Globus Spirits Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Globus Spirits reported Q1 FY27 revenue growth of 13% year-on-year with EBITDA up 33% and PAT up around 49%, driven by manufacturing capacity utilization of 89% and stronger growth in the prestige and above consumer segment. Management described continued expansion in Uttar Pradesh for both manufacturing and regular and others volumes, while prestige and above revenue grew 35% year-on-year though it remained at a negative EBITDA of INR13 million during the quarter. Executives discussed input cost pressures from glass and agri-commodities, regulatory developments in West Bengal and Bihar, and reiterated margin guidance ranges for both the manufacturing and regular and others businesses.
Globus Spirits reported FY26 results with consumer portfolio contributing nearly 40% of total revenue, and Prestige & Above (P&A) revenue growing 27% year-on-year to Rs 164 crore on 31% volume growth. Management described a strategic shift in Eastern manufacturing facilities from ethanol to ENA production, which caused a temporary inventory buildup and slight revenue drop in Q4, alongside a Delhi-market disruption that had depressed regular category volumes during the year. The company also completed a debt refinancing that reduced annual debt repayment outflow and lowered its blended interest rate, leading it to defer plans for an equity fundraise.