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Allied Blenders & Distillers Ltd

Q4 FY26Beverages

Allied Blenders & Distillers Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹595
Market cap₹17.2K Cr
P/E77.0
Updated23 Aug 2026
Read4 min read

The short version

Company targets mid-teens consolidated top-line growth, supported by strong P&A (Premium & Above) sales growth close to high teens. Company targets mid-teens consolidated top-line growth, driven by scaling ICONiQ White, arresting de-growth in other millennial brands, and expanding ABD Maestro's super-premium/luxury portfolio.

From Allied Blenders & Distillers Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Company targets mid-teens consolidated top-line growth, supported by strong P&A (Premium & Above) sales growth close to high teens.
  • ICONiQ White is a key growth driver, already at 12+ million cases, expected to scale further domestically, in CSD channel, and internationally (present in 9 countries).
  • ABD Maestro portfolio aims to cross ₹100 crore ARR in FY27, with expansion into more states and travel retail.
  • New product launches planned: Prestige brandy and Prestige vodka targeting a huge 30-40 million case segment; premium brand launch expected in H2 FY27.
  • OC Blue and Sterling Reserve to stabilize with refreshed A&P efforts and packaging, aiming to arrest decline and bring low single-digit growth.

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Profitability & Margins

See what Allied Blenders & Distillers Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • ABD is focused on disciplined execution of strategic, EBITDA-accretive backward integration projects (Page 8).
  • Setting up a malt plant (12 KLPD) aimed at supporting own malt consumption and launching a single malt within 3 years (Page 17).
  • PET plant commissioned covering 70-75% of packaging requirements to reduce cost (Page 11).
  • Planned UP distillery and bottling plant expected in H2 FY27, providing substantial margin leverage including saving ₹27 franchise fee per unit (Page 15).
  • Capex funded via internal accruals and borrowing without breaching debt covenants (Page 13).
  • Targeting 300 bps gross margin expansion by FY28 and incremental 100 bps by FY29 through backward integration and price increases (Page 8).

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Top-ranked in Beverages

Ranked on what management guided this quarter

Guidance-ranked
1Piccadily Agro Industries Ltd
Rev 1Mar 3
2Varun Beverages
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 3Mar 1
5
Rev 3Mar 3
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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 in the provided document does not explicitly mention details on the current or expected order book or pending orders for Allied Blenders & Distillers Limited. However, some relevant growth and expansion initiatives include: - ICONiQ White is growing strongly with billing started in the CSD channel and exports to 9 countries, with expectations for increased international footprint. - ABD Maestro portfolio is expanding with plans to roll out 2 new brands and extend availability from 11 states to more during FY27. - The company is working on launching premium brands, including a “Prestige” vodka and brandy in the medium to long term.

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Allied Blenders & Distillers Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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 Q4 FY26 results?

Company targets mid-teens consolidated top-line growth, supported by strong P&A (Premium & Above) sales growth close to high teens. Company targets mid-teens consolidated top-line growth, driven by scaling ICONiQ White, arresting de-growth in other millennial brands, and expanding ABD Maestro's super-premium/luxury portfolio.

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?

ABD is focused on disciplined execution of strategic, EBITDA-accretive backward integration projects (Page 8).

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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.