Q4 2026 Associated Alcohols & Breweries Ltd Earnings Call Transcript
Key Points
- Associated Alcohols & Breweries Ltd (BOM:507526) reported a 32% year-on-year volume growth in its proprietary IMFL business for FY26.
- The company gained 1.5% market share in Kerala, becoming the third biggest private player in the state.
- AABL announced the acquisition of SDF Industries Limited, which is expected to enhance operational efficiencies and strengthen in-house bottling capabilities.
- The company commissioned a 6,000 KLPD malt facility, enhancing its in-house capabilities and strengthening its whiskey portfolio.
- AABL plans to launch its own single malt within the next 18 months, reflecting a focus on quality, consistency, and craftsmanship.
- The overall top-line growth remained flat due to the transition from an IMFL licensing agreement to a contract manufacturing model.
- Ethanol volumes decreased by 35% year-on-year due to oversupply in the industry, impacting revenue.
- The company faces increased costs in packaging materials due to geopolitical tensions and rising crude prices.
- Margins in the IMFL proprietary segment are expected to decrease from 22% to 15-17% due to higher marketing expenses.
- The ethanol business reported a loss on an EBIT basis, dragging down overall margins and return on capital employed.
Ladies and gentlemen, good day and welcome to the Associated Alcohols and Breweries Limited Quarter 4 and FY26 earnings conference call hosted by Go India Advisors.
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 star. Then zero on your touchstone phone. Please note that this conference is being recorded.
I now hand the conference over to Miss Ritisha from GoAdvisors.
Thank you and over to you ma'am.
Thank you. Good afternoon, everyone. It's my pleasure to welcome you on behalf of Associated Alcoholics and Breweries Limited.
Thank you for joining us today for Quarter 4 and FY26 earnings call. We have with us Mr. Anshuman Kedia, full-time Director and CEO Mr. Sushar Bhandari, full-time Director and Mr. Dilip Kumar Inani, Chief Financial Officer. Please note that today's
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