Allied Blenders and Distillers Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allied Blenders and Distillers reported robust FY26 consolidated income of ₹3,949 Cr (+11.5% YoY), highest-ever EBITDA of ₹568 Cr (+25.8% YoY) with 14.4% margin, and PAT of ₹220 Cr. ICONiQ White volume reached 1.07 Cr cases. The Board recommended a dividend of ₹5.4/share.

Management projects mid-teens consolidated top-line growth. FY27 EBITDA margins are targeted to maintain FY26 levels, with H2 tailwinds from UK FTA, Telangana price hikes, and backward integration. Strategic focus on premiumization aims for P&A volume growth in high teens by FY28. Backward integration is set to boost EBITDA margins by 300 bps by FY28. New vodka and premium whisky launches are planned, with a single malt within three years.