Allied Blenders and Distillers

Allied Blenders delivered a strong Q4 FY26 with consolidated revenue of ₹1,020 croreCurrent reported value: ₹1,020 crore. No comparable prior figure is available in the source record. (+9.1Current 9.1 crore vs previous available quarter 2.8 crore.% YoY) and EBITDA of ₹182 croreCurrent ₹182 crore vs previous available quarter ₹137 crore. (+21.2% YoY), with EBITDA margin expanding 179 bpsCurrent reported value: 179 bps. No comparable prior figure is available in the source record. to 17.9%Current reported value: 17.9%. No comparable prior figure is available in the source record.. Growth was driven by the PNA segment, which posted 20.5% volume growthCurrent reported value: 20.5% volume growth. No comparable prior figure is available in the source record. to 4.4 million cases, led by Iconic White crossing 10.7 million casesCurrent 10.7 million cases. Reported change: +88% YoY. annually. Management guided for mid-teens topline growth in FY27, with PNA growing at high teens, while EBITDA margins are expected to hold at FY26 levels due to near-term input cost pressures from geopolitical tensions. Key margin levers include UK FTA benefits (likely Q2), Telangana price increases, and backward integration projects adding ~300 bps by FY28. Risks include potential margin contraction in H1 FY27 from rising glass and fuel costs, and execution risk in scaling the ABD Maestro luxury portfolio.