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

27%

olume Driven 1 India Spirits Volume (%) – ~420 Mn Cases 2 India Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.

25%

Driven 1 India Spirits Volume (%) – ~420 Mn Cases 2 India Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X

3%

en 1 India Spirits Volume (%) – ~420 Mn Cases 2 India Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2

7%

1 India Spirits Volume (%) – ~420 Mn Cases 2 India Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2 X 0

38%

India Spirits Volume (%) – ~420 Mn Cases 2 India Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2 X 0.6 X

21%

ases 2 India Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2 X 0.6 X 1.0 X Cheap Mass Premium Prestig

39%

ndia Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2 X 0.6 X 1.0 X Cheap Mass Premium Prestige & Semi

5%

Spirits Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2 X 0.6 X 1.0 X Cheap Mass Premium Prestige & Semi Prem

14%

its Net Contribution (%) 27% 25% 3% 7% 38% Net Contribution / Volume (X) 21% 21% 39% 5% 14% 7.0 X Key Highlights 3.0 X 0.2 X 0.6 X 1.0 X Cheap Mass Premium Prestige & Semi Premium

10%

ass Premium Prestige & Semi Premium Premium Super Premium to Luxury • Premium and Above with ~10% volume contributing ~42% of net contribution (Profit) • Super-Premium and Luxury: - ~3% volume

42%

Semi Premium Premium Super Premium to Luxury • Premium and Above with ~10% volume contributing ~42% of net contribution (Profit) • Super-Premium and Luxury: - ~3% volume delivering ~21% of spirit

“1 • Increasing profitability 51 147 • Optimization of working capital (729) H1 FY25 Telangana overdues & payment of statutory arrears H2 FY25 H1 FY26 H1 FY25 H2 FY25 H1 FY26 3.0x 1.8x 1.7x 0.5x 1.7x 0.56x H1 FY25 H2 FY25 H1 FY26 Net Debt / EBITDA Net Debt / Equity 2727 Note: Net IPO proceeds utilized for repayment of high-cost debt and statutory arrears in Jul-24 2 3”

“Peak capex (margin accretive) phase: • Net Debt / EBITDA < 2x • Net Debt / Equity < 0.75x ROCE (Pre-Tax): 16.9% (FY25) to 23% - 25% (FY28) Transformation Roadmap Value Accretive Profitable Growth FY25 Initiative Where were we?”

Product Overview

5

Highlights

5

Way Forward

5

Continued improvement in operating cashflows

1

Prudent capital allocation

1

Way forward

1

Product Overview

• Inspired by the Art of Blending • Blended Malt Scotch Whisky, crafted from a Blend of 5 Single Malts from Speyside and the Highlands

Way Forward

• Driving growth to achieve market share • International Markets: Tap luxury experience markets, already launched in UAE ABD Maestro: Blended Malt Scotch Whisky 77 Arthaus Experience Influencer Collaborations Creative Collaborations ABD Maestro: Blended Indian Malt Whisky Established brand in the ‘GO TO’ category of strong Blended Indian Malts

Product Overview

• A Super Premium Blended Indian Malt Whisky • Peat forward, matured in charred oak barrels, giving a unique character • Brand acquired in Q4FY25

Way Forward

• Driving growth through domestic market expansion (add 3 markets) • International Markets: Taking ‘Indian Contemporary Whisky’ story abroad 88 ABD Maestro: Blended Indian Malt Whisky Brand Launch Film AI Influencer + For The Explorer 99 ABD Maestro: Indian Special Batch Dry Gin Capitalizing dynamic super-premium gin market, increasing consumer appetite for novel & experiential flavors

Product Overview

• A special batch Indian Dry Gin made with 13 select Botanicals for a unique and refreshing taste • 2 distinct flavour offerings with Espresso Coffee Gin and Watermelon Gin

Highlights

• 1st Super-premium brand from ABD. Launched in Jan-24. • Variants gaining growth momentum across with 30% salience • Available in 10 markets nationally and international markets – UAE • Also in selected Indian airport duty free travel retail