Som Distilleries & Breweries Ltd (NSE:SDBL)

Q2 2026 Som Distilleries and Breweries Ltd Earnings Call Transcript

Nov 17, 2025 / 10:30 AM GMT

Release Date Price: ₹121.59 (+0.10%)

Transcript

Key Points

Positve

Som Distilleries & Breweries Ltd (BOM:507514) reported a year-on-year growth of 15.1% in EBITDA, indicating strong operational performance.
The company achieved a gross profit margin expansion to 41.06% in Q2 FY26, up from around 40% in the previous year.
Introduction of the new brand 'Sunny Beaches' has been successful, with availability in approximately 5,000 outlets and positive market reception.
The company is focusing on premiumization and portfolio expansion, including the launch of single malt whiskey and other premium brands.
Progress on the greenfield project in Farrukhabad, Uttar Pradesh, is on track, which is expected to enhance sales and market reach in the northern region.

Negative

Total income decreased by 7.2% year-on-year, indicating a decline in overall revenue.
Beer volume performance was down by approximately 19%, primarily due to underperformance in Karnataka caused by taxation issues.
The company's capacity utilization is declining, which could impact operational efficiency.
Interest costs have risen sharply due to high utilization of cash credit limits, despite no significant increase in debt.
The company faces challenges in market share recovery in Karnataka, having lost about 5.5% in the first half of the year.

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

SDB.NS - Som Distilleries and Breweries Ltd
Q2 2026 Som Distilleries and Breweries Ltd Earnings Call
Nov 17, 2025 / 10:30AM 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 Somme Distilleries and Breweries Limited Q2 and H1F526 earnings conference call. As a reminder, all participant lines will be in the listenonly mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note this conference is being recorded. I now hand the conference over to Mr. Dewakadan Suty Narayana.

Thank you and over to you, sir.

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Unidentified_2 [2]
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