Investor Presentation: Q1 2026
Andrew Peller Limited, Canada’s largest publicly traded wine producer, maintains a robust market position through a diversified portfolio of approximately 50 brands ranging from ultra-premium to value segments. The company operates across Canada with a significant asset base exceeding $500 million, encompassing over 600 acres of owned estates and vineyards in Ontario and British Columbia, alongside modern production facilities. With a history spanning 46 years of dividend payments, the organization focuses on sustained long-term value creation through operational efficiency, brand innovation, and the strategic monetization of non-core assets.
Financial performance for the first quarter of fiscal year 2026 demonstrates positive momentum, with EBITA reaching $16.1 million, a 25.4% increase compared to the same period in the previous year. This growth was supported by a 400-basis-point expansion in margins, bringing the quarterly margin to 42.4% on $99.2 million in sales. These results follow a strong fiscal year 2025, which saw annual revenue of $389.6 million and a 25% year-over-year increase in EBITA. The company’s strategic priorities include achieving above-category revenue growth, further margin expansion, and reducing debt levels to a target range of 2.5x to 3.0x.
The company leverages a national distribution network of over 11,000 points, including liquor boards, hospitality venues, and retail channels. Key growth drivers involve continued investment in premiumization, the expansion of "better-for-you" and craft beverage alcohol categories, and the development of wine-focused economic clusters. By integrating estate winery experiences—such as the highly visited Peller Estates and Trius—with a broad retail presence, the company aims to capitalize on the economic development potential of Canada’s primary wine regions while maintaining a disciplined approach to capital allocation and debt reduction.
