Allied Blenders and Distillers Limited (ABDL) Earnings Call Transcripts

Allied Blenders and Distillers Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Allied Blenders and Distillers Limited (ABDL) reported strong financial results, with consolidated revenue reaching INR 1,020 crores, up 9.1% year-on-year. For the full fiscal year, total income from operations was INR 3,949 crores, reflecting an 11.5% increase, and net profit after tax (PAT) hit a record INR 220 crores. Management maintained guidance for mid- to high-teens revenue growth in FY '27, driven by premiumization strategies and new product launches, while also signaling potential margin expansion due to favorable market conditions and cost management initiatives.

Reported metrics

Guidance from management

Management expects mid- to high-teens revenue growth in FY '27, with stable EBITDA margins compared to FY '26. They anticipate benefits from backward integration projects and price increases in key markets to support margin recovery in the latter half of the fiscal year.

What management said

Thank you, Abhijit. Good evening, everyone, and thank you for joining our Q4 FY '26 results conference call. I hope you have received a copy of our results presentation. I would like to urge you to go through this along with the disclaimer slides. Today, we have with us from the management of ABD, Mr. Shekhar Ramamurthy, Executive Deputy Chairman; Mr. Alok Gupta, Managing Director; Mr. Amar Sinha, Managing Director...

I think just to answer the second part of your question on transition, I think we are already at a fairly clear stage of transition and hopefully should announce it within this quarter. And I think things are progressing very well.

What analysts pressed on

Analysts expressed concerns regarding potential margin pressures due to geopolitical tensions and inflation. There were also questions about the performance of mass premium brands like Officer's Choice and Sterling Reserve, and how management plans to address these challenges while maintaining growth in the premium segment.

Main topics on the call

• Strong Revenue Growth — ABDL achieved consolidated revenue of INR 1,020 crores in Q4 FY '26, marking a 9.1% increase year-on-year. For FY '26, total income from operations was INR 3,949 crores, up 11.5% from the previous year, indicating robust...
• Record EBITDA and PAT — The company reported its highest-ever EBITDA of INR 568 crores for FY '26, a 28.5% increase year-on-year, with an EBITDA margin of 14.4%. PAT also reached a record INR 220 crores, reflecting improved gross margins and op...
• Premiumization Strategy — Management highlighted that premium and above (P&A) products contributed 57.3% of overall sales during FY '26. The focus on premiumization is expected to continue driving growth, with plans to expand the ABD Maestro port...
• Guidance for FY '27 — Management maintained guidance for mid- to high-teens revenue growth in FY '27, supported by premiumization and new product launches. They expect EBITDA margins to remain stable compared to FY '26, with potential for exp...

Read the full Allied Blenders and Distillers 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 Allied Blenders and Distillers Limited earnings call transcripts on record, spanning January 30, 2025 to July 24, 2026. Based on this history, Allied Blenders and Distillers Limited reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ABDL

Exchange

NSEI

Country

IN

Sector

Consumer Staples

Industry

Beverages

Calls on record

6

First call

January 30, 2025

Most recent

July 24, 2026

Reporting cadence

quarterly