Som Distilleries & Breweries Ltd (BOM:507514)

Q3 2026 Som Distilleries and Breweries Ltd Earnings Call Transcript

Feb 12, 2026 / 10:30 AM GMT

Release Date Price: ₹87.67 (+0.21%)

Transcript

Key Points

Positve

Som Distilleries & Breweries Ltd (BOM:507514) achieved a strong 46% increase in their IMFL segment, highlighting the effectiveness of their premiumization strategy.
The company successfully achieved financial closure for both phases of their 570 crore greenfield project, providing long-term funding visibility.
Gross margins improved despite a decline in revenue, reflecting operational efficiency and an improved product mix.
The company is focused on expanding its premium offerings and is well-positioned to capitalize on upcoming opportunities.
Som Distilleries & Breweries Ltd (BOM:507514) is making progress on its greenfield project, expected to enhance production capabilities significantly.

Negative

The company posted subdued numbers in Q3 FY26 due to unexpected cold weather conditions in key markets, leading to a 24% year-on-year decline in beer volumes.
Net profit for the quarter was only INR55 million with a margin of 2.2%, reflecting volume and pricing pressures.
There was a decline in realization per case for IMFL, indicating pricing pressures across the category.
Higher financing costs and increased depreciation due to higher working capital utilization and capital expenditure impacted profitability.
The suspension of the license at the Bhopal plant could potentially impact Q4 numbers if not resolved quickly.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SDB.NS - Som Distilleries and Breweries Ltd
Q3 2026 Som Distilleries and Breweries Ltd Earnings Call
Feb 12, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Somme Distillers and Breweries Limited Q3 and 9 months FY26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after this presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Dewaran from Som Distillers andreweries for the opening remarks.

Thank you and over to you.

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