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Associated Alcohols & Breweries reported a sharp margin decline in Q2 FY27, with management citing grain, PET and glass cost inflation and weak ethanol realizations. Q2 ethanol EBITDA margin was only 1%, and management did not reaffirm prior FY27 EBITDA guidance.
Rising grain costs for distillers and excess ethanol supply in India point to weaker ethanol demand for feedstock and pressure on ethanol-linked co-product margins, a modest bearish signal for grain-based inputs.
blog.perivis.comEavesdropper SharmaNov 13, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
