Allied Blenders and Distillers Limited — Q3 FY26
Allied Blenders reported Q3 FY26 consolidated revenue of ₹1,040 crore (+2.8% YoY), EBITDA of ₹137 crore (+14.1% YoY) with margin expansion to 13.6%, and PAT of ₹64 crore (+10.9%...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q2 FY26
Capex of ~₹527 crore over three years
Total capex of ₹527 crore: 25% spent in FY25, 60% in FY26, 15% in FY27. PET plant already operational.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
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