LT FOODS LIMITED
Geojit BNP Paribas
| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 06 Aug 2025 | LT Foods |
Geojit BNP Paribas
|
404.30 | 424.00 | 468.15 (-13.64%) | Target met |
Sell
|
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| 20 Dec 2024 | Tata Consumer |
Ventura
|
1167.20 | 679.00 | 889.45 (31.23%) | 41.83 |
Sell
|
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| 13 Nov 2024 | LT Foods |
Geojit BNP Paribas
|
404.30 | 322.00 | 365.50 (10.62%) | Target met |
Sell
|
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| 20 Sep 2024 | United Breweries |
Motilal Oswal
|
1784.60 | 1800.00 | 2089.75 (-14.60%) | Target met |
Sell
|
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| 12 Aug 2024 | Sula Vineyards |
Keynote Capitals Ltd
|
249.55 | 445.00 | 483.30 (-48.37%) | Target met |
Sell
|
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| 26 Jul 2024 | United Spirits |
Keynote Capitals Ltd
|
1429.10 | 1285.00 | 1415.40 (0.97%) | Target met |
Sell
|
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| 26 Jul 2024 | United Breweries |
Motilal Oswal
|
1784.60 | 1800.00 | 2037.00 (-12.39%) |
Sell
|
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| 28 Jun 2024 | LT Foods |
Geojit BNP Paribas
|
404.30 | 230.00 | 256.24 (57.78%) |
Sell
|
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| 15 Feb 2024 | Sula Vineyards |
Keynote Capitals Ltd
|
249.55 | 570.00 | 596.45 (-58.16%) | Target met |
Sell
|
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| 05 Feb 2024 | Varun Beverages |
Keynote Capitals Ltd
|
470.20 | 1255.00 | 1302.50 (-63.90%) | Pre-Bonus/ Split |
Sell
|
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| 07 Dec 2023 | LT Foods |
Geojit BNP Paribas
|
404.30 | 201.00 | 224.05 (80.45%) | Target met |
Sell
|
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| 10 Aug 2023 | LT Foods |
Geojit BNP Paribas
|
404.30 | 160.00 | 175.20 (130.76%) | Target met |
Sell
|
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| 31 Jul 2023 | United Breweries |
Motilal Oswal
|
1784.60 | 1200.00 | 1540.25 (15.86%) |
Sell
|
|||||
| 06 May 2023 | United Breweries |
Motilal Oswal
|
1784.60 | 1190.00 | 1398.65 (27.59%) |
Sell
|
|||||
| 23 Oct 2022 | United Breweries |
Motilal Oswal
|
1784.60 | 1400.00 | 1615.80 (10.45%) | Target met |
Sell
|
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| 28 Apr 2022 | United Breweries |
Motilal Oswal
|
1784.60 | 1150.00 | 1570.10 (13.66%) |
Sell
|
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| 31 Jan 2022 | United Breweries |
Motilal Oswal
|
1784.60 | 1200.00 | 1650.40 (8.13%) |
Sell
|
On-trade impact to be an overhang; rising commodity costs to weigh on earnings
Motilal Oswal
estimates; however, sales were lower than expectations because of a higher-than-anticipated impact of restrictions in key cities towards the end of the quarter as well as a sequentially weaker mix. Commodity costs are on a rising trend and on-trade being impacted in 4Q...
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| 27 Sep 2021 | United Breweries |
ICICI Securities Limited
|
1784.60 | 1400.00 | 1555.55 (14.72%) | Target met |
Sell
|
United Breweries
ICICI Securities Limited
UBL and the beer industry in general, has been facing unfavourable macro-climate since 3 years (Q1 disruption). With still stressed beer sales, UBL would have to shore up further debt (|115 cr LTD in FY21) to deposit the penalty. The scenario if undertaken, is expected to create near and medium term challenges for the company. UBL can however, appeal to the Supreme Court of India within 60 days...
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| 24 Sep 2021 | United Breweries |
Motilal Oswal
|
1784.60 | 1170.00 | 1555.55 (14.72%) |
Sell
|
CCI penalty a significant sentiment dampener
Motilal Oswal
The penalty comes on the back of a detailed probe ordered four years ago with regard to alleged cartelization and price fixing by all the three major Beer players that came to light when AB InBev (after its global acquisition of SABMiller) came to acquire the business of SABMiller India. The period of cartelization is considered to be from CY07 to at least 10th Oct'18, with CIPL joining in from CY12, and the All India Brewers Association (AIBA) serving as a platform facilitating such cartelization since CY13. The companies were found to have exchanged commercially sensitive...
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| 24 Mar 2021 | United Breweries |
Motilal Oswal
|
1784.60 | 972.00 | 1217.00 (46.64%) |
Sell
|
Recovery on track; next few months pose acid test
Motilal Oswal
Global trends catching on faster in emerging markets: Technology is accelerating global trends in the developing markets. The management believes global trends toward lower/no alcohol products could be at play in India as well....
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