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Priyam Mehta

1st May · SEBI-Registered Analyst

📊 Financial Performance
GLOBUSSPR

GLOBUSSPR
📈 Growth Triggers & Policy Benefits Rajasthan’s new liquor policy (effective FY27) is expected to boost volumes and pricing power. Likely benefits include: Higher realization (price increase in country liquor) Increase in guaranteed volumes Lower bottling costs for premium products This could significantly improve margins over the next 1–2 years. 📊 Financial Performance The company has shown strong profit growth trend in recent quarters. Revenue growth remains healthy, supported by ethanol + liquor segments. Profitability has improved due to better operating leverage and cost efficiencies. 📅 Upcoming Events Board meeting scheduled to: Approve Q4 FY26 and full-year results Consider dividend announcement Earnings conference call planned shortly after results—important for guidance. 📉 Stock Movement & Technical View Stock has been volatile: Recently hit a 52-week low around ₹800 zone Then saw sharp recovery with strong buying interest Currently trading near ₹1,100 range with mixed sentiment: Short-term volatility Medium-term recovery trend intact 🧠 Market & Industry Outlook Increasing competition due to: Entry of global liquor brands Possible impact from cheaper imported wines However, long-term outlook remains positive due to: Rising alcohol consumption in India Premiumization trend Ethanol blending opportunity

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