Allied Blenders Share Price: Premium Drinks Ka Dhamaka, Par Costs Ki Maar Ne Profit Par Lagaya Brakes! 📉

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AuthorRiya Kapoor|Published at:
Allied Blenders Share Price: Premium Drinks Ka Dhamaka, Par Costs Ki Maar Ne Profit Par Lagaya Brakes! 📉
Overview

Bro, Allied Blenders na apne premium drinks par full focus kar raha hai aur FY26 mein EBITDA **₹568 Crore** tak pahunch gaya! Strategy mast chal rahi hai, par yaar, mehngai aur packaging ke kharchon ne profit margin par pressure bana diya hai.

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Toh hua kya hai na, Allied Blenders and Distillers (ABD), jo Officer's Choice whisky banati hai, woh apne premium spirits ke business ko badhaane mein kaamyab ho rahi hai. Is strategy se FY26 mein unka EBITDA 25.8% badh kar ₹568 Crore ho gaya aur revenue bhi 11.5% badh kar ₹3,949 Crore tak pahunch gaya. March quarter toh ekdum record-breaker raha, jismein quarterly EBITDA ₹182 Crore ( 21.2% up) aur margins bhi 17.9% tak pahunch gaye. Company ka plan hai ki do saal mein mass-market aur premium brands ki volume split equally ho jaye, aur premium brands se 70% value aaye.

Lekin, sab kuch itna bhi mast nahi hai. Q4 FY26 mein net profit 52.1% gir kar ₹38 Crore par aa gaya. Iska main reason hai ek one-time tax charge jo ₹45.45 Crore ka tha, jo pichhle periods se related tha. Toh numbers mein thoda adjustment hai.

Ab sabse bada issue hai costs ka. Yeh crude oil prices badh rahe hain na, specially West Asia mein tension ke karan, toh packaging material, jaise PET aur glass bottles ka kharcha badh gaya hai. Yeh ABD ke total manufacturing cost ka 30% hai. Reports keh rahi hain ki crude-linked cheezon ke daam 20-25% aur packaging resins 30-50% tak badh gaye hain. Agar oil prices aise hi rahi toh profitability 200-250 basis points tak kam ho sakti hai.

Company ne kuch products par selective price increase 2% tak kiya hai, par dekhte hain yeh mehngai ko manage kar paate hain ya nahi. Analysts ka kehna hai ki stock mein investor confidence hai aur average price target ₹685-₹690 ke aas-paas hai. ABD ka target hai FY28 tak 17% EBITDA margin maintain karna, par yeh sab manage karna mushkil hoga.

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