Allied Blenders and Distillers Limited

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+91 22 4300 1111 Email : info@abdindia.com Registered Office: 394/C, Ground Floor, Lamington Chambers, Lamington Road, Mumbai – 400004, India. T.: +91-22 6777 9777. F.: + 91-22 67779725 www.abdindia.com

4 Million

ady Transformation Key Brand Portfolio Overview Agenda 2 3 4 5 13 14 15 26 ABD Overview 4 Millionaire Brands Prestige / Premium / Luxury Officer’s Choice Whisky Launched in 1988 • Among top 10 gl

90%

mpany by volume Whisky, Brandy, Rum, Vodka and Gin 2 Distilleries in Maharashtra and Telangana 90%+ of width of retail distribution across India Largest exporter by volume 3 Operating across co

₹840

turing and 90%+ of width of retail distribution to Luxury category • Broad range of price points (₹840 to ₹5,300 per bottle) covering consumer preferences • As one of the largest importers of bulk Sco

₹5,300

nd 90%+ of width of retail distribution to Luxury category • Broad range of price points (₹840 to ₹5,300 per bottle) covering consumer preferences • As one of the largest importers of bulk Scotch, UK FT

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lk Scotch, UK FTA to be margin accretive and also make Luxury portfolio more accessible to consumers 2 3 4 Successful value creation track record of building 4 Millionaire Brands • Officer’s Choice wh

4 Million

portfolio more accessible to consumers 2 3 4 Successful value creation track record of building 4 Millionaire Brands • Officer’s Choice whisky maintaining market leadership over a decade (18.3 Mn cases in

35%

• Officer’s Choice whisky maintaining market leadership over a decade (18.3 Mn cases in FY25) with 35%+ market share 5 Strategic investments to optimize supply chain and enhance Gross Margins by 300

300 bps

35%+ market share 5 Strategic investments to optimize supply chain and enhance Gross Margins by 300 bps over 2-3 years • Secure key raw material supplies by establishing in-house capabilities – ENA dis

40%

dka and Gin categories Officer’s Choice strong cash flow generation core to future growth plans • 40%+ Gross Margins, highest in the Mass Premium category • High Contribution After Promotions (CAAP),

50%

g term, sustainable shareholder value • Revenue growth underpinned by increasing P&A contribution, ~50% by volume in 2-3 years • EBITDA margin of 12.7% (FY25) on course for 15.0%+, industry best- in-

12.7%

rowth underpinned by increasing P&A contribution, ~50% by volume in 2-3 years • EBITDA margin of 12.7% (FY25) on course for 15.0%+, industry best- in-class • Capital structure provides headroom to sup

“- Outstanding dues from a key Southern state to industry players are anticipated to normalize gradually 13 • In FY26, ABD will maintain its focus on Net Sales Value growth, operational excellence, portfolio diversification, optimizing working capital and on time projects execution.”

“FY25 Q1FY26 Way Forward in ~3 years P&A Salience (Volume) 25.0% (FY18) – 37.3% (FY24) FY25: 40.4%; Q1FY26: 46.2% ~50% Portfolio Build-up Super-Premium to Luxury Portfolio No presence 1.”

“Operations of existing ~11 MLPA facility commenced in Feb-25 • Strategic Investment: Expansion by additional ~50 MLPA expected by Q4 FY27 and address additional 1/3rd of captive requirement • Current Status: Capacity expansion under regulatory approval process • Existing distillery of ~60.0 MLPA addressing 1/3rd captive requirement • Strategic Investment: India’s first Single Malt plant with ~4.0 MLPA capacity.”

“Plant is expected to be operational in Q4 FY26 • Strategic Investment: ~615 Mn bottles pa to cater to southern region requirement.”

Super Premium to Luxury Proposition

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Market Opportunity and Distribution Strength

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Super Premium to Luxury Proposition

• Russia’s number one premium vodka, which is available in 85+ countries • Crafted using glacial water from Lake Ladoga and winter wheat from the Russian Steppes, Russian Standard offers consumers unmatched purity, smoothness, and unique taste

Market Opportunity and Distribution Strength

• The Super-Premium vodka category in India is growing annually at mid to high single digits • The range being rolled out across premium retail outlets, hotels, bars, and lounges in major Indian markets. Available in Maharashtra, Goa and West Bengal markets • Strong market reach and visibility will be supported through ABD’s robust retail and specialist on-trade channels The Russian Standard Vodka Range* 10 Russian Standard Original ₹2,400 for 750ML Russian Standard Gold ₹2,650 for 700ML Russian Standard Platinum ₹5,300 for 700ML *Maharashtra MRP Prices Note: Partnered with Roust Corporation to introduce world’s No 1 Russian Premium Vodka in India Key Awards and Recognition International Whisky Competition 2025 Monde Selection Awards 2025 • Woodburns was awarded 1st place for “Best Blended Indian Whisky” at the prestigious International Whisky Competition 2025 • Sterling Reserve B7 secured 3rd place in the “Best Blended Indian Whisky” category at the International Whisky Competition 20