Allied Blenders and Distillers Limited — PPTs, 04-11-2025: Investor Presentation

Allied Blenders and Distillers delivered a strong performance for the financial results for the quarter and half-year ended September 30, 2025. For Q2, operating income rose 14.4% to ₹995 Cr, with PAT up 32.3% to ₹63 Cr. For the half-year, operating income grew 18.2% to ₹1,925 Cr, and PAT soared 102.1% to ₹119 Cr. This growth was largely fueled by robust Prestige & Above (P&A) segment volume, which surged 36.9% for the half-year, significantly expanding EBITDA margins to 12.9%.

A key strategic focus is portfolio premiumization and margin enhancement through backward integration. The company recently commissioned its PET bottle manufacturing plant in September, a move expected to improve supply chain efficiency and enhance gross margins by ~300 bps over the next 2-3 years. ABD also expanded its export footprint to 30 countries, with premium brands like ICONiQ White gaining strong global recognition, while its ABD Maestro luxury portfolio garnered several international awards.

Management looks forward to continued profitable growth in the second half, supported by stable market conditions and potential margin benefits from the UK FTA, particularly for its luxury offerings.