Allied Blenders & Distillers Limited has scheduled its 18th Annual General Meeting (AGM) for Monday, July 6, 2026, at 3:00 P.M. (IST) through Video Conferencing. The company reported a record financial performance for FY26, with EBITDA rising 25.8% to ₹568 Crores and Profit After Tax growing 13% to ₹220 Crores. The Board has recommended a dividend of ₹5.4 per share, up from ₹3.60 in the previous year, resulting in a total cash outflow of ₹151.04 Crores. The record date for dividend entitlement is Friday, June 26, 2026, with payment scheduled on or after Tuesday, July 7, 2026.

Record Financial Performance in FY 2025-26

FY26 marked a defining year for the company, reporting record annual profits and its second consecutive year of consistent quarterly performance post-listing. On a consolidated basis, Income from Operations increased 11.5% to ₹3,949 Crores, while EBITDA margins expanded by 163 basis points to 14.4%. The Gross Margin improved to 45.6% from 42.1% in the previous year. Operating Cash Flow stood at ₹362 Crores, and cases sold grew 8.5% to 35.9 Million.

On a standalone basis, revenue net of excise duty grew 10.24% to ₹3,88,015.03 Lakhs. Standalone Profit After Tax rose 34.08% to ₹26,832.96 Lakhs. Consolidated Revenue from Operations (net of excise duty) stood at ₹3,92,277.84 Lakhs, an increase of 11.45% over the previous year.

Balance Sheet Strengthening and Dividend

The balance sheet remained robust with Net Debt to EBITDA at 1.7x as of March 31, 2026, and Net Debt to Equity at 0.6x. Return on Capital Employed stood at 19.7%. The Board recommended a dividend of 270%, or ₹5.4 per equity share of face value ₹2.00 each, for FY 2025-26. India Ratings & Research Private Limited upgraded the bank loans rating from 'IND A-' to 'IND A' with Positive Outlook.

AGM Agenda and Corporate Developments

The AGM agenda includes the adoption of financial statements, declaration of the recommended dividend, and the re-appointment of Mr. Kishore Rajaram Chhabria and Mrs. Bina Kishore Chhabria. Mr. Amar Sinha (DIN: 01488890) is appointed as Managing Director for three years from June 1, 2026, succeeding Mr. Alok Gupta. Special business includes raising funds up to ₹1,000 Crores via equity shares or other securities and increasing borrowing limits up to ₹1,600 Crores. As on March 31, 2026, the company had 13 subsidiaries and 938 employees. The statutory auditors Walker Chandiok & Co LLP issued an unmodified audit opinion.

Strategic Milestones and Portfolio Expansion

Premiumisation efforts saw Prestige & Above (P&A) salience increase to 47.2% of volumes and 57.3% of sales value. ICONiQ White crossed the 10 million cases milestone, selling 10.7 million cases. ABD Maestro expanded its portfolio across categories, achieving 80% addressable market presence. New launches included The Collective, YELLO Designer Whisky, and Russian Standard Vodka. The global footprint expanded to 36 countries, and the PET facility in Telangana was commissioned.

Backward Integration and Capital Expenditure

Investments in backward integration included a Single Malt Distillery in Telangana (₹75 Cr) and ENA Capacity Expansion in Aurangabad (₹260 Cr). Bottling expansions in Uttar Pradesh and Maharashtra are planned, along with a new ENA Distillery in Andhra Pradesh (~₹300 Cr). These projects aim to enhance EBITDA margins by approximately 300 basis points by FY28.

Allied Blenders and Distillers Limited has filed its maiden Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, marking a formalized commitment to integrating Environmental, Social, and Governance (ESG) principles into its operations. The report, which forms part of the Annual Report for FY 2025-26, was submitted to the stock exchanges on June 12, 2026, pursuant to Regulation 34(2)(f) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The filing highlights the company’s strategic focus on sustainable growth, emphasizing operational resilience through resource efficiency, water stewardship, and responsible packaging management. As a leading spirits company, Allied Blenders and Distillers Limited identified material issues such as energy management, water management, and waste management as critical risks and opportunities for its business model.

Operational and Environmental Footprint

The report provides detailed disclosures on the company’s operational scale and environmental impact. Allied Blenders and Distillers operates 39 plants and 14 offices nationally, serving over 30 states and union territories in India and 36 international markets. Exports contributed 6% to the company’s Net Revenue during the reporting period.

On the environmental front, the company reported total greenhouse gas emissions (Scope 1 and Scope 2) of 1,06,442 metric tonnes of CO2 equivalent for FY 2025-26, a decrease from 1,23,218 metric tonnes in the previous year. The company successfully achieved Zero Liquid Discharge (ZLD) at its Rangapur Plant and implemented several initiatives to optimize water usage, including wastewater treatment and reuse in bottling operations.

Waste Management and Circular Economy

The company disclosed significant data on waste generation and management, reflecting its commitment to circular economy principles. Total waste generated increased to 6,028 metric tonnes in FY 2025-26 from 5,435 metric tonnes in the previous year. Plastic waste accounted for 1,080 metric tonnes, managed under the Extended Producer Responsibility (EPR) framework through authorized recyclers.

A key achievement in resource circularity was the reclamation of approximately 22% of glass bottles, which were subsequently reused in the bottling process. This initiative significantly reduced reliance on virgin glass materials and supported the company’s sustainability goals.

Social Governance and Employee Welfare

The BRSR outlines the company’s robust governance structure and employee welfare measures. An ESG Committee, comprising three directors including Mr. Narayanan Sadanandan as Chairman, oversees sustainability matters. The company reported a workforce of 880 employees and 58 workers, with 100% coverage under health and accident insurance schemes.

Allied Blenders and Distillers maintained a clean compliance record during the year, with no material fines, penalties, or non-compliances reported against the National Guidelines on Responsible Business Conduct (NGRBC) principles. The company also confirmed that no safety-related incidents occurred during the reporting period.

Key Environmental and Operational Metrics

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE552Z01027/93b235925e5f46b7.pdf