Allied Blenders & Distillers Ltd
Allied Blenders & Distillers Q3 FY26: Capex ₹525 Cr
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #4 of 9 in Beverages
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Allied Blenders & Distillers Ltd Q3 FY26 key numbers
- Revenue
- P&A segment: Expected to grow fastest with volumes increasing from 12-13 million cases to 17-18 million over 3-5 years.
As stated in Allied Blenders & Distillers Ltd's Q3 FY26 earnings call transcript · published 29 Oct 2026. Reported figures, not investment advice.
The short version
P&A segment: Expected to grow fastest with volumes increasing from 12-13 million cases to 17-18 million over 3-5 years. ABD expects mid-double-digit value growth driven by premiumization and volume growth in P&A and mass premium segments.
From Allied Blenders & Distillers Ltd's Q3 FY26 earnings-call transcript · updated 30 Oct 2026.
Revenue & Sales Performance
- P&A segment: Expected to grow fastest with volumes increasing from 12-13 million cases to 17-18 million over 3-5 years. Targeting single-digit market share in this large segment for significant value and EBITDA impact.
- Post UK FTA: Opportunity to enter and profitably participate in the value Scotch segment (about 50% of luxury segment volumes), currently untapped.
- Mass Premium segment: Recovery expected in Telangana with normalized volumes by Q4 FY '26; low single-digit volume growth anticipated going forward.
- New brand launches: Three new brandies planned across mass premium, Prestige, and premium segments; new launches in P&A non-whisky segment (brandy and vodka) targeting 30 million cases.
- ABDM luxury portfolio: Strong double-digit growth in volume and mid-double-digit growth in value expected; revenue doubling quarter-on-quarter.
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Profitability & Margins
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Capital Expenditure Plans
- UP Investment (₹110 crore):
- Setting up a fully automated bottling facility (~₹40 crore) to start by Q3 FY '27.
- Expected to save ₹27 per case franchise fee.
- Optional future expansion of ENA distillation capacity.
- Maharashtra Bottling Expansion (₹54 crore):
- At Minakshi subsidiary's Aurangabad facility.
- Support Western region and international market growth.
- Improve operational efficiency, reduce logistics cost.
- Expected operational by Q4 FY '27.
- Capex Guidance:
- Total announced capex till Q3 FY '27 is ~₹525 crore.
- Additional ₹150 crore announced in new projects, totaling ~₹700 crore.
- Focus on cost-effective, time-bound, and margin-accretive projects.
- Investments supported by internal accruals with disciplined leverage.
- Other Projects:
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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
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Allied Blenders & Distillers Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.1K Cr, net profit ₹69 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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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Allied Blenders & Distillers Ltd Q3 FY26 results?
P&A segment: Expected to grow fastest with volumes increasing from 12-13 million cases to 17-18 million over 3-5 years. ABD expects mid-double-digit value growth driven by premiumization and volume growth in P&A and mass premium segments.
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 89.0 with a market cap of ₹19,865 Cr. Investors should review the full earnings analysis for detailed insights.
Is Allied Blenders & Distillers Ltd planning capital expenditure?
UP Investment (₹110 crore): - Setting up a fully automated bottling facility (~₹40 crore) to start by Q3 FY '27.
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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.