|
07 Sep 2025 |
Allied Blenders
|
Consensus Share Price Target
|
500.65 |
598.00 |
- |
19.44 |
buy
|
|
|
|
|
26 Aug 2025
|
Allied Blenders
|
ICICI Securities Limited
|
500.65
|
600.00
|
509.85
(-1.80%)
|
19.84 |
Buy
|
|
|
ABDL has set ambitious FY28 targets of mid-teens revenue growth with double-digit volume growth, P&A share at 50%, gross margin of 45%+ and EBITDA margin of ~17%; and improve ROCE to 23–25%.
|
|
26 Aug 2025
|
Allied Blenders
|
ICICI Direct
|
500.65
|
640.00
|
509.85
(-1.80%)
|
27.83 |
Buy
|
|
|
Enhanced the EBIDTA margin guidance to ~17% from earlier 15%+ for FY28E; Premium Mix, backward integration and UK FTA benefits will drive margins: ABDL is targeting mid-teens revenue growth driven by double digit volume growth in prestige & above (P&A) category. It aims the P&A segment mix to improve to 50% by FY28 from 46% in Q1FY26. It has invested ~Rs.450cr on capex to set up backward integration facilities. The PET Bottle manufacturing is expected to cater to 70-75% of current annual requirement while Single malt distilleries and ENA shall help to become self-sufficient, improving its supply chain and reducing its...
|
|
30 Jul 2025
|
Allied Blenders
|
ICICI Securities Limited
|
500.65
|
580.00
|
493.90
(1.37%)
|
15.85 |
Buy
|
|
|
ABD reported strong volume-led performance with driven by 44% growth in P&A segment, increasing its volume/ value saliency to 46%/ 56% from 37%/ 46% last year.
|
|
28 Nov 2024
|
Allied Blenders
|
ICICI Securities Limited
|
500.65
|
400.00
|
323.15
(54.93%)
|
Target met |
Buy
|
|
|
Allied Blenders and Distillers (ABD) is well positioned to capture premiumisation trend in alco-beverages industry via new product launches in P&A segment (ICONiQ White Whisky to double its volume YoY in FY25; launches in premium and luxury segments to drive realisation growth).
|
|
24 Jun 2024
|
Allied Blenders
|
HDFC Securities
|
500.65
|
|
|
|
IPO Note
|
|
|
Issue Snapshot: Issue Open: June 25 June 27, 2024 Price Band: Rs. 267 281 (Discount of Rs 26 per sh for all eligible employees) *Issue Size: Up to Rs 1500.0 cr (Fresh issue up to Rs 1000 cr + Offer for sale up to Rs 500 cr including employee reservation of upto Rs.3 cr) Reservation for: QIB upto 50% eq sh Non-Institutional atleast 15% eq sh ((including 1/3rd for applications between Rs.2 lakhs to Rs.10 lakhs)) Retail atleast 35% eq sh Face Value: Rs 2 Book value: Rs 16.76 (December 31, 2023) Bid size: - 53 equity shares and in multiples thereof 100% Book built Issue IPO Note-Allied Blenders and Distillers Limited
|
|
24 Jun 2024
|
Allied Blenders
|
Ashika Research
|
500.65
|
|
|
|
IPO Note
|
|
|
|
|
24 Jun 2024
|
Allied Blenders
|
Ventura
|
500.65
|
|
|
|
IPO Subscribe
|
|
|
|
|
24 Jun 2024
|
Allied Blenders
|
Hem Securities
|
500.65
|
|
|
|
IPO Subscribe
|
|
|
|