Globus Spirits Limited · NSE:GLOBUSSPR
Globus Spirits — Q2 FY27 Earnings Presentation
22 slides from Globus Spirits's earnings presentation, Oct 30, 2026
Slide 1: Exchange filing cover letter for investor presentation
Dated :30thOctober2026 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-
Slide 2: Globus Spirits Limited Investor Presentation Q2 & H1 FY27
GLOBUS SPIRITS LIMITED INVESTOR PRESENTATION | Q2 & H1 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, Premiumization-led Selective seeding of Supply control, dist
Slide 5: Q2 & H1 FY27 Financial Highlights
o,n,uo.s TE"IRAI i\ INDIADRY G'N Q2 & H1 FY27 FINANCIAL HIGHLIGHTS TERAI GIN An Authentic Dry Gin Of True Provenance
Slide 6: Q2 & H1 FY27 Key Performance Metrics
Q2 & H1 FY27 Key Performance Metrics Net Revenue from Operations (INR Mn) EBITDA (INR Mn) & EBITDA Margin PAT* (INR Mn) & PAT Margin +15% 9% 8% 4% 2% 7,624 +2% 6,606 -36% 626 638 233 149 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Net Revenue from Operations (INR Mn) EBITDA (INR Mn) & EBITDA Mar
Slide 7: Performance Metrics of Key Segments – Q2 FY27
Performance Metrics of Key Segments – Q2 FY27 Segment – Consumer: Prestige & Above INR 599 Mn 0.46 Mn cases INR -2 Mn ❖ NSV trends have stabilized sequentially, supporting . . . healthier revenue conversion as volumes scales 54% YoY 64% YoY 83% YoY ❖ Profitable states now increased to 5 of 12 9% QoQ
Slide 8: Performance Metrics of Key Segments – H1 FY27
Performance Metrics of Key Segments – H1 FY27 Segment – Consumer: Prestige & Above INR 1149 Mn 0.88 Mn Cases INR -15 Mn . . . 44% YoY 54% YoY 38% YoY . . . Revenue Sales Volume EBITDA Segment – Consumer: Regular & Others INR 4992 Mn 8.73 Mn Cases INR 826 Mn . . . 12% YoY 14% YoY 9% YoY . . . Revenue
Slide 9: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (INR Mn) Q2 FY27 Q2 FY26 Y-o-Y% Q1 FY27 Q-o-Q% H1 FY27 H1 FY26 Y-o-Y% Revenue from Operations 7,624 6,606 15% 7,888 -3% 15,512 13,596 14% Other Income 32 28 17 49 52 Total Income 7,656 6,634 15% 7,905 -3% 15,561 13,648 14% Cost of Goods Sold 5,136 4,430
Slide 10: Standalone Balance Sheet
Standalone Balance Sheet Particulars (INR Mn) Sept’26 Mar’26 Particulars (INR Mn) Sept’26 Mar’26 Net Worth 13,152 10,964 Fixed Assets (Incl. CWIP) 12,600 12,507 LT Borrowings 689 2,233 Rights to use of assets 299 324 Provisions 77 73 Intangible Assets 25 25 Deferred Tax Liabilities 944 915 Investmen
Slide 11: Liquid Investment & Potential Reduction in Finance Cost
Liquid Investment & Potential Reduction in Finance Cost (Apr’26 – Sept’26) Particulars INR Cr Bank Deposits & Bank Balance as on 1st April 26 95.73 Released from Bank Deposits for Investment (Apr - Sept 26) 24.59 Receipts from QIP 200 Reduction of Term Loan -155 Treasury Investments including bank d
Slide 12: Globus Spirits Overview
Globus Spirits Overview DOAAB Single Malt Whisky: Six Blind Men & The Elephant
Slide 13: Globus Spirits - At a glance
Globus Spirits - At a glance Incorporated Brands in Millionaire Distillation Bottling Cases Revenue Geographic in Portfolio Brands Capacity Capacity Sold (H1 FY27) from Operations Footprints 1993 42 3 ~334 Mn Litres ~30 Mn ~ 9 Mn INR 15,411 Mn 13* Brands across Distilled annually Cases annually Regu
Slide 14: Two engines. One integrated platform
Two engines. One integrated platform Consumer Manufacturing Revenue (INR Mn) EBITDA/Ltr (INR) +10% CAGR +91% 6.2 CAGR 5.6 8,643 8,997 1,644 7,417 1,293 3.4 4,992 1,149 2.0 452 2024 2025 2026 H1 FY27 2024 2025 2026 H1 FY27 2024 2025 2026 H1 FY27 Regular & Others Prestige & Above What we produce The R
Slide 15: 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 Chandigarh Regular & Others Delhi, Haryana, West and cash generation largest volume growth Punjab Bengal opportunity and is
Slide 16: 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 H1 FY27 from ~6% in FY24 to ~19% in H1 FY27 -6% -1% 10,641 -12% 9,936 1,644 1,293 -62% 7,869 452 6,141 1,149 R&O –
Slide 17: DWAAR Indian Craft Whisky
INSPIRED BY HERITAGE CRAFTED FOR TODAY DWAAR is our new Indian Craft Whisky that blends rich heritage with contemporary taste, designed for the modern Indian consumer. DWAAR PX SHERRY CASK FINISH Enhanced depth and complexity with a distinctive character. INDIAN CRAFT WHISKY BOLD & WOODY PROFILE A r
Slide 18: Premiumization: Portfolio architecture for sustainable value creation
Portfolio architecture for sustainable value creation MARKET MAKERS Luxury Value • Build aspirational brands Transformational Growth Acceleration • Drive innovation & category creation • Strengthen brand equity & premium image Shaping the future through innovation and leadership PREMIUMIZATION FUTUR
Slide 19: State of the art manufacturing units
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 & Ethanol, Con
Slide 20: A stronger ESG score, backed by measurable action
A stronger ESG score, backed by measurable action GLOBUS SPIRITS LIMITED KEY STRENGTHS RECOGNISED IN THE ASSESSMENT 59/100 +9 points 36% ZLD Up from 50 to 59 Renewable energy Water stewardship Renewables represented ~36% of total energy use Zero Liquid Discharge operations mean no process in FY2026,
Slide 21: Driving execution: 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 22: Thank You
COMPANY : Globus Spirits Limited CIN: L74899DL1993PLC052177 Name: Mr. Nilanjan Sarkar, CFO Email: [email protected] 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