Allied Blenders and Distillers Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allied Blenders & Distillers reported Q3 FY26 consolidated income up 2.8% to ₹1,004 crore, with EBITDA rising 14.1% to ₹137 crore and PAT up 10.9% to ₹64 crore, driven by premiumization and backward integration. P&A volumes grew 16.9%, with ICONiQ White now at a 12 million case annual run rate. Management targets double-digit Q4 sales growth, expecting Telangana market normalization. Strategic focus remains on margin expansion via backward integration (18% EBITDA margin target by FY28), new product launches, and international market expansion. Net debt reduced to ₹785 crore. The outlook reflects confident execution of premiumization and capacity building.