Allied Blenders and Distillers Ltd (BOM:544203)

Q1 2026 Allied Blenders and Distillers Ltd Earnings Call Transcript

Jul 30, 2025 / 10:30 AM GMT

Release Date Price: ₹493.7 (+1.32%)

Transcript

Key Points

Positve

Allied Blenders and Distillers Ltd (NSE:ABDL) reported a 22.5% increase in consolidated income from operations, reaching INR 930 crores.
The company's EBITDA margin expanded to 12.8%, an improvement of 277 basis points year-on-year.
Profit after tax surged five times to INR 56 crores compared to the previous year.
The P&A portfolio volume growth outperformed the industry with a strong growth of 46.9% across multiple markets.
Backward integration initiatives are expected to support approximately 300 basis points of EBITDA margin improvement from Q4 FY27 onwards.

Negative

The mass premium category's overall volume growth was stable, with sales volume maintained at 4.6 million cases, indicating limited growth in this segment.
Higher promotional, sales, and distribution costs led to an increase in operating expenses.
The company faces challenges in the Maharashtra market due to a recent tax hike, which may impact margins.
Receivables from the Telangana state are anticipated to normalize gradually, indicating potential cash flow issues.
The super premium and luxury segment is in the investment phase and is not expected to contribute to EBITDA for the next two years.

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

ALLE.NS - Allied Blenders and Distillers Ltd
Q1 2026 Allied Blenders and Distillers Ltd Earnings Call
Jul 30, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Allied Blenders and Distillers Limited Q1 FY26 results conference call hosted by Anti Stockbroking Limited. As a reminder, all participant lines will be in the listen-only mode. And there will be an opportunity for you for asking questions after the 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 now hand the conference over to Mr. Abhijit Gundu.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.