Globus Spirits Limited — PPTs, 12-11-2024: Investor Presentation

**Financial Highlights:** For H1 FY25, Globus Spirits reported net revenues of ₹12,800 Mn, up 12.5% YoY. Despite facing pressures from rising input costs, EBITDA reached ₹824 Mn, a decrease of 28.5% from the previous year, with an EBITDA margin of 6%. Profit after tax fell 88.1% YoY to ₹161 Mn, reflecting substantial challenges in operational efficiency.

**Strategic Initiatives and Growth Drivers:** The company launched several new products, including the Dōaab India Craft Whisky and Terai India Craft Gin, contributing to a positive outlook. The strong growth in the Prestige & Above segment, with revenue reaching ₹240 Mn (an impressive 270% increase YoY), indicates strong market acceptance of premium offerings.

**Business Developments:** The transition to a new dispatch portal in Delhi caused short-term disruptions, but operations normalized by October, and the company is on track to cross ₹100 Cr in revenue for FY25.

**Market Position and Competitive Advantage:** The company continues to expand its presence across seven states, targeting growth in both the Prestige and Regular segments. This expansion strategy positions Globus Spirits favorably in a competitive market.

**Investor Implications:** With an emphasis on product innovation and capacity upgrades, the company is well-positioned to enhance profitability and drive long-term growth. Investors should monitor the ongoing capital projects and overall market trends that could influence performance in the upcoming quarters.