Allied Blenders & Distillers Ltd
Allied Blenders & Distillers Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
ABD Maestro currently has an annual run rate (ARR) of about Rs. ABD's Prestige & Above (P&A) segment showing strong growth with 8.3% QoQ and 28.8% YoY volume increase, expanding P&A salience to 47.1% from 39.7% in Q2 FY '25, indicating premiumization driving earnings growth. - ICONiQ White doubling volume organically and increasing market share, signaling robust top-line and profitability growth for the brand. - ABD Maestro's ARR at Rs.
From Allied Blenders & Distillers Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- ABD Maestro currently has an annual run rate (ARR) of about Rs. 40 crores and is growing month-on-month, expected to expand distribution domestically and globally in H2 FY '26.
- ICONiQ White has achieved nearly 5 million cases in H1 FY '26 and is on track to reach close to 10 million cases annualized volume within the year.
- Prestige & Above (P&A) category continues growing strongly, with an 8.3% quarterly and 28.8% year-on-year volume growth, increasing its share to 47.1% of total volumes.
- International market expanded from 14 to 30 countries and targets 35 countries by Q4 FY '26; aims to build a 1 million case business in Africa by FY '28 with international contribution expected to rise from 8% to 12%-15% of total revenue with ABDM portfolio roll-out.
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Profitability & Margins
See what Allied Blenders & Distillers Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Completed Rs. 115 crore investment in a PET bottle manufacturing facility in Rangapur, Telangana, operational from Q2 FY '26, producing 600 million bottles annually.
- Single malt distillery in Rangapur, Telangana and ENA distillation capacity expansion in Aurangabad, Maharashtra are ongoing, expected to be operational in Q4 FY '26 and Q4 FY '27 respectively.
- Total capex program of approximately Rs. 527 crore: 25% spent last year, 60% planned for current financial year, and 15% in next financial year.
- Capex funded partly through borrowing while keeping leverage ratios within internal guidelines.
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Top-ranked in Beverages
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The transcript does not explicitly mention the current or expected order book or pending orders for Allied Blenders & Distillers Limited.
- However, the company highlights the growth and expansion of its ABD Maestro (ABDM) business with a current annual run rate (ARR) of about Rs. 40 crores, growing month-on-month.
- ABDM is focused on expanding distribution in key Indian states, global markets, and travel retail with plans to provide detailed data by the end of the financial year.
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Allied Blenders & Distillers Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.0K Cr, net profit ₹38 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Allied Blenders's management said in earlier quarters
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Frequently Asked Questions
What were Allied Blenders & Distillers Ltd Q2 FY26 results?
ABD Maestro currently has an annual run rate (ARR) of about Rs. ABD's Prestige & Above (P&A) segment showing strong growth with 8.3% QoQ and 28.8% YoY volume increase, expanding P&A salience to 47.1% from 39.7% in Q2 FY '25, indicating premiumization driving earnings growth. - ICONiQ White doubling volume organically and increasing market share, signaling robust top-line and profitability growth for the brand. - ABD Maestro's ARR at Rs.
What is Allied Blenders & Distillers Ltd share price analysis?
Allied Blenders & Distillers Ltd currently shows a neutral. The stock trades at a P/E of 77.0 with a market cap of ₹17,178 Cr. Investors should review the full earnings analysis for detailed insights.
Is Allied Blenders & Distillers Ltd planning capital expenditure?
Completed Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.