Allied Blenders and Distillers Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allied Blenders & Distillers posted strong Q2 FY'26 results: consolidated income grew 14.4% to 995 Cr, EBITDA rose 23.6% to 130 Cr (13.1% margin), and PAT increased 32.3% to 63 Cr. Volume was up 8.4%, driven by premiumization, with Prestige & Above salience at 47.1%. ICONiQ White doubled volumes YoY, reaching 5M cases in H1. A new 115 Cr PET bottle plant was commissioned, enhancing margins. Management is optimistic about Q3 festive demand, expanding internationally to 35 countries by Q4 FY'26, and resolving Telangana dues. Strategic capex for single malt (2029 launch) and ENA expansion are on track, signaling a confident long-term growth outlook.