Q4 2025 Radico Khaitan Ltd Earnings Call Transcript
Key Points
- Radico Khaitan Ltd (BOM:532497) reported an impressive 28% volume growth in Q4 FY25, marking the highest quarterly growth in the past three years.
- The company achieved its highest-ever turnover of INR4,851 crores, with EBITDA of INR668 crore and PAT of INR341 crores for FY25.
- Radico Khaitan Ltd (BOM:532497) is set to introduce two new luxury brands in FY26, reinforcing its premiumization strategy.
- The company has seen significant market share gains in Andhra Pradesh, increasing from 10% in H1 to 23% in Q4.
- The partnership with celebrity Kriti Sanon as a brand ambassador is expected to elevate the Magic Moments Vodka brand further.
- The company faces potential challenges from state governments possibly increasing taxes due to reduced consumer prices from the UK Free Trade Agreement.
- Interest costs increased sequentially due to higher working capital utilization during the quarter.
- There is uncertainty regarding the exact timing of cost benefits from the UK Free Trade Agreement due to pending government notifications.
- The regular category volume was impacted by state-specific industry-related issues and ongoing strategic rationalization of the portfolio.
- The company has a net debt of close to INR600 crores, with plans to reduce it by 35-40% in FY26, indicating a significant financial obligation.
Ladies and gentlemen, good day and welcome to the Radico Khaitan Q4 FY25 result conference call, hosted by Dolat Capital Markets Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Himanshu Shah from Dolat Capital Markets Private Limited. Thank you, and over to you, sir.
Thank you, Navya. Good afternoon, everyone. At this moment, we would like to thank Radico Khaitan Management Team for providing Dolat Capital with the opportunity to host the Q4 FY25 earnings call.
We have with us the senior leadership team from the Radico Khaitan, Mr. Abhishek Khaitan, MD and CEO; Mr. Amar Sinha, Chief Operating Officer; Mr. Dilip Banthiya, Chief Financial Officer; and Mr. Sanjeev Banga, President, International Business.
I will now hand over the call to Mr. Abhishek Khaitan, MD and CEO for his opening remarks. Over to you, sir.
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