| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 23 Jul 2025 | United Breweries |
Anand Rathi
|
1748.00 | 2420.00 | 2016.90 (-13.33%) | 38.44 |
Buy
|
Strong Q1 volumes led by share gains, but margins disappoint; Buy
Anand Rathi
Market share gains, the lower base (owing to elections) and sustained premiumisation drove an 11% rise in United Breweries’ volumes in Q1 (above the Street’s 5-7% estimate).
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| 28 Aug 2025 | Radico Khaitan |
Ventura
|
3229.50 | 4133.00 | 2840.00 (13.71%) | 27.98 |
Buy
|
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| 07 Nov 2025 | Allied Blenders |
ICICI Direct
|
660.75 | 760.00 | 642.90 (2.78%) | 15.02 |
Buy
|
Allied Blenders & Distillers
ICICI Direct
About the stock: Allied Blenders & Distillers (ABDL), incorporated in 1988, is third largest IMFL company in terms of sales volumes between FY14-22. It has 18 IMFL brands in the portfolio; 4 out of it are Millionaire brands. Premiumisation is core of the long-term growth strategy. Prestige & Above (P&A) brands contribution increased to 40.4% in FY25 vs. 25% in FY18. Q2FY26 performance: ABDL's Consolidated net revenues 14.1% YoY growth to Rs.990.1cr driven by strong 28% volume growth in P&A segment (contributes 47% to overall volumes). Gross margins reported 158bps YoY improvement to 44.4% due...
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| 31 Oct 2025 | Radico Khaitan |
ICICI Direct
|
3229.50 | 3710.00 | 3131.50 (3.13%) | 14.88 |
Buy
|
Radico Khaitan
ICICI Direct
About the stock: Radico Khaitan (RKL) is one of the recognised IMFL company in India with portfolio of 8 millionaire brands. It has one of the largest liquor manufacturers in India with a capacity of 321mn litres p.a. Prestige & Above (P&A) contribution has gone up to 67% in Q1FY26 due to strong traction to products. Q2FY26 performance: RKL reported strong set of results in Q2FY26 with net revenues growing by 34% YoY to Rs.1493.9cr. Strong revenue growth was driven by 37% YoY volume growth (P&A segment volumes grew by 22%). Despite stable raw material environment, gross margins stood flat at 43.6% as portfolio mix tilted...
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| 03 Nov 2025 | Radico Khaitan |
ICICI Direct
|
3229.50 | 3710.00 | 3193.60 (1.12%) | 14.88 |
Buy
|
Radico Khaitan
ICICI Direct
About the stock: Radico Khaitan (RKL) is one of the recognised IMFL company in India with portfolio of 8 millionaire brands. It has one of the largest liquor manufacturers in India with a capacity of 321mn litres p.a. Prestige & Above...
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| 01 Nov 2025 | United Spirits |
Motilal Oswal
|
1411.70 | 1575.00 | 1431.40 (-1.38%) | 11.57 |
Neutral
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| 06 Aug 2025 | Radico Khaitan |
Sharekhan
|
3229.50 | 3428.00 | 2837.60 (13.81%) | 6.15 |
Buy
|
Robust Q1; momentum to continue
Sharekhan
RKL’s Q1 numbers were robust, beating estimates on all fronts. Consolidated net revenue grew by 32.5% y-o-y to Rs. 1,506 crore, higher than our and average street expectation of Rs. 1,346 crore and Rs. 1,355 crore, respectively, aided by y-o-y IMFL volume growth of 37.5%.
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