Allied Blenders And Distillers Ltd.
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ABOUT
AI Sector View
AI GENERATEDFast Moving Consumer Goods
Rural demand proxies are mixed. Tractor sales rose 18.0% YoY (2026-07) and 2-wheelers were up 23.0% YoY (2026-06), but rural employment slowed to 1.0% YoY (2026-07), fertiliser sales were 0.0% YoY (2026-05), and food inflation of 5.52% (Jul/26) can pressure household budgets. FPI outflows remain heavy at INR -8081 crore over 3 months to 2026-08-31, limiting upside.
PROS
- Company has delivered good profit growth of 144.7% CAGR over last 5 years
- Company has consistently been profitable over the last 5 years
- Operating margins have improved to 7.2% from 2.8%
- Company has been maintaining a healthy dividend payout of 66.2%
- Company generates healthy free cash flow
- Attractively priced for its growth - PEG of 0.2
CONS
- Recent results are weak - TTM profit is down 22.0% versus prior year
- Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT -0.31x)
- Equity base is being diluted - shares outstanding up 14.6%
- Recurring exceptional / one-off items are inflating headline profit
- Stock is trading at 6.8x its book value
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| UNITDSPR | 1404.25 | 54.21 | 102138.24 | 1.21 | 463.00 | 11.03 | 6122.00 | -2.75 | 27.86 | 7.01 |
| RADICO | 4429.50 | 84.35 | 59347.50 | 0.20 | 229.60 | 75.91 | 5867.69 | 10.43 | 22.64 | 6.07 |
| UBL | 1267.45 | 84.71 | 33512.03 | 0.79 | 166.28 | -9.65 | 5919.44 | 10.01 | 11.92 | 4.77 |
| ABDL | 603.15 | 76.34 | 16870.72 | 0.90 | 45.42 | -18.65 | 1809.15 | 1.85 | 18.53 | 6.38 |
| TI | 529.60 | 0.00 | 13128.67 | 0.19 | 31.59 | -64.31 | 2252.43 | 160.74 | 4.31 | 7.50 |
| PICCADIL | 599.85 | 42.07 | 5912.85 | 0.17 | 214.35 | 1063.05 | 2705.03 | 1081.24 | 18.01 | 16.20 |
| TRUALT | 420.50 | 24.29 | 3605.90 | 0.00 | 592.71 | 12444.13 | 6268.83 | 1962.85 | 10.57 | 21.18 |
| GLOBUSSPR | 849.70 | 26.59 | 2673.27 | 0.77 | 26.48 | 49.69 | 1151.88 | 21.05 | 11.34 | 6.66 |
| GMBREW | 917.40 | 13.36 | 2095.98 | 0.98 | 377.40 | 524.21 | 8029.00 | 1110.77 | 20.40 | 5.79 |
| SDBL | 71.77 | 0.00 | 1492.11 | 0.00 | 1.56 | -96.29 | 609.19 | -31.13 | 18.52 | 2.46 |
| ASALCBR | 685.90 | 16.67 | 1377.23 | 0.29 | 17.83 | -24.60 | 286.30 | 5.96 | 18.06 | 10.43 |
| SULA | 139.85 | 47.68 | 1180.99 | 1.43 | 1.06 | -45.36 | 120.79 | 2.11 | 7.57 | 13.74 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,908 | 1,928 | 2,075 | 1,757 | 1,767 | 2,029 | 2,342 | 1,935 | 1,776 | 1,953 | 1,934 | 1,909 | 1,809 | |
| 1,856 | 1,857 | 2,016 | 1,698 | 1,693 | 1,926 | 2,226 | 1,799 | 1,665 | 1,827 | 1,798 | 1,740 | 1,746 | |
| Operating Profit | 52 | 71 | 59 | 60 | 74 | 103 | 117 | 136 | 112 | 125 | 136 | 169 | 63 |
| OPM % | 2.73% | 3.69% | 2.85% | 3.40% | 4.20% | 5.09% | 4.99% | 7.02% | 6.28% | 6.42% | 7.02% | 8.86% | 3.49% |
| 1 | 1 | -2 | 2 | 2 | 2 | 3 | 14 | 7 | 5 | -2 | 13 | 5 | |
| Interest | 39 | 43 | 46 | 45 | 44 | 25 | 27 | 28 | 27 | 30 | 26 | 51 | 29 |
| Depreciation | 13 | 12 | 14 | 19 | 16 | 16 | 13 | 16 | 16 | 16 | 18 | 29 | 23 |
| Profit before Tax | 1 | 16 | -3 | -1 | 16 | 64 | 80 | 106 | 76 | 84 | 89 | 103 | 68 |
| Tax % | 286.81% | 29.46% | -33.03% | -69.72% | 27.99% | 25.85% | 28.27% | 25.78% | 26.19% | 24.98% | 28.46% | 63.31% | 33.05% |
| Net Profit | 0 | 0 | 0 | 0 | 11 | 48 | 57 | 79 | 56 | 63 | 64 | 38 | 45 |
| -0.11 | 0.46 | -0.18 | -0.10 | 0.46 | 1.70 | 2.05 | 2.81 | 2.02 | 2.23 | 2.38 | 1.46 | 1.76 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2,595 | 3,067 | 2,996 | 2,348 | 2,686 | 3,147 | 3,328 | 3,520 | 3,923 | 7,604 | |
| 2,359 | 2,764 | 2,762 | 2,158 | 2,490 | 2,961 | 3,100 | 3,089 | 3,380 | 7,111 | |
| Operating Profit | 235 | 303 | 234 | 190 | 195 | 185 | 228 | 431 | 542 | 493 |
| OPM % | 9.07% | 9.89% | 7.80% | 8.11% | 7.27% | 5.89% | 6.85% | 12.25% | 13.83% | 6.49% |
| 20 | -5 | 17 | 23 | 14 | 11 | 16 | 21 | 23 | 21 | |
| Interest | 148 | 187 | 180 | 142 | 146 | 136 | 173 | 126 | 135 | 137 |
| Depreciation | 86 | 76 | 69 | 59 | 59 | 55 | 58 | 61 | 79 | 86 |
| Profit before Tax | 20 | 35 | 0 | 13 | 4 | 6 | 13 | 266 | 351 | 343 |
| Tax % | 65.57% | 55.11% | -2991.45% | 80.32% | 61.38% | 73.09% | 85.69% | 26.67% | 37.32% | 38.93% |
| Net Profit | 7 | 16 | 13 | 3 | 1 | 2 | 2 | 195 | 220 | 210 |
| EPS | 1.44 | 0.66 | 0.53 | 0.10 | 0.06 | 0.07 | 0.07 | 6.97 | 8.16 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 51.68% | 66.15% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- 11%
- 3 Years:
- 8%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- 147%
- 3 Years:
- 423%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
- 1 Year:
- 20%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- 7%
- 3 Years:
- 11%
- Last Year:
- 14%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| 47 | 47 | 47 | 47 | 47 | 49 | 49 | 56 | 56 | |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20 | 23 |
| 227 | 245 | 326 | 328 | 357 | 357 | 358 | 1,487 | 1,603 | |
| 1,104 | 1,231 | 973 | 880 | 776 | 743 | 786 | 875 | 1,082 | |
| Trade Payables | 330 | 395 | 437 | 483 | 536 | 566 | 702 | 607 | 804 |
| 496 | 699 | 657 | 608 | 584 | 829 | 804 | 616 | 741 | |
| Total Liabilities | 2,204 | 2,617 | 2,440 | 2,347 | 2,300 | 2,544 | 2,699 | 3,660 | 4,308 |
| 692 | 662 | 636 | 649 | 692 | 575 | 635 | 749 | 889 | |
| Capital Work in Progress | 16 | 33 | 48 | 17 | 15 | 14 | 16 | 19 | 109 |
| 4 | 0 | 0 | 22 | 0 | 0 | 0 | 0 | 0 | |
| 303 | 417 | 370 | 346 | 352 | 559 | 419 | 573 | 748 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 1,244 | 1,747 | 1,802 | |
| Cash & Bank | 25 | 44 | 103 | 70 | 55 | 53 | 75 | 132 | 165 |
| 1,163 | 1,461 | 1,284 | 1,242 | 1,187 | 1,342 | 311 | 440 | 595 | |
| Total Assets | 2,204 | 2,617 | 2,440 | 2,347 | 2,300 | 2,544 | 2,699 | 3,660 | 4,308 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
| 5 | 195 | 598 | 249 | 184 | 234 | 186 | -678 | 362 | |
| Cash from Investing | -73 | -161 | -45 | -59 | 32 | -18 | -55 | -182 | -331 |
| Cash from Financing | 87 | -22 | -496 | -216 | -256 | -203 | -132 | 922 | 10 |
| -2 | 7 | 53 | -29 | -45 | 9 | -1 | 61 | 41 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-10 - Allied Blenders and Distillers Limited has informed the Exchange about Schedule of meet
2026-09-03 - ABDL -Regulation 30 Of The Securities And Exchange Board Of India (Listing Obligations And Disclosure Requirements) Regulations, 2015 ( SEBI Listing Regulations )- ESG Rating by NSE Sustainability Ratings and Analytics Ltd
2026-09-01 - Allied Blenders and Distillers Limited has informed the Exchange regarding a press release dated September 01, 2026, titled "Press Release - Officer's Choice Blue reinvents with premium packaging, gets sharper with Badal Ke Toh Dekho ".
2026-08-25 - Grant of Options under the ABD Employee Stock Option Scheme.
2026-08-24 - Allied Blenders and Distillers Limited has informed the Exchange about Schedule of meet
2026-08-24 - Allied Blenders and Distillers Limited has informed the Exchange regarding a press release dated August 24, 2026, titled "ABD Advances Global Ambition with Local Production Launch in Malaysia".
2026-08-19 - Intimation pertaining to Non-Deal Roadshow to Singapore and Hong Kong from Tuesday, August 25, 2026 to Friday, August 28, 2026
2026-08-19 - India Ratings & Research upgrades ABD s rating by two notches to IND AA- with Stable Outlook
2026-08-19 - Credit Rating Upgrade & Assigned
News
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Allied Blenders And Distillers Ltd.
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