Allied Blenders and Distillers Limited — PPTs, 29-01-2025: Investor Presentation

**Financial Highlights:** Q3FY25 showed significant growth for Allied Blenders and Distillers Limited, with total income hitting ₹2,346 Cr., up by 12.4% quarter-over-quarter. EBITDA surged to ₹120 Cr. (12.3% margin), a 14% increase from Q2FY25 and nearly doubling year-over-year. PAT reached ₹57 Cr., reflecting a remarkable 94.7% year-over-year climb.

**Strategic Initiatives and Growth Drivers:** The company has been focusing on premiumization, with improvements in product mix leading to a jump in revenue contributions from premium and luxury categories. Key initiatives include the acquisition of the Woodburns whisky brand and a strategic investment in the Rock Paper Rum brand, aimed at expanding operations in high-growth segments.

**Business Developments:** The Board has approved the acquisition of the Woodburns brand for ₹39.5 Cr., which will enhance ABD's portfolio in the super premium whisky segment. Additionally, a deal was made for a 51% stake in Good Barrel Distillery for ₹9 Cr., aimed at enhancing the premium rum category.

**Market Position and Competitive Advantage:** ABD stands as the third-largest spirits company by sales volume in India, driven by a robust brand portfolio that includes leading brands in key segments such as whisky and rum. The company is strategically expanding its reach into both domestic and international markets with a focus on growing its premium product lines.

**Investor Implications:** The strong Q3 results paired with strategic acquisitions position ABD for sustained growth. The ongoing push toward premiumization and expansion into lucrative markets offers a positive outlook, making shares worth monitoring for potential appreciation.