‹ All Posts
Sanjay Ahuja

22nd Oct · SEBI-Registered Analyst

DIWALI CHEER FOR LIQUOR STOCKS

The Indian Alcholic Beverage industry is undergoing a structural shift from traditional consumption patterns to a more lifestyle driven category. With rising affluence, evolving preference, and increasing demand for elevated experiences, most companies see substantial long-term opportunity in the premium and luxury segments. Given the strong growth momentum, this industry is poised to deliver more than 20% volume growth in FY26 with robust contribution from the prestige category. Below are some stocks which are trading near it's all time high levels:

RADICO
- this is one of the most recognised alcholic beverage company in India. It is also one of the largest providers of branded IMFL to the Canteen Stores Department, which has significant business barriers to entry. In Q1FY26, the company delivered it's highest-ever quarterly volumes, net sales and profitability. IMFL volumes grew by an impressive 37.5% led by strong demand for it's premium portfolio. A stable raw material environment and a favorable product mix supported healthy year-on-year margin expansion.
ABDL
- the company manufactures, purchase and sells Alcoholic Beverages, being the third largest liquor company in India with a large focus on premiumization to drive consistent growth in the long run. Premium brand contribution has gone up to 40% from 25% in FY18. Large shift to premium liquor products, launch of new products and expansion in newer markets will help the company's contribution to increase to 50% by FY28.

#WatchOutFor#FundamentalViews#TrendingSectors#MacroViews#Miscellaneous
803 likes·53 comments