Allied Blenders and Distillers Limited Q1 FY26 earnings call summary

Earnings call of 30 Jul 2025, summarised by AI from the filing.

P&A salience rose to 46.2% of volume and 55.8% of value from 36.9% and 46.1% in Q1 FY25.

Key takeaways

1. Change P&A salience rose to 46.2% of volume and 55.8% of value from 36.9% and 46.1% in Q1 FY25.
2. Driver ICONiQ White at 2.3 million cases in Q1, about 50% of FY25 full-year volume, driving premiumization.
3. Risk Maharashtra excise hike impact unclear until MML policy announced; Telangana overdues not released in June-July.

Original filing on BSE

Allied Blenders and Distillers Limited Q1 FY27 results

As filed: Revenue ₹1,809 cr (+2% year on year), EBITDA ₹115 cr (+3% year on year), PAT ₹45.4 cr (−19% year on year), EBITDA margin 6.4% (+8 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹1,909 cr (−1% year on year), EBITDA ₹169 cr (+24% year on year), PAT ₹37.6 cr (−52% year on year), EBITDA margin 8.9% (+183 bps). Score 38 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 183 bps year on year. Tax rate 63%. Profit fell 41% from last quarter. Share price after the results: +16.8% in 29 days (Nifty 500: −0.1%).
• Q3 FY26: Revenue ₹1,934 cr (−17% year on year), EBITDA ₹136 cr (+16% year on year), PAT ₹63.7 cr (+12% year on year), EBITDA margin 7.0% (+202 bps). Score 40 of 100, In line with trend. EBITDA margin rose 202 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +3.3% in 29 days (Nifty 500: +0.1%).
• Q2 FY26: Revenue ₹1,953 cr (−4% year on year), EBITDA ₹126 cr (+22% year on year), PAT ₹63.0 cr (+31% year on year), EBITDA margin 6.5% (+138 bps). Score 54 of 100, In line with trend. EBITDA margin rose 138 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −6.4% in 30 days (Nifty 500: +0.3%).
• Q1 FY26: Revenue ₹1,776 cr (+1% year on year), EBITDA ₹112 cr (+51% year on year), PAT ₹56.0 cr (+300% year on year), EBITDA margin 6.3% (+212 bps). Score 70 of 100, Above trend. EBITDA margin rose 212 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 8% from last quarter. Share price after the results: +2.8% in 30 days (Nifty 500: −2.0%).
• Q4 FY25: Revenue ₹1,935 cr (+10% year on year), EBITDA ₹136 cr (+123% year on year), PAT ₹79.0 cr, EBITDA margin 7.0% (+356 bps). Score 76 of 100, Above trend. EBITDA margin rose 356 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 17% from last quarter. Share price after the results: +3.4% in 29 days (Nifty 500: +0.5%).
• Q3 FY25: Revenue ₹2,342 cr, EBITDA ₹116 cr, PAT ₹58.0 cr, EBITDA margin 5.0%. Not scored. No result for the same quarter last year.
• Q2 FY25: Revenue ₹2,029 cr, EBITDA ₹104 cr, PAT ₹48.0 cr, EBITDA margin 5.1%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Allied Blenders and Distillers Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (24 Jul 2026), Results deck (23 Jul 2026)
• Q4 FY26: Earnings call (15 May 2026), Results deck (14 May 2026), Results press release (14 May 2026)
• Q3 FY26: Earnings call (30 Jan 2026), Results deck (29 Jan 2026)
• Q2 FY26: Earnings call (6 Nov 2025), Results deck (4 Nov 2025)
• Q1 FY26: Earnings call (30 Jul 2025), Results deck (29 Jul 2025), Results press release (29 Jul 2025)
• Q4 FY25: Results deck (15 May 2025)
• Other events: Strategy deck (7 Nov 2025), Strategy deck (25 Aug 2025), AGM (8 Jul 2025)