Associated Alcohols & Breweries Ltd. — PPTs, 20-05-2026: Investor Presentation

AABL's Q4FY26 results showed mixed revenue but solid profit growth. Net Revenue dipped 2% YoY to ₹238.5 Cr, while Profit After Tax rose 5% to ₹23.5 Cr. Gross Profit and EBITDA margins improved thanks to lower raw material costs and operational efficiency. For the full year, Net Revenue was ₹1,019.4 Cr (-5% YoY) with PAT up 9% to ₹88.5 Cr, and EPS at ₹47.42. IMFL Proprietary volumes jumped 37% in Q4, and ENA sales soared 129%.

AABL's strategy focuses on expanding proprietary IMFL brands, aiming for 50% of non-ethanol revenue by FY30, and becoming a Pan-India player. Recent developments include the soft launch of RTD in Madhya Pradesh, new premium brandy/tequila planned for H1FY27, and acquiring SDF Industries for ₹30.85 Cr to boost Kerala bottling operations. Management forecasts 25-30% YoY growth for proprietary IMFL, with expansion primarily funded by internal accruals, backed by a strong balance sheet with minimal debt.