Discover and read the best of Twitter Threads about #unitedspirits

Most recents (11)

In last 4 Months I have suggested 40 Stocks. Here, I am trying to figure out how much money💸💸 would have become by Investing Rs 1 lakh in each of the 40 stocks.
@StocksTreasures @itsqfa @farirf07 @kuttrapali26 @nakulvibhor @JakeraChoudhury
➡️Recommendation Date of #FMCG Stocks is 3 July
➡️#vbl #ITC #RadicoKhaitan #unitedspirits #ubl #emami #hindustanunilever #nestle #tataconsumer
➡️Recommendation Date of #Financial Stocks is 9 July
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
Read 7 tweets
Globus spirits - Business Analysis

A great play on ethanol theme?

Sometimes I drink water to surprise liver, But can Globus spirits surprise with its performance?

A thread🧵
#globussprits #unitedspirits #diageo #radicokhaitan #investing #stocks #nse
2) Story/ theme

- Contract Manufacturing
- Ethanol blending
- Premiumization of spirits
3) About Company
It is engaged in manufacturing of IMIL, IMFL, bulk alcohol, hand sanitizer & franchise alcohol blotting

It's a unique 360° business model with forward & backward Integration
Read 17 tweets
🌟Looking forward to #MuhuratTrading?

🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨

#StockMarket #stocks
@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁


💫Checkout his complete #Trinkerr portfolio:
@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁


💫Checkout his complete #Trinkerr portfolio:
Read 18 tweets
#UnitedSpirits - A story of the Spirits in India (Thread)

USL is subsidiary of global leader Diageo PLC. world’s second-largest spirits company by volume

Disc - Personally invested and continue in SIP mode in this stock. Not a suggestion

cc - @dmuthuk

The company manufactures, sells and distributes an outstanding portfolio of spirits
ranging from premium brands such as Johnnie Walker, Black Dog to Aspiring class including McDowell’s No1, White Mischief etc.

PRO - They have something for every class of income

Growing industry - Rs 3.9 trillion alcohol beverage market to grow at 6.8% till 2023: ICRIER

The share of the upper-middle income group in alcohol consumption has increased steadily from 7 per cent to 21 per cent and is expected to increase to 44 per cent by 2030

Read 13 tweets
Case Study 3 : #UnitedSpirits / #DiageoIndia 🍻
CMP – 629.25 (4/6/2021)

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

Fundamentals Sound & Technically Breakout Soon Candidate !


@dmuthuk hope you like our detailed analysis🙏

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 👇🏻👇🏻👇🏻


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.

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
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

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

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

Time for thread 👇🏻👇🏻👇🏻

@dmuthuk @Kiran24Rajput

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

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.

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
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!

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)

Read 6 tweets
#unitedspirits #diageoindia

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
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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