Mumbai, 23 June 2025: GM Breweries Ltd (NSE: GMBREW) has officially notified the exchanges that its Board of Directors will convene on 15 July 2025 to assess and approve the unaudited standalone financial results for the first quarter of FY26, ending 30 June 2025.

The company’s disclosure has been filed in accordance with Regulation 29(1)(a) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, confirming the scheduled board meeting for quarterly financial review.

Board Meeting Snapshot

The company has specified that the upcoming announcement will relate solely to standalone performance, as per its regular quarterly reporting framework.

FY25 Performance Sets Steady Base for Q1 FY26

GM Breweries closed FY25 on a solid note, posting a net profit of ₹6,046 lakh and a total standalone revenue of ₹70,355 lakh. Market participants will be watching closely to see if this momentum carries through the first quarter of the new financial year, especially amid rising raw material costs and evolving regulatory scenarios in the liquor industry.

Company Overview: Market Presence and Operational Focus

GM Breweries Ltd, identified by ISIN INE075D01018, is listed on both NSE and BSE. The company is a prominent manufacturer of country liquor and Indian-made foreign liquor (IMFL), maintaining a dominant market presence in Maharashtra. Known for its cost-efficient model, debt-free balance sheet, and consistent profitability, GM Breweries has established itself as a reliable performer in the Indian alcoholic beverage sector.

In FY25, GM Breweries increased its market share in select regional territories and introduced optimisations across its production facilities to reduce bottling losses and improve output efficiency. This has helped the company preserve margins even in a rising input cost environment.

Recent Strategic Developments Strengthen GM Breweries’ Position Ahead of Q1 Results

Excise Duty Policy Favourably Aligned

Earlier this month, Maharashtra revised its liquor excise policy, raising duties on IMFL by 50–60% and introducing a new tax-free category, ‘Maharashtra-Made Liquor’ (MML). This change is expected to benefit GM Breweries, which has a strong presence in the country liquor segment. The policy shift sparked notable investor optimism, with the company’s shares witnessing a sharp rally following the announcement. The revised taxation structure is seen as a long-term positive for GM’s product portfolio and margin profile.

Board Recommends Consistent Dividend Payout

In April 2025, GM Breweries’ Board of Directors approved a final dividend of ₹7.50 per share (75%) for FY25. The record date for the dividend was set as 22 May 2025.

Institutional Interest Grows Through Bulk Deal Activity

On 11 June 2025, the stock saw heightened activity with a significant bulk deal executed on the NSE. Over 1.4 lakh shares were traded at an average price of ₹825. The volume and pricing of this transaction point to growing institutional interest in GM Breweries, likely fuelled by the favourable policy backdrop, sound financials, and anticipation of strong Q1 FY26 results.

Outlook: Steady Demand, Efficiency to Drive Bottom-Line

Analysts expect GM Breweries to maintain operational stability in Q1 FY26, supported by strong rural demand and a loyal consumer base for its country liquor offerings. However, margin performance may come under scrutiny if commodity pressures persist.

REF: https://nsearchives.nseindia.com/corporate/xbrl/PRIOR_INTIMATION_58266_1469612_23062025033848_WEB.xml

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