Som Distilleries & Breweries Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

- UP Plant Phase 1: Completed with close to INR300 crores spent; commercial production started in June 2026; no pending capex for Phase 1. - UP Plant Phase 2: Planned distillery expansion; permissions applied for; execution clarity expected in 3-4 months. - Capacity Expansion Strategy: Focus on leveraging contract manufacturing in states with overcapacity rather than building new plants in every state. - Andhra Pradesh Market: Entry planned with direct sales starting September 2026; permissions from Karnataka export pending. - No new major plant additions currently planned besides optimizing existing facilities. - Emphasis on improving manufacturing efficiency, supply chain growth, compliance, and managing raw material risks. - Management shows optimism on resolving Madhya Pradesh plant issues to resume production, aiding capacity utilization. Overall, capex is mainly concentrated on completing and optimizing UP Plant Phase 2 and addressing operational challenges.

The transcript of the Q1 FY27 Earnings Call for Som Distilleries & Breweries Limited does not explicitly mention details about the current or expected order book or pending orders. Key highlights related to operations and business include: - The UP brewery has been successfully commissioned, adding around 10 million cases of annual beer capacity. - Focus is on ramp-up, capacity utilization, and market penetration of the new facility. - Operational disruption in Madhya Pradesh has affected volumes significantly. - Other plants in Karnataka, Odisha, and Hassan are performing well with good capacity utilization. - No specific data on order book or pending orders was disclosed during the call. Thus, there is no direct reference to the current or expected order book or pending orders in the provided transcript.