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ABDL: Supply Chain Integration And Leadership Changes Will Drive Margin Progress Ahead

Premium Consumer Trends And Global Expansion Will Unlock Enduring Potential

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ABDL
AnalystConsensusTarget
Not Invested
Published 05 Aug 2025

Update shared on 05 Nov 2025

Fair value Increased 6.61%
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Analysts have raised their price target for Allied Blenders and Distillers from ₹598 to ₹637.50, citing improved forecasts for revenue growth and profit margin.

What's in the News

  • Allied Blenders and Distillers inaugurated a PET bottle manufacturing facility in Rangapur, Telangana, with an annual capacity of over 600 million bottles. This facility is part of a significant backward integration program designed to strengthen the supply chain and improve profitability. (Key Developments)
  • Mr. Jayantt Bhalchandra Manmadkar has been appointed as Chief Financial Officer effective October 10, 2025. He brings over 32 years of industry experience. Mr. Anil Somani will step down from the CFO role and will continue to work on special projects. (Key Developments)
  • Recent Board Meetings addressed changes in Key Managerial Personnel and discussed financial results for the quarter and half year ending September 30, 2025. (Key Developments)
  • A Special/Extraordinary Shareholders Meeting is scheduled via postal ballot in India on November 9, 2025. (Key Developments)
  • A previously raised tax demand for INR 149.8 million has been extinguished following the acceptance of the company's appeals by the relevant tax authorities. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has increased from ₹598 to ₹637.50 following revised growth projections.
  • Discount Rate remains unchanged at 12.73%.
  • Revenue Growth assumptions have risen significantly from 12.54% to 17.23%.
  • Net Profit Margin has improved moderately, increasing from 7.95% to 8.40%.
  • Future P/E multiple is projected to rise from 57.44x to 61.42x.

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Disclaimer

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