ASSOCIATED ALCOHOLS & BREWERIES: Exclusive Diageo Contract Manufacturing Partners

 ASSOCIATED ALCOHOLS & BREWERIES: Exclusive Diageo Contract Manufacturing Partners



  • ASSOCIATED ALCOHOLS & BREWERIES LTD Q1FY26 : Profit After Tax grew by 34 % YoY increase
  • Strategic Partnership • 2 Decades of Partnership with Diageo. • One of Four Exclusive Diageo Contract Manufacturing Partners.
  • Q1FY26 – Performance HIGHLIGHT
  • Net Revenues from operations remain flat on a YoY basis, standing at ₹2,667 million
  • EBITDA surged 32% YoY to ₹371 million, with margins improving to 14%, an expansion of 300 bps, due to softening of Rice prices.
  • Profit After Tax grew by 34 % YoY increase, amounting to ₹237 million.
  • Diluted EPS for the quarter stood at 12.43, an increase of 27% YoY.
  • • IMFL Sales On Track:Momentum sustained across key brands like Central Province, Vodka, Hillfort, and Nicobar. 
  • • Geographic Expansion : Launched in Maharashtra and Uttar Pradesh. Next to be launched in Puducherry and Goa 
  • • RTD Lauch Update: Lauch slightly delayed due to equipment related issues. Now scheduled to be launched in H2FY26 
  • • Ethanol Plant: 100% utilization achieved across ethanol operations. 
  • • Raw Materials: Raw Material Prices Softening; Prices of Maize and Rice stabilizing; Expected to support margins in FY26 
  • • Malt Plant : Malt Plant Ready ; The 6,000 LPD malt plant is set to commence production from September 2025.
  • • IMFL Proprietary Volumes grew 31% YoY, driven by the strong performance of the brands, robust consumer traction for premium offerings and expansion into new strategic markets. 
  • • IMFL Licensed had slight decrease of 6% YoY. This is Attributed to Degrowth in the Industry 
  • • Grain prices, particularly rice, have softened sequentially, with rice prices correcting from ₹25,500/MT in Q4FY25 to ₹23,500/MT in Q4FY25. This has supported an improvement in gross margins during the quarter.

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