Vineeth K Profile picture
Oct 29, 2021 13 tweets 6 min read Read on X
#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

1/n
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

2/n
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

3/n
India & Spirit growth -

- The country that consumes the most whiskey in the world is India
- The rising affluence of India’s middle class will drive the growth ~10% year in the $33B market

USL's focus is forward looking in the right direction to tap consumer spend

4/n
As the industry continues to grow, it also offers a moat status with very low chances of disruption, highly regulated in India and complex policies on liquor

Premiumization is phenomenon playing out and it is benefitting USL - Prestige & Above segment net sales grew 20-30%

5/n
COVID Shifts

- Consumption at home making alcohol semi-essential
- Home-delivery opened up in some areas
- Shift from beer to Scotch & Whiskey

Once workplaces, bars open, social drinking will open up and some of the home consumption would still continue

6/n
Transformation

- High experience retail stores opening in Tier 1 & Tier 2 cities

- Increased demand for premium upper prestige liquor (as home consumption made these more affordable. the same brand costs 2x to 3x in bars) = MORE VALUE TO THE CUSTOMER at same price

7/n
Innovation - Strengthen exists brands, Make in India & also bring global brands to India

- One of the most loved beer globally (Guinness) to be introduced to India
- Craft continues to excel due to the low price and fresh brewed - Epitome Reserve 100% rice grain

8/n
Financials

- Sharp growth in revenue and PAT over the last few quarters
- Key focus on becoming debt free (Less debt == less interest == more value)

Focus on stakeholder value generation

- long-term value to all our Stakeholders
- Dividend payout in future

9/n
Key shifts

10/n
Social responsibility and education

- Launch of DrinkIQ India website
- Moving India towards ‘Drink Better, not More’

11/n
Key triggers & shift

- New leadership team with new strategy
- Fixing balance sheet by getting rid of debt
- Controlling operations and supply chain by improving efficiencies and improving margin
- Focus on Premiumization
- Focused investment on core brands

12/n

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More from @DealsDhamaka

Nov 24
#PUNE AGRI TOURISM - PICNIC 🧺

Went on a PICNIC with 15+ families today

Meher Retreat located 42Kms from Pune

Rs.750+ Taxes/person (we got 15% off)

- Multiple Activities - Boating 🛶 , Bullock Cart Ride, Tractor 🚜 ride, animal farm 🐐 🪿 🦃 🐄 🐂 🦜 , kids play area, Magic show, swimming pool, rain dance, water slides etc.

- Paid activities - Pottery, mini digger

- Unlimited meals - Breakfast, lunch, Hi-Tea, Sugar cane juice

- Hurda Special Activity

- Farm fresh produce sale

Kids to elders, every liked it within the budget

#TravelImage
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Activities
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Activities 2 Image

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Read 6 tweets
Sep 7
After 1.2M views for the BANKOK TRIP, here is ⤵️⤵️⤵️

PART 2 - Trip to 🇹🇭 THAILAND & MALAYSIA 🇲🇾

Covering #MALAYSIA – Scenic Parks, Luxurious Stays, and Culinary Delights!

- Family of 3 (Wife, 4yr old kid & me)
- 3 Days
- Total Spend 40K INR + CC points

Itinerary & details below (with Food & locations for INDIANS 🇮🇳)👇
Will share all the links at the bottomImage
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DAY 3 - Landed at 3PM in #Malaysia from #Bangkok …

Started with a shocker - Forgot our passports in the airport trolley & had to go back 😢 2 hours wasted.

Booked Hotel in Central location. #AIRPORT to #HOTEL is 57 Km, takes 45mins to 1 hour

Used GRAB Taxi - it took us 80 MYR ~Rs.1500.

There is KLAI EXPRESS (Direct train to central) which charges 45 MYR per person. So for 2 or more people, Cab is cheaper.

Ours is unplanned itinerary, if you are planning before - Look at KLAI TRAVEL PASS. At 80 MYR, you can take most train & bus rides for 2 days + one way to KLAI TerminalImage
DAY 3 - THE MAJESTIC HOTEL 🏨

One of the best properties I have stayed. Original property is from 1932 & I stayed in an extended property estd. in 2012

COST - Rs.0 + 48000 Marriott points

How ? 15000 Marriott points from BONVOY card yearly free night + 25000 Amex points transferred at 30% bonus.

Actual price of hotel- Rs.62000

ROOM - Upgraded to Jr.Suite
- Free shuttle to KL Central for everyone

MB Platinum benefits

- Free Breakfast for 3 days - Amazing spread (MB PLAT)
- Free Evening snacks + drinks
- 1000 MB points credited

For people who want INDIAN FOOD, you can stay here - KL SENTRAL is 10 mins via. Shuttle and there are tons of Indian restaurants there. Or there are a few properties in SENTRAL itself - ALOFT, HILTON etc.
Read 28 tweets
Aug 25
Trip to 🇹🇭 THAILAND & MALAYSIA 🇲🇾

Exploring Southeast Asia: A Journey Through Malaysia & Bangkok – Safari Adventures, Scenic Parks, Luxurious Stays, and Culinary Delights!

- Family of 3 (Wife, 4yr old kid & me)
- Covered cities only (6 days)
- Total Spend 1.1 Lakh INR + CC points

Itinerary & details below 👇
Will share all the links at the bottom

#Travel #ccgeekImage
Trip planned only 6 days before, turned out to be a bit expensive

DAY 0 -> MUMBAI TO BANGKOK

Via. Air India

Booked with Air India miles (32000) + Rs.6000 for 2 tickets and Rs.20000 revenue for 3rd ticket

Total revenue cost Rs.26000

ADANI WEST LOUNGE IS GOOD (Perks of Air India Platinum Membership)

Landed in Bangkok and booked cab to hotel

29 Kms - 222 BHAT (~Rs.500 INR) booked through BOLT - Car was Toyota ALTIS

One can get cheaper flight tickets via AVIOS miles if booked 3-4 months earlyImage
DAY 0

Hotel - NOVOTEL SUKHUMVIT 4

Excellent Rooms & Views
Indian Menu Available
Includes the Breakfast in booking

Food is decent …

Cost for 3 nights - Rs.27000

Paid with 14000 Accor points + Rs.185

SIM - Free of cost

Took Matrix sim using VISA FOREX offer.


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Read 19 tweets
Jul 2
NEW TO INVESTING ? Few things to keep in mind … 📕📕📕

Most of them were true in my case

Overconfidence - Many individual investors tend to believe they can consistently pick winning stocks, leading them to trade frequently. This overconfidence often results in higher transaction costs and lower overall returns.

#Investing
Loss Aversion : Investors often hold on to losing stocks for too long or keep averaging , hoping they will recover, rather than cutting their losses. This reluctance to sell at a loss can lead to missed opportunities in more profitable investments.
Recency Bias: After experiencing recent gains in the market, investors may expect the trend to continue and invest more aggressively. Conversely, after recent losses, they may become overly cautious, missing out on potential gains.
Read 7 tweets
Jun 20
'సంపాదించడం' ఎలా 🧵

డబ్బు కన్నా సంపద మిన్న

1) మనం పడుకున్నప్పుడు కూడా సంపాదించే ఆస్తులు ఉండటం 'సంపద'

2) మన దెగ్గర నుండి దోచలేని జ్ఞానమ్ ఉండటం 'సంపద'

1/n
3) రేపు ధనం పోయినా, బలం పోయినా, బలగం పోయినా, హోదా పోయినా - ఎలా అయినా బతికేస్తాం అనే ధైర్యం ఉండటం 'సంపద'

4) నైతికంగా తప్పుదోవ పట్టకుండా ధనం సమకూర్చటం 'సంపద'

2/n
5) కష్టాలు నేర్పిన పాఠాలు 'సంపద'

6) కన్నీళ్లు పెట్టిన బాధలు 'సంపద'

7) జీవితంలో వచ్చే ప్రతిఫలాలు, సంబంధాలు, జ్ఞానం నేర్చిన కొద్దీ చక్ర వడ్డీ ఇస్తాయి అని తెలుసుకోవటం సంపద

3/n
Read 6 tweets
Jun 16
BEST FUEL CREDIT CARDS in INDIA 🧵

Fuel has become more expensive than ever at ~110/Ltr

One can save 3-7% on fuel using the following credit cards below :

#ccgeek #CreditcardImage
SBI BPCL Octane Card

Joining Fee - Rs. 1499 + GST
Annual Fee - Rs. 1499 + GST (Waived off on 2L Spend)

Welcome Benefit - Get 6000 bonus reward points equivalent to INR 1500

Fuel Rewards - Enjoy 7.25% Value back
~ 25X Reward Points on fuel purchases at BPCL petrol pumps (Maximum 2500 Reward Points per billing cycle) - 6.25% + 1% Fuel surcharge waiver on every BPCL transaction upto ₹ 4000

Link to apply - bitli.in/8uk0j5XImage
SBI BPCL Card

Joining Fee - Rs. 499 + GST
Annual Fee - Rs. 499

Welcome Benefit - Get 2000 bonus reward points equivalent to INR 500

4.25% Valueback ~ 13X* Reward Points on fuel purchases at BPCL petrol pumps. Maximum 1300 Reward Points per billing cycle

3.25% + 1% Fuel surcharge waiver on every BPCL transaction upto ₹ 4000 (exclusive of GST and other charges)

Link to apply - bitli.in/8uk0j5XImage
Read 8 tweets

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