Alcohol stock in which Dolly Khanna made a fresh investment in Q3 FY26 to keep an eye on

Synopsis:- An ace investor acquired a 1.1% stake by purchasing 1,05,693 shares in an alcohol-focused company during Q3FY26. The business showed strong operational recovery, margin expansion from 2% to 9%, low leverage of 0.13, and healthy fundamentals with a Piotroski score of 8.

The Breweries & Distilleries sector thrives on rising alcohol demand, fueled by urbanization and premiumization trends. In FY25, it posted 12% revenue growth, with IMFL volumes up 8% amid premium spirits surging 15%. Exports jumped 20% to Rs 15,000 crore, though high taxes and regulations cap margins at 18-22%. Capacity expansions target a 10% CAGR through 2030, navigating anti-alcohol policies.

With a market capitalization of Rs 1,440.66 crore, the shares of IFB Agro Industries Ltd were trading at Rs 1,538.00 per share, increasing around 5 percent as compared to the previous closing price of Rs 1,465.50 apiece.

Ace investor Investment

Dolly Khanna has made a fresh investment in Q3FY26 by acquiring 1,05,693 equity shares, representing a 1.1% stake in the company. As per the latest filings, she currently holds stakes in 10 listed companies, with her total publicly disclosed equity portfolio valued at over Rs 248.9 crore.

Financial & Other Highlights

Over the last one year, IFB Agro Industries Ltd showed a sharp recovery in topline performance. Revenue increased from  Rs 267 crore in Q2FY25 to  Rs 402 crore in Q2FY26, reflecting improved demand conditions and better execution. This rebound highlights normalization after a weak phase and improved contribution from core operating segments.

Profitability also improved meaningfully over the same period. Operating profit rose from  Rs 6 crore to  Rs 38 crore, while operating margins expanded from 2% to 9%. Net profit turned stronger as well, indicating operating leverage, tighter cost controls, and a healthier margin profile compared to the previous year.

IFB Agro Industries Ltd operates in alcohol and marine products with improving fundamentals. The stock trades at a P/E of 24x versus an industry average of 35x. Key ratios include ROCE of 6.75%, ROE of 4.35%, low debt-to-equity of 0.13, price-to-book of 2.02, and a strong Piotroski score of 8, reflecting balance sheet stability.

IFB Agro Industries Ltd is a diversified agro-based company engaged in manufacturing alcohol and marine products. Its operations include distillery and bottling of alcoholic beverages, processed marine foods, and feed products. With a long operating history, the company serves both domestic and export markets while focusing on improving efficiency and profitability.

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