Allied Blenders and Distillers Ltd
Q4 and FY26 Earnings Presentation on the Audited Financial Results (Standalone and Consolidated) of the Company for the Quarter and Financial Year ended 31.03.2026
RESULTS
▲ Positive Development
LOW RISK
📅 Filed on BSE: 15 May 2026, 12:14 AM IST · BSE ID: aecc8e79-ec44-4e47-a155-a814bbe11d98
View Original BSE Filing (PDF)
💡
In Simple Terms
The company's full-year revenue and profits increased, and its board proposed a higher dividend payment to shareholders.
🤖 AI Summary
- Allied Blenders and Distillers reported consolidated Income from Operations of ₹3,949 Cr for FY26, up 11.5% YoY.
- Consolidated EBITDA for FY26 reached ₹568 Cr, increasing by 25.8% YoY, with a 14.4% EBITDA Margin.
- Consolidated PAT for FY26 was ₹220 Cr, showing a 13.0% YoY increase, net of ₹45.45 Cr tax expenses.
- Q4 FY26 consolidated Income from Operations was ₹1,020 Cr, up 9.1% YoY, with EBITDA of ₹182 Cr, up 21.2% YoY.
- Board recommended a dividend of ₹5.4 per Equity share (270%) for FY26, higher than FY25's ₹3.6 per share.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Consolidated Income from Operations (FY26)
₹ 3,949 Cr
11.5%
Consolidated EBITDA (FY26)
₹ 568 Cr
25.8%
Consolidated EBITDA Margin (FY26)
14.4%
163 bps
Consolidated PAT (FY26)
₹ 220 Cr
13.0%
Dividend per Equity Share (FY26)
₹ 5.4
Consolidated Income from Operations (Q4 FY26)
₹ 1,020 Cr
9.1%
Consolidated EBITDA (Q4 FY26)
₹ 182 Cr
21.2%
Consolidated PAT (Q4 FY26)
₹ 38 Cr
-52.1%
🏢 How This Affects the Company
Income from Operations increased by 11.5% in FY26, driven by a 26.8% volume expansion in Prestige & Above (P&A) categories, with ICONiQ White volumes growing by 87.8% to 10.7 Mn cases.
Consolidated EBITDA increased by 25.8% to ₹568 Cr in FY26, with PAT growing 13.0% to ₹220 Cr. Gross Margin expanded by 350 bps, contributing to a 163 bps improvement in EBITDA margin to 14.4%.
The company implemented strategic investments in backward integration, including a PET bottle facility now operational and producing to capacity, and is establishing ENA and Malt distilleries for raw material security.
👥 What This Means For Shareholders
✅
Action Required
Shareholders should note the recommended dividend of ₹5.4 per Equity share for FY26.
👤
Who Is Affected
All shareholders on record will be eligible for the recommended dividend of ₹5.4 per Equity share of ₹2/- each (fully paid-up) for FY26.
🔍
Management Signal
Management's recommendation of a higher dividend indicates confidence in the company's financial performance and future prospects.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Record date announcement for the recommended dividend of ₹5.4 per share.
Updates on the utilization of the Rs. 1,000 Crore fundraise approved by the Board.
Progress on ENA and Malt distilleries for backward integration and supply chain optimization.
LOW RISK
No new significant risks identified; strong financial performance with positive outlook.
💡 Investor Takeaway
Allied Blenders and Distillers reported FY26 consolidated Income from Operations of ₹3,949 Cr, up 11.5%, and EBITDA of ₹568 Cr, up 25.8%. The Board recommended a dividend of ₹5.4 per Equity share for FY26, an increase from ₹3.6 per share in FY25.
⚖️ Strengths & Concerns
✅ Positives
- Consolidated FY26 EBITDA increased by 25.8% to ₹568 Cr, driven by a 350 bps expansion in Gross Margin.
- P&A segment volume expanded by 26.8% in FY26, with ICONiQ White whisky growing 87.8% to 10.7 Mn cases.
⚠️ Concerns
- Consolidated PAT for Q4 FY26 decreased by 52.1% to ₹38 Cr compared to the prior period's ₹79 Cr.
- Net Debt / Equity ratio increased to 0.6x in March 2026 from 0.5x in March 2025.
📅 Company Track Record
Allied Blenders and Distillers recently approved FY26 results, a dividend of Rs. 5.4/share, and a Rs. 1,000 Crore fundraise on May 14, 2026. This earnings presentation provides further details on these results.
Based on publicly available historical data. For context only.