Allied Blenders and Distillers Ltd (NSE:ABDL)

Q2 2026 Allied Blenders and Distillers Ltd Earnings Call Transcript

Nov 6, 2025 / 10:30 AM GMT

Release Date Price: ₹642.1 (-4.46%)

Transcript

Key Points

Positve

Allied Blenders and Distillers Ltd (NSE:ABDL) reported a 14.4% increase in consolidated income from operations, reaching INR 995 crores in Q2 FY26.
The company's EBITDA grew by 23.6% year-on-year, with an improved margin of 13.1%.
The flagship brand, Officer's Choice, gained incremental market share and continues to lead the mass segment in India.
The Prestige and Above (PNA) category maintained growth momentum with an 8.3% increase versus Q1 FY26 and a 28.8% year-on-year volume increase.
The company has expanded its international presence from 14 to 30 countries in 18 months, highlighting the success of its high-margin export model.

Negative

The mass premium category witnessed a 5% growth decline due to regulatory intervention in one of the southern states, impacting short-term pipeline.
The company faces challenges from state-level regulatory changes and the rise of local brands in certain regions.
The increase in net debt by INR 127 crores is primarily due to CapEx investments.
The average cost of borrowing remains high, although it has reduced by 140 basis points to 8.2% in H1 FY26.
The company is still awaiting the clearance of overdue payments from the Telangana government, with total dues close to INR 700 crores.

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

ALLE.NS - Allied Blenders and Distillers Ltd
Q2 2026 Allied Blenders and Distillers Ltd Earnings Call
Nov 06, 2025 / 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 Allied Blenders and Distillers Q2 H1FI26 post earnings conference call hosted by Anti Stock Broking Limited. 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 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 this conference is being recorded. I now hand the conference over to Mr. Abhijit Kundu.

Thank you and over to you, sir.

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Unidentified_2 [2]
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