Q3 2025 Som Distilleries and Breweries Ltd Earnings Call Transcript
Key Points
- Som Distilleries & Breweries Ltd (BOM:507514) achieved a robust 13.6% year-on-year growth in consolidated income for Q3 FY25.
- The company reported a 19.5% increase in net profit for the quarter, reflecting sustainable profitability.
- The introduction of new brands like Legend and Woodpecker has been successful, with Legend recording 18 lakh cases in nine months.
- The company has reduced its debt by 37% over nine months, showcasing financial prudence and positive cash flows.
- Som Distilleries & Breweries Ltd (BOM:507514) is expanding its footprint in high-potential markets such as UP, Rajasthan, Delhi, Jharkhand, and the Northeast.
- Volume for some brands, such as Black Fort, has been declining, necessitating expansion into new states to arrest this trend.
- The company faces challenges with excise policy changes, particularly in Karnataka, affecting pricing and consumption patterns.
- There is uncertainty regarding the impact of potential alcohol bans in certain areas of Madhya Pradesh, although the company does not foresee a significant impact.
- Despite strong fundamentals, the company has faced difficulties in raising funds from mutual fund houses.
- Capacity utilization during the lean season was relatively low, with the Odisha plant operating at only 34%.
Ladies and gentlemen, good day, and welcome to the Som Distilleries & Breweries Limited conference call. (Operator Instructions) Please note that this conference recorded. I now hand the conference over to Mr. Arora. Thank you, and over to you, sir.
Thank you. Good afternoon, everyone, and thank you for joining us to discuss our Q3 FY25 performance call. It's always a pleasure to connect with you valued investors and analysts. And I extend a warm welcome to each one of you on behalf of Som Distilleries & Breweries Limited.
Looking at the quarter going ahead, we demonstrated resilience on the value front and adaptability and managed to deliver strong volume performance. Our volumes, we achieved a total of 50 lakh cases with beer volumes growing to 47 lakh cases or 4.7% year-on-year growth.
Our IMFL has grown to 3.4 lakh cases, 25% year-on-year growth during the quarter. Key brands such as Hunter, Black Fort and Power have continued to perform well. And our
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