Globus Spirits Limited · NSE:GLOBUSSPR
Globus Spirits — Q1 FY27 Earnings Presentation
21 slides from Globus Spirits's earnings presentation, Jul 17, 2026
Slide 1: Covering letter to stock exchanges
Dated :17thJuly 2026 The National Stock Exchange of India Limited The BSE Limited Exchange Plaza, C-1, Block-G PhirozeJeejeebhoy Towers BandraKurla Complex, Dalal Street, Fort Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Sub: Presentation to be released before investors and Analysts:- Ref: Scrip- E
Slide 2: Globus Spirits Limited Investor Presentation Q1 FY27
GLOBUS SPIRITS LIMITED INVESTOR PRESENTATION | Q1 FY27
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Globus Spirits Limited, (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secur
Slide 4: Investment Thesis
Investment Thesis A CONSUMER ALCOBEV PLATFORM WITH RESILIENT CASH FLOWS, PREMIUMISATION UPSIDE AND DISCIPLINED CAPITAL ALLOCATION R&O P&A LUXURY OPS R&O Growth P&A Scale-up Luxury brand equity Integrated Operating Discipline Growing scale, distribution Premiumisation-led growth Selective seeding of
Slide 5: Q1 FY27 Quarterly Scorecard
o,n,uo.s TE"IRAI i\ INDIADRY G'N Q1 FY27 QUARTERLY SCORECARD TERAI GIN An Authentic Dry Gin Of True Provenance
Slide 6: Q1 FY27 Key Performance Metrics
Q1 FY27 Key Performance Metrics Net Revenue from Operations (INR Mn) EBITDA (INR Mn) & EBITDA Margin PAT (INR Mn) & PAT Margin 9% 10% 3% 4% +13% +33% +49% 7,888 795 276 6,990 600 185 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Investor Presentation 5
Slide 7: Performance Metrics of Key Segments – Q1 FY27
Performance Metrics of Key Segments – Q1 FY27 Segment – Consumer: Prestige & Above ❖ Broad-based growth across states, led by stronger INR 550 Mn 0.42 Mn cases INR -13 Mn traction in TERAI, Snoski and Brothers & Co. . . . 35% YoY 45% YoY 8% YoY ❖ NSV trends have stabilized sequentially, supporting 3
Slide 8: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (INR Mn) Q1 FY27 Q1 FY26 Y-o-Y% Q4 FY26 Q-o-Q% FY26 FY25 Y-o-Y% Revenue from Operations 7,888 6,990 13% 6,321 25% 27,081 25,360 7% Other Income 17 23 50 128 96 Total Income 7,905 7,013 13% 6,371 24% 27,209 25,456 7% Cost of Goods Sold 5,295 4,826 3,985
Slide 9: Globus Spirits Overview
Globus Spirits Overview DOAAB Single Malt Whisky: Six Blind Men & The Elephant
Slide 10: From Grain to Glass to Glory
Globus Spirits - At a glance Incorporated Brands in Millionaire Distillation Bottling Cases Revenue Geographic in Portfolio Brands Capacity Capacity Sold (FY26) from Operations Footprints 1993 38 3 ~334 Mn Litres ~30 Mn ~ 16 Mn INR 27,081 Mn 11* Brands across Distilled annually Cases annually Regula
Slide 11: Two engines. One integrated platform
Two engines. One integrated platform Consumer Manufacturing Revenue (INR Mn) EBITDA/Ltr (INR) +10% CAGR +91% 6.5 6.2 CAGR 8,643 8,997 1,644 7,417 1,293 3.4 2.0 452 2024 2025 2026 2024 2025 2026 2024 2025 2026 Q1FY27 Regular & Others Prestige & Above What we produce The Regular & Others portfolio anc
Slide 12: Our geographical presence
Our geographical presence Portfolio Current Presence Strategic Role Key Takeaway Rajasthan provides a Rajasthan, Uttar Pradesh, stable base; UP is the Scale, distribution depth Regular & Others Delhi, Haryana, West and cash generation largest volume growth Punjab Bengal opportunity and is now Uttara
Slide 13: Consumer Segment: Powering the next phase of growth
Consumer Segment: Powering the next phase of growth Transforming Consumer Revenue Mix (INR Mn) P&A - EBITDA Breakeven within reach Prestige & Above contribution increased FY24 FY25 FY26 Q1FY27 from ~6% in FY24 to ~15% in FY26 -6% -2% 10,641 -12% 9,936 1,644 1,293 -62% 7,869 452 R&O – Delivering Indu
Slide 14: Portfolio architecture for sustainable value creation
Portfolio architecture for sustainable value creation MARKET MAKERS Luxury Value • Build aspirational brands Acceleration • Drive innovation & category creation FUTURE CORE • Strengthen brand equity Prestige & Above & premium image PREMIUMIZATION Value • Premium growth driver CORE Enrichment Regular
Slide 15: Consumer Segment: Regular & Others – Fast moving cash cycle
Consumer Segment: Regular & Others – Fast moving cash cycle 01 STRONG SALES MOMENTUM ~16 Mn Cases Sold in FY26 across core markets 02 RAPID INVENTORY TURNOVER High Turnover Ensures low inventory holding period and reduced stock days QUICK SALES REALISATION 03 Established Route-to-Market Across 6 sta
Slide 16: Manufacturing Segment: Anchoring business through scale and integration
Manufacturing Segment: Anchoring business through scale and integration… Key Highlights Key Strengths Interchangeability between ENA/Ethanol - 89% 6 Flexible configuration enables allocation between ENA, ethanol and captive Capacity utilization in Distilleries across North consumption, based on dema
Slide 17: State of the art manufacturing units
…through state of the art manufacturing units Samalkha, Haryana Panagarh, West Bengal Capacity - 47.6 million litres Capacity - 102 million litres Products – Regular & others; prestige & Products – Regular & others; prestige & above; Bulk Sales – ENA & Ethanol, Contract above; Bulk Sales – ENA & Eth
Slide 18: Experienced leadership & governance
Driving execution: Experienced leadership & governance Sunil Chadha Ajay Kumar Swarup Shekhar Swarup R. K. Malik Chairman Managing Director Joint Managing Director & CEO Whole Time Director Board Of Directors Amitabh Singh Kenneth Dsouza Amit Bhatiani Ruchika Bansal Whole Time Director Non-Executive
Slide 19: Investment Rationale
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Slide 20: 6 Reasons to Invest
INVESTMENT RATIONALE – A rare integrated alcobev play with premiumization momentum & structural margin visibility 6 REASONS TO INVEST 1 Compelling Transformation Journey 4 Strengthening Balance Sheet GSL offers a unique transformation opportunity, with manufacturing- Debt refinancing and completion
Slide 21: Thank You
COMPANY : Globus Spirits Limited CIN: L74899DL1993PLC052177 Name: Mr. Nilanjan Sarkar, CFO Email: ir@globusgroup.in Website: www.globusspirits.com INVESTOR RELATIONS ADVISORS: MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Mr. Sumeet