Discover and read the best of Twitter Threads about #unitedspirit
Most recents (1)
Alcobev Virtual Conference hosted 8 companies: listed and unlisted players; Management commentaries highlight positive trends after the extreme phase of Covid-19
#UnitedSpirit #UNSP a stock worth accumulating.
Time for a thread 👇👇👇
@dmuthuk @Kiran24Rajput
(1/n)
#UnitedSpirit #UNSP a stock worth accumulating.
Time for a thread 👇👇👇
@dmuthuk @Kiran24Rajput
(1/n)
United Spirit Management comments on the industry and the company.
Demand has returned to pre-Covid-19 levels. It is also benefiting from some tailwinds – duty-free shifting to duty-paid and shift from beer.
(2/n)
Demand has returned to pre-Covid-19 levels. It is also benefiting from some tailwinds – duty-free shifting to duty-paid and shift from beer.
(2/n)
On-premise footfalls are still lower at 25-30%, while on weekends footfalls are a bit better. Wedding impact is still there but not that visible as the rest of the top end is growing well. Overall demand, including off-premise, has improved much better than expectation.
(3/n)
(3/n)
