India's Allied Blenders Focuses on Premium Spirits for Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 15 2026
0mins
Source: Newsfilter
- Premium Market Strategy: India's Allied Blenders and Distillers is betting on its Prestige & Above (P&A) portfolio to drive future growth, which now accounts for 58% of total sales value, demonstrating strong double-digit growth despite inflationary pressures.
- Profit-First Approach: Managing Director Alok Gupta stated that future growth will primarily come from the premium and luxury segments, emphasizing a strategic shift towards prioritizing profitability over sheer volume, with EBITDA margins expected to expand by 300 basis points by fiscal 2028.
- Stable Consumption Trends: While overall consumption has declined, consumers are opting for more expensive spirits, and Allied Blenders has not observed any changes in its high-margin premium and luxury segments, indicating strong brand appeal in the market.
- Financial Performance Fluctuations: Despite a 48% drop in net profit to 409.7 million rupees due to a one-time charge, net export revenue rose 14.1% to 2.35 billion rupees, showcasing the company's resilience in international markets.
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Analyst Views on ALLE
Wall Street analysts forecast ALLE stock price to rise
4 Analyst Rating
0 Buy
4 Hold
0 Sell
Hold
Current: 131.370
Low
165.00
Averages
176.25
High
185.00
Current: 131.370
Low
165.00
Averages
176.25
High
185.00
About ALLE
Allegion plc is a global security products and solutions provider. The Company secures people and assets with a range of solutions for homes, businesses, schools and institutions. Its Allegion Americas segment is a provider of security products, services and solutions throughout North America. It sells a range of products and solutions, including locks, locksets, key systems, door controls and systems, exit devices, doors, accessories, electronic security products, access control systems and software and service solutions to customers in commercial, institutional, and residential facilities. Its Allegion International segment provides security products, services and solutions primarily throughout Europe, Asia and Oceania. The segment offers end-users a range of products, services and solutions, including locks, locksets, portable locks, key systems, door closers and systems, and others. Its brands include CISA, Interflex, LCN, Schlage, SimonsVoss, Von Duprin, Trimco and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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