Company Interview / Pouring momentum into Lark’s global expansion

Key points:

Strong focus on expanding Lark Distilling’s (ASX:LRK) presence in domestic and international markets Heritage and quality position Lark as a leading Australian whisky brand New distillery investments and product innovations underway Growth, new packaging and international partnerships seen as central to future profitability

Stuart Gregor expresses enthusiasm about joining Lark Distilling (ASX:LRK), describing it as a special place known for producing some of the world’s greatest whiskies. Gregor notes the brand’s rich heritage and its key role in the Australian whisky industry. He points to recent developments, such as new packaging and “liquid”, and highlights the upcoming completion of a major distillery upgrade in Pontville and renovations at the iconic Davie Street tasting room in Hobart, both expected to drive local momentum.

Gregor sees significant growth potential domestically, particularly across Tasmania and the mainland, along with expanded opportunities in travel retail and international markets. He mentions a new distribution presence in Southeast Asia, especially Singapore, Malaysia, Indonesia, Thailand, Vietnam, China and Hong Kong, leveraging relationships from his work with Four Pillars Gin. Gregor observes the growing competitiveness in both the Australian and global whisky sectors, but feels Lark Distilling has a heritage advantage, referring to its historic foundation and prime access to quality oak casks.

Turning to financials, Gregor acknowledges the $11.3 million FY25 loss but is encouraged by four quarters of growth and a robust balance sheet after a recent capital raise. He expects the new “Curio by Lark” product, packaging upgrades and whisky releases in 2026 to boost global appeal and support the path to profitability.