Allied Blenders and Distillers Limited — PPTs, 23-07-2026: Investor Presentation

ABD delivered a solid Q1FY27, with Income from Operations up 5.8% YoY to ₹984 Cr. Growth was fueled by Prestige & Above (P&A) segment volumes, up 10.7%, led by ICONiQ White surging 33.8% to 3.1 Mn cases. Gross Margin expanded by 277 bps to 46.0%.

Strategic focus on premiumisation continues, with P&A volumes targeted to reach 50% by FY28. Backward integration projects and an expanding export footprint to 39 countries are key growth drivers. Recent highlights include the operational PET bottle manufacturing unit (EBITDA accretive), new product launches like Zoya Pink Gin and "The Collective" ultra-luxury whisky, and multiple industry awards for ABD Maestro.

Despite temporary supply chain disruptions, underlying Q1 EBITDA rose 21.4% to ₹144 Cr (LTL), and PAT increased 13.6% to ₹63 Cr (LTL). Strong operating cashflow of ₹174 Cr reduced Net Debt by ₹33 Cr. Management anticipates premiumisation-led revenue growth, sustained investments, and aims for ~18% EBITDA margin and 23-25% ROCE by FY28.