|
05 Sep 2025 |
United Spirits
|
Consensus Share Price Target
|
1312.10 |
1531.09 |
- |
16.69 |
buy
|
|
|
|
|
26 Oct 2022
|
United Spirits
|
Motilal Oswal
|
1312.10
|
880.00
|
873.65
(50.19%)
|
Target met |
Neutral
|
|
|
|
|
25 Oct 2022
|
United Spirits
|
ICICI Direct
|
1312.10
|
1050.00
|
863.50
(51.95%)
|
Target met |
Buy
|
|
|
|
|
25 Oct 2022
|
United Spirits
|
ICICI Securities Limited
|
1312.10
|
940.00
|
896.35
(46.38%)
|
Target met |
Accumulate
|
|
|
Revenue growth print (at 18% YoY) was robust (ahead of consensus estimates) on the back of 14% YoY volume growth in Prestige & Above portfolio.
|
|
28 Jul 2022
|
United Spirits
|
ICICI Direct
|
1312.10
|
920.00
|
780.65
(68.08%)
|
Target met |
Buy
|
|
|
|
|
27 Jul 2022
|
United Spirits
|
Motilal Oswal
|
1312.10
|
790.00
|
780.65
(68.08%)
|
Target met |
Neutral
|
|
|
|
|
01 Jul 2022
|
United Spirits
|
Ashika Research
|
1312.10
|
875.00
|
788.80
(66.34%)
|
Target met |
Buy
|
|
|
|
|
01 Jun 2022
|
United Spirits
|
ICICI Direct
|
1312.10
|
960.00
|
801.50
(63.71%)
|
|
Buy
|
|
|
|
|
31 May 2022
|
United Spirits
|
ICICI Securities Limited
|
1312.10
|
940.00
|
822.65
(59.50%)
|
Target met |
Accumulate
|
|
|
UNSP’s two transactions of brand sales (slump sale + franchising (for now)) is an attempt to free organisation’s resources on what can add more value in the longterm. Classic case of: “What not to do is more important than what to do?” given resources are constrained in real life. In our opinion, (select) part of the street getting concerned on no immediate (optical) benefit, is too myopic.
|
|
30 May 2022
|
United Spirits
|
Motilal Oswal
|
1312.10
|
805.00
|
809.40
(62.11%)
|
Target met |
Neutral
|
|
|
|
|
28 Jan 2022
|
United Spirits
|
ICICI Securities Limited
|
1312.10
|
1050.00
|
854.95
(53.47%)
|
|
Buy
|
|
|
We remain positive on the long term growth prospects of the stock and maintain our BUY recommendation Target Price and Valuation: We value USL at | 1050 i.e. 52x P/E on FY24E EPS...
|