Globus Spirits Ltd (NSE:GLOBUSSPR)

Q2 2026 Globus Spirits Ltd Earnings Call Transcript

Nov 17, 2025 / 09:30 AM GMT

Release Date Price: ₹1189.5 (-0.32%)

Transcript

Key Points

Positve

Globus Spirits Ltd (BOM:533104) reported a 4% year-on-year increase in standalone revenues for Q2 FY26, reaching 661 crore.
The company's EBITDA for the quarter rose by 89% year-on-year to 63 crore, with margins at 9%.
The prestige and above category saw a significant revenue growth of 55% year-on-year, indicating strong performance in higher-end products.
The company is expanding its geographical footprint, aiming to be present in 17 states, which includes entering new markets like Uttar Pradesh and CSD.
Globus Spirits Ltd (BOM:533104) is focusing on innovative product launches, such as the new luxury Terrai vodka and the limited edition Dwarb expression 02, enhancing its premium product offerings.

Negative

The regular and other category experienced only a marginal volume growth in Rajasthan due to realignment of excess inventory at retail outlets.
The company's operations in Delhi have been impacted by changes in excise policy, leading to tempered industry volumes.
Despite the growth in the prestige and above category, the company is still in touching distance of break-even in some states.
The manufacturing business's long-term strategic guidance suggests margins will stabilize at 5-7%, indicating potential pressure on profitability.
The company faces challenges in expanding its presence in states like West Bengal, Delhi, and Haryana due to unfavorable policies for the regular and others category.

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

GLOS.NS - Globus Spirits Ltd
Q2 2026 Globus Spirits Ltd Earnings Call
Nov 17, 2025 / 09:30AM 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 Glous Spirits Limited Q2NH1F 26 earnings conference call. 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 the conference call, please signal an operator by pressing 100 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Suashamant from Cellar Investor Relations Advisors.

Thank you, and over to you, Mr. SAM.

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Unidentified_2 [2]
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