Globus Spirits Ltd (NSE:GLOBUSSPR)
₹ 1,134.1 +25.25 (+2.28%) Market Cap: 32.85 Bil Enterprise Value: 37.10 Bil PE Ratio: 146.92 PB Ratio: 3.24 GF Score: 70/100
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Q4 2025 Globus Spirits Ltd Earnings Call Transcript

May 20, 2025 / 10:00 AM GMT
Release Date Price: ₹1081.3 (-2.09%)

Key Points

Positve
  • Globus Spirits Ltd (BOM:533104) reported a significant 26% year-on-year growth in consumer business revenues, with a remarkable 186% growth in the prestige and above segment.
  • The company has successfully expanded its brand portfolio, launching 7 new brands across whiskey, gin, vodka, and rum segments, enhancing its market presence.
  • The manufacturing business saw improvements with EBITDA margins rising to 3% in Q4 FY25, despite capacity constraints due to upgradation activities.
  • Strategic initiatives such as the commencement of corn oil production from maize are expected to provide additional revenue streams and buffer against raw material price volatility.
  • The company is progressing well with its multi-feed distillery project in Uttar Pradesh, expected to be commissioned in Q3 FY26, which is a key growth area for the company.
Negative
  • Finance costs increased by INR 20 crore due to changes in the working capital mix and increased financing for the prestige and above segment.
  • Depreciation expenses rose by INR 26 crore due to the capitalization of expansion projects in West Bengal and Jharkhand.
  • The company experienced a decline in manufacturing business revenue share from 67% in FY24 to 61% in FY25, indicating a shift towards consumer revenues.
  • There are concerns about potential margin pressures due to increased competition in the Uttar Pradesh market, where established players like Radico and India Glycols are present.
  • The company faces challenges in maintaining high margins in the IMIL segment, especially with the expansion into new markets like Uttar Pradesh, which may initially dilute margins.


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

GLOS.NS - Globus Spirits Ltd
Q4 2025 Globus Spirits Ltd Earnings Call
May 20, 2025 / 10:00AM 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 Global Spirits Limited Q4 and 525 earnings conference call. As a reminder, all participant lines will be in the less only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal and operator by pressing 0 and attached to phone. Please note that this conference is being recorded. I now hand the contents over to Mr. Rick Hatingraga from Sheller Investor Relation advisors.

Thank you and over to you, sir.

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Unidentified_2 [2]
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