| Management target | Revenue 7.5% FY27 |
|---|
| Revenue growth | 13% YoY for Q1 FY27 |
|---|---|
| Margins | EBITDA margin improved to 10% from 9% YoY |
| Demand visibility | Strong ethanol demand and 20% blending ratio |
| Management confidence | High on premiumization and UP market scale |
Growth
Revenue grew 13% YoY; EBITDA increased 33% to INR 795 Mn; PAT rose 49% to INR 276 Mn.
Outlook
Targeting 15-17% R&O margins; P&A segment nearing EBITDA breakeven; ethanol demand projected to grow 7.5% p.a.
Risks
Raw material feedstock pricing volatility and dependence on state excise policies like UP.
Last quarter's promises, checked
Delivered
- Guided 80-85% capacity utilization → delivered 80% (= BEAT)
- Guided INR 5-7/liter EBITDA for bulk → delivered INR 6.3/liter (= BEAT)
- Guided Delhi recovery to 90% of FY25 → delivered 90% (= BEAT)
Partly delivered
- Guided P&A segment growth 50% → delivered 45% (= PARTIAL)
Missed
- Guided 16-18% R&O sustainable margins → delivered 10% EBITDA margin (= MISS)
Earnings Call filed with NSE, NSE: GLOBUSSPR. Summary written with AI assistance from the document.
Globus Spirits Ltd: key numbers
- Share price
- ₹796.85
- Market cap
- ₹2,507 Cr
- Revenue (annual)
- ₹2,710 Cr
- Net profit (annual)
- ₹91.79 Cr
- P/E (TTM)
- 24.9×Sector 28.6×
- Promoter holding
- 46.74%-3.84% QoQ
- FII holding
- 13.77%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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