Allied Blenders and Distillers Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ABDL delivered a strong Q1 FY26. Income rose 22.5% YoY to ₹930 Cr, EBITDA surged 56.4% to ₹119 Cr (12.8% margin), and PAT grew 5x to ₹56 Cr. Volume increased 17.2% to 8.5 million cases, driven by 6.2% higher realization per case. The premiumization strategy is paying off, with the P&A portfolio now 46.2% of total volume. ICONiQ White continues strong growth at 2.3 million cases this quarter. New premium launches like Golden Mist (brandy) and Russian Standard Vodka are expanding high-margin offerings. Backward integration projects are on track, with full benefits expected to add 300 bps to EBITDA margins by Q4 FY27. Debt slightly reduced. Management is confident in strategic direction.

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