.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹69 Cr · +9.7% YoY
Allied Blenders & Distillers ED Probe / Tax Survey
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Allied Blenders & Distillers Legal & Regulatory
Allied Blenders and Distillers Limited disclosed a Directorate of Revenue Intelligence visit regarding an industry-wide HSN code review. The company confirmed no financial or operational impact.