Globus Spirits Ltd (NSE:GLOBUSSPR)

Q4 2026 Globus Spirits Ltd Earnings Call Transcript

May 8, 2026 / 06:30 AM GMT

Release Date Price: ₹997.1 (-11.51%)

Transcript

Key Points

Positve

Globus Spirits Ltd (BOM:533104) achieved a strong 80% capacity utilization, with a strategic shift in production from ethanol to a mix of ENA and ethanol.
The company reported a 27% year-over-year revenue increase in the prestige and above (P&A) segment, with volumes rising 31% to 1.19 million cases.
Globus Spirits Ltd (BOM:533104) successfully renegotiated its debt terms, reducing annual debt outflow from 67 crore to 14 crore, unlocking 53 crore of liquidity.
The company has positioned itself to capitalize on ethanol blending mandates and global E&A arbitrage, with facilities geared for large-scale exports.
Internal cash flows and debt optimization have allowed the company to self-fund growth initiatives, reducing the immediate need for external capital.

Negative

The strategic shift from ethanol to ENA resulted in a slight top-line revenue drop due to lower market prices for ENA.
There was a one-time inventory buildup due to extended permissions processes for ENA, impacting Q4 volumes.
The P&A segment reported an EBITDA level loss of Rs. 5 crores in Q4 and Rs. 9.4 crores for the year.
The company faced specific disruptions in Delhi, impacting aggregate growth, with Delhi volumes dropping significantly in Q3 FY26.
The regulars and other segment experienced only a 2% year-on-year top-line growth in Q4, with volumes holding stable, masking underlying strategic shifts.

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

GLOS.NS - Globus Spirits Ltd
Q4 2026 Globus Spirits Ltd Earnings Call
May 08, 2026 / 06:30AM 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 Globus Bridge Limited Q4 and FY26 Earning 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 then 0 on your touchtone phone.

I now hand the conference over to Mr. Suryesh Saman from Stellar Investor Relations Advisor.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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