Discover and read the best of Twitter Threads about #unitedspirits

Most recents (7)

Case Study 3 : #UnitedSpirits / #DiageoIndia 🍻
CMP – 629.25 (4/6/2021)

(Must read Thread 🧵for #TA & #FA learners)

Fundamentals Sound & Technically Breakout Soon Candidate !

#TechnoFundaInvesting

@dmuthuk hope you like our detailed analysis🙏

@caniravkaria
@rohanshah619
1⃣United Spirits Limited, abbreviated to #USL (Diageo India) is an Indian alcoholic beverages company, and the world's second-largest spirits company by volume.

#UnitedSpirits #USL #DiageoIndia #StockMarket #TechnoFunda #Investing
2⃣Company has a comprehensive brand portfolio with over about 80 brands of Scotch whisky, IMFL whisky, brandy, rum, vodka and gin.

11 of these brands sell more than a million cases annually.

#UnitedSpirits #USL #DiageoIndia #StockMarket #TechnoFunda #Investing
Read 17 tweets
#UnitedSpirits (UNSP)

Management ConCall held on 24 May 2021 after 4QFY21 - Key Takeaways

Source - Yes Securities

Time for thread 👇🏻👇🏻👇🏻

@dmuthuk



(1/n)
Management Update – Hina Nagarajan will take charge as New MD & CEO from 1st July 2021. Prior to this, she was MD at Africa regional markets at Diageo, 30 years of experience in CPG businesses & worked with various organizations like Nestle, RB, Mary Kay India.
·

2/n
P&A segment–Adjusting for ₹2.5bn revenue of Scotch in Q4FY20, revenue grew ~31% implying strong resiliency of the brands. Scotch segment grew double digit, fastest growing business in portfolio, offset by contraction of owned business in AP, unwinding of franchise business
3/n
Read 15 tweets
#UnitedSpirits (UNSP)

4QFY21 Result - First Cut from #GoldmanSachs

Time for thread 👇🏻👇🏻👇🏻

@dmuthuk (1/n)
UNSP reported 4QFY21 of 12% y/y revenue growth

Reported EBITDA growth of 52% y/y due to lower ad spend and lower employee cost

2/n
Prestige & Above segment reported a volume growth of 9% y/y. Growth was driven by off trade channel and strong demand for scotch.

3/n
Read 9 tweets
Diageo-Backed United Spirit May Sell Mass (popular) Brands
 
#UnitedSpirits (#UNSP)

Time for thread 👇🏻👇🏻👇🏻

@dmuthuk @Kiran24Rajput

(1/n)
UNSP, a unit of drinks major Diageo, has tasked investment bank Morgan Stanley to find potential buyers for select “popular” mass-priced brands as it looks to take on French rival Pernord Ricard and adopt a premiumisation strategy

2/n
For the year ended 31 March 2020, UNSPs "prestige and above" segment represented 65% of its total net sales and 51% of total sales volume.

3/n
Read 8 tweets
#unitedspirits @DiageoIndia #Q3marketupdates
Q3fy21 highlights
Net sales down 3.6%, improved qoq driven by off-trade resilience,trade recovery offset by contraction of business in Andhra Pradesh
Prestige & Above - Net sales down 0.8%
Popular segment sales down 6.7%, led by decline 5.7% in priority states Increased consumer prices, unfav state mix contributed to decline
Gross margin 44.6%, up 24bps versus Q2fy20, driven by benign commodities and continued focus on productivity during Q3
EBITDA 384 Crs, down 9.5%
EBITDA margin 15.4%, down 100bps, driven by lower fixed cost absorption, increase in admin expenses
Interest costs 38 crs, down 17% driven by reduced debts and lower interest rates PAT 230 crs
PAT margin 9.2%
Read 5 tweets
#CommonSenseTrading tells me.. with all the pent up demand for alcohol on 31st Dec... Will liquor stock prices go up? #ChartsforFUN

P.S. please take this thread with a pinch of salt. I am in no way promoting consumption of alcohol.

Some #PartyStocks on my radar
👇👇👇
#AssociatedAlcohols
CMP 299

This stock has always been on my radar valuation wise.
Best small cap in this space.
Attractive P/E and P/BV
Sales & CFO improving.

CNH formation on Daily
Double bottom on Weekly
Charts look very promising!

@AnyBodyCanFly
#UnitedSpirits
CMP 572
A portfolio grade stock for sure.
Very reasonable compared to its Parent Co.
Charts look good for MT as well.. as it has given a fresh BO on weekly charts (wait for tomorrow's close to confirm)

@dmuthuk
@Prakashplutus
Read 6 tweets
#unitedspirits #diageoindia

Q2fy21
Net sales declined 6.6%,sequentially improved over last quarter
Net sales declined 3.4% after adjusting for one off benefit of bulk scotch sales last yr
Prestige & above segment grew 1%
Popular segment sales declined 12.5 over last yr
#nifty
Priority sales declined 10% over last year,increased consumer prices & unfavorable state mix impacted demand
Gross margin down 42.1% over 284bps driven by contraction in Andhra pradesh & decline in south franchise business
Ebidta 270cr ,down 35.1%,Ebidta margin 12.6% down
Ebidta margin affected by higher A&P investment to support rollout of 2 core brands, Mcdowells No.1 whiskey & Royal challenge
Interest cost 51 cr,12% higher compared to last year
PAT 128 cr, down 43%
#nifty #sensex #StockMarket #stocks @United_Spirits
Read 6 tweets

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