Globus Spirits Limited — PPTs, 12-11-2025: Investor Presentation

Globus Spirits delivered strong results for Q2 & H1FY26, driven by its growing consumer business. Net revenues for Q2FY26 stood at `660.6 Cr, up 4% year-on-year, with Profit After Tax soaring 1399% to `23.3 Cr from a low base. For H1FY26, revenues hit `1,359.6 Cr (up 6% YoY) and Profit After Tax was `41.9 Cr (up 133% YoY).

The Prestige & Above (P&A) segment is a key growth engine, with revenues up 62% in Q2FY26 and 55% in H1FY26, nearing EBITDA breakeven (3 states are already profitable). The Regular & Others (R&O) portfolio remains a strong cash generator, maintaining 16-18% EBITDA margins. The Manufacturing segment also showed a significant EBITDA recovery, up 710% in Q2FY26.

Strategic focus areas include premiumization, expanding P&A presence across 10 states, and new product launches like DÕAAB 02 Single Malt and Terai Vodka. Management envisions Globus Spirits as a leading Indian alcobev player, targeting `4,500 Cr net revenue and a 50% contribution from consumer brands by FY29.