Q1 2027 Allied Blenders and Distillers Ltd Earnings Call Transcript
Key Points
- Allied Blenders and Distillers Ltd (NSE:ABDL) reported a 5.8% year-on-year growth in income from operations, reaching INR984 crores.
- The Prestige and Above portfolio grew by 10.7%, outperforming the industry growth in this segment.
- Gross margin expanded by 277 basis points to 46%, supported by favorable input costs and backward integration.
- ICONiQ White, a key brand, delivered a 33.8% growth in Q1 FY27, maintaining its status as the world's fastest-growing millionaire whiskey brand.
- The company expanded its international footprint to 39 countries, reinforcing its position as a leading spirits exporter by volume.
- Profitability was impacted by global supply chain disruptions, with an estimated negative impact of INR24 crores during the quarter.
- PAT decreased to INR45 crores from INR56 crores in Q1 FY26, reflecting a decline in profitability.
- The mass premium and other categories showed modest growth of only 2.3% year-on-year.
- There are ongoing challenges with overdue payments from the Telangana government, amounting to INR200 crores.
- The company faces potential risks from geopolitical developments and near-term input cost volatility, which could affect future margins.
Ladies and gentlemen, good day, and welcome to the Allied Blenders and Distilleries Limited Q1 FY27 earnings conference call hosted by Antique Stock Broking Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Abhijeet Kundu. Thank you, and over to you, sir.
Thank you. It's our absolute pleasure to host the management of Allied Blenders and Distillers Limited for the Q1 FY27 results call. Over to Mr. Mukund, Head of Investor Relations and Chief Risk Officer for further proceedings. Thank you.
Good evening, everyone, and thank you for joining our Q1 FY21 results conference call. I hope you have received a copy of our results presentation. I would like to urge you to go through this along with the disclaimer slides.
Today, we have with us from the management of ABD, Mr. Amar
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