Fratelli Vineyards Limited (541741) Earnings Call Transcripts

Fratelli Vineyards Limited's Latest Earnings Call - Q4 FY2026

Fratelli Vineyards Limited reported a strong Q4 FY '26 with a 13% year-on-year revenue growth, reaching INR 36 crores, while full-year revenue remained flat at INR 184 crores due to regulatory disruptions. The company achieved breakeven at the operating profit level with a positive EBITDA of INR 1 crore for FY '26, signaling improved operational efficiencies. Management guided for a 30% revenue growth in FY '27, supported by the expansion of their RTD segment and continued strength in the luxury wine category.

Reported metrics

Guidance from management

Management expects a 30% revenue growth in FY '27, with plans to achieve PAT breakeven. They anticipate continued strength in the luxury segment and significant expansion in the RTD category.

What management said

Yes. So our plan and our guidance for this financial year of FY '27 is to deliver a growth of approximately 30%. With that in line, and as I mentioned, with the operating efficiencies coming into play, we believe PAT breakeven will be achieved.

So the RTD market with respect to wine is approximately between INR 500 crores to INR 600 crores. It is one of the fastest-growing segments across any alcohbev category at the moment with a growth of about 25% year-on-year. Therefore, we believe it's a category we believe in, and we will continue to invest in this category over the next few years.

What analysts pressed on

Analysts expressed concerns regarding the impact of regulatory disruptions on revenue growth and the competitive landscape, particularly with the potential entry of foreign winemakers due to free trade agreements. They also inquired about the timeline for achieving PAT profitability and the scalability of the RTD segment.

Main topics on the call

• Revenue Growth Acceleration — Fratelli Vineyards achieved a 13% year-on-year revenue growth in Q4 FY '26, with net revenue from operations increasing to INR 36 crores from INR 32 crores in Q4 FY '25. Management noted, 'market conditions began to norm...
• Operating Profit Breakeven — The company reported a positive EBITDA of INR 1 crore for FY '26, indicating a significant improvement in operational efficiency. Management stated, 'we achieved breakeven at the operating profit level,' reflecting tight...
• Regulatory Challenges — Full-year revenue growth was hindered by regulatory disruptions in key markets, particularly in Maharashtra and Telangana. Management acknowledged that 'regulatory disruptions...during the first half of FY '26' impacted ...
• Luxury Segment Performance — Fratelli's luxury portfolio grew by 15% year-on-year, with flagship brand J'noon achieving a remarkable 44% growth. Management emphasized, 'our luxury portfolio continued to perform well during the year, reinforcing our ...

Read the full Fratelli Vineyards Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 Fratelli Vineyards Limited earnings call transcripts on record, spanning November 18, 2024 to June 2, 2026. Based on this history, Fratelli Vineyards Limited reports quarterly. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

541741

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Beverages

Calls on record

6

First call

November 18, 2024

Most recent

June 2, 2026

Reporting cadence

quarterly