Consumer Defensive
United Spirits Limited (unitdspr) Q1 FY27: PAT Up 51.6%, Revenue Grows 6%
United Spirits Limited (UNITDSPR) reports unaudited standalone Q1 FY27 results with a 51.6% surge in PAT and a 6% revenue growth.
United Spirits Limited (NSE: UNITDSPR), one of India’s leading beverage alcohol companies, reported its unaudited standalone financial results for the first quarter ended 30 June 2026. The company posted a profit after tax (PAT) of INR 391 crore, marking a 51.6% increase year-on-year. Net sales value (NSV) rose by 6% to INR 2,703 crore. The growth was primarily driven by a robust performance in the Prestige & Above segment, which saw a 10.1% increase in NSV, reflecting strong consumer demand.
Key Financial Highlights
The company’s EBITDA increased by 4.1% to INR 432 crore, while the EBITDA margin contracted slightly by 30 basis points to 16.0%. The net profit surge was also supported by effective cost management and strategic investments in the portfolio. Notably, the Popular segment experienced a 17.5% decline in NSV due to adverse policy changes in Maharashtra and Karnataka.
Segment Performance
The Prestige & Above segment accounted for 91.7% of the total net sales, up 3.4 percentage points compared to the same period last year. The Popular segment, however, contributed only 7.6% to the net sales, down by 2.2 percentage points. The company’s focus on high-margin segments and strategic interventions have been instrumental in achieving these results.
As a forward-looking statement, Mr. Praveen Someshwar, CEO & Managing Director, expressed confidence in the company’s growth trajectory, stating, ‘We have commenced fiscal 2027 on a strong note with double-digit growth in the Prestige & Above segment. Our consumer-centric interventions give us confidence to increase growth further as the year progresses.’ The company continues to future-proof its portfolio while creating enduring value for all its stakeholders.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of United Spirits Limited
United Spirits Limited belongs to the Consumer Defensive › Beverages – Wineries & Distilleries sector. Here’s a quick read on where the business and the stock stand today.
United holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG reaches 3.36. The stock trades on brand and index weight, not on growth. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock holds at 70% of its 52-week range with RSI at 60. In other words, neither side has a clear edge right now. Revenue grows at 5.6% and profits at 17.4%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of United Spirits Limited.
Consumer Defensive
Marico Limited (marico) Marks International Day of Climate Action with 89.3% Reduction in Operational Emissions Intensity Since FY13
Marico Limited (NSE: MARICO) marks International Day of Climate Action with an 89.3% reduction in operational emissions since FY13.
Marico Limited (NSE: MARICO) today highlighted significant progress in its climate action journey on the occasion of the International Day of Climate Action. Reinforcing its commitment to building a low-carbon future, the company has achieved an 89.3% reduction in Scope 1 and Scope 2 GHG emissions intensity compared to its FY13 baseline and a 29.95% reduction in Scope 3 GHG emissions intensity against its FY19 baseline.
Decarbonisation Efforts
The progress achieved to date has been driven by a combination of increased renewable energy adoption, energy-efficiency measures, process optimisation, and the transition to lower-carbon energy sources across operations. In FY2025-26, renewable energy accounted for 77.3% of Marico’s operational energy consumption, while its Scope 1 and Scope 2 emissions intensity stood at 0.84 tCO₂e per crore of revenue.
Future Goals
As part of its decarbonisation roadmap, Marico is targeting a 93% reduction in Scope 1 and Scope 2 emissions by 2030, compared to its FY13 baseline. Residual emissions will be addressed through carbon sequestration initiatives and verified carbon offsets.
Commenting on the occasion, Amit Bhasin, Chief Legal Officer, Group General Counsel and Secretary, CSR Committee of Marico Limited, said, “Climate action is an integral part of our business strategy and long-term growth agenda. Building a future-ready organisation requires sustainability to be embedded across operations, supply chains and decision-making processes.”
Additional details on Marico’s climate action journey, including its transition pathway, decarbonisation strategy, targets and progress, are available in the Climate Action Report FY2025-26.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Marico Limited
Marico Limited belongs to the Consumer Defensive › Household & Personal Products sector. Here’s a quick read on where the business and the stock stand today.
Marico moves sideways over three months, with neither buyers nor sellers taking control. The PEG stands at 5.08 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue grows at 11.8% and profits at 10.6% CAGR. However, that pace does not justify a premium multiple. The stock holds at 43% of its 52-week range with RSI at 41. In other words, neither side has a clear edge right now. Revenue grows at 11.8% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Marico Limited.
ABDL
Allied Blenders and Distillers Limited (abdl) Commences Commercial Operations at Malt Distillery in Telangana
Allied Blenders and Distillers Limited (ABDL) announced the commencement of commercial operations at its new malt distillery in Telangana, enhancing its prod.
Allied Blenders and Distillers Limited (ABDL) has announced the commencement of commercial operations at its new malt distillery in Rangapur, Telangana. This greenfield facility, with an approved manufacturing capacity of approximately 4.4 million barrels per annum, marks a significant milestone in expanding ABDL’s domestic production footprint and vertically integrating its core supply chain.
Enhanced Production Capabilities
The new malt distillery will enable ABDL to manufacture malt spirit in-house, providing the company greater control over the important input used in its whisky portfolio. This will help ensure consistent quality and provide a steady, dependable supply of malt spirit as production scales up.
Strategic Backward Integration
Commenting on the commencement, Amar Sinha, Managing Director, ABDL, said, “The start of operations at the malt distillery is an important step at ABDL, this underscores ABDL’s disciplined approach to backward integration and process excellence. Moving critical production inputs in-house enhances operating margins, insulates core brands from market fluctuations, and establishes a robust foundation for next-generation spirits development.”
Rangapur has evolved into the operational anchor of ABDL’s growth story. With grain distillation, PET bottle production, bottling operations, and now with malt distillation, ABDL has created an end-to-end, integrated manufacturing hub. This complete self-reliance provides total control over cost, quality, and supply continuity, while giving the teams the agility and scale to innovate and premiumize with speed.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Allied Blenders and Distillers Limited
Allied Blenders and Distillers Limited belongs to the Consumer Defensive › Beverages – Wineries & Distilleries sector. Here’s a quick read on where the business and the stock stand today.
Allied gains 21.4% over three months and trades near its 52-week highs. The PEG of 0.23 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Thin margins at 5.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Buyers show up with 2.0x the volume of sellers. Moreover, they dominated on 19 of recent sessions versus 11 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 7.4%, profits at 422.6%, and the PEG sits at 0.23 — below its growth rate. That combination is rare. Check Fundamentals of Allied Blenders and Distillers Limited.
Consumer Defensive
Mangalam Global Enterprise Limited (mgel) Q2 FY27: PBT Rises 41.85% Yoy to ₹12.27 Crore; Strengthens NEAT Everyday Business Presence Across India
Mangalam Global Enterprise Limited (MGEL) reports Q2 FY27 PBT up 41.85% to ₹12.27 crore, revenue up 39.21% to ₹982.56 crore.
Mangalam Global Enterprise Limited (MGEL), an integrated agro-processing company, announced its financial results for Q2 FY27. The company reported consolidated revenue from operations of ₹982.56 crore, up 39.21% YoY from ₹705.80 crore in Q2 FY26. Profit Before Tax (PBT) stood at ₹12.27 crore, a 41.85% YoY increase from ₹8.65 crore in Q2 FY26.
Financial Highlights
The results reflect the company’s performance across its agro-processing value chain and ongoing business initiatives. Key financial highlights include:
Q2 FY27
• Profit Before Tax (PBT): ₹12.27 crore, up 41.85% YoY from ₹8.65 crore in Q2 FY26.
• Revenue from Operations: ₹982.56 crore, up 39.21% YoY from ₹705.80 crore in Q2 FY26.
• Adjusted EBITDA: ₹23.10 crore, up 38.57% YoY from ₹16.67 crore in Q2 FY26.
H1 FY27
• Profit Before Tax (PBT): ₹22.71 crore, up 32.65% YoY from ₹17.12 crore in H1 FY26.
• Revenue from Operations: ₹1934.63 crore, up 23.67% YoY from ₹1564.34 crore in H1 FY26.
• Adjusted EBITDA: ₹44.28 crore, up 32.57% YoY from ₹33.40 crore in H1 FY26.
MGEL continues to strengthen its integrated agro-processing operations, focusing on sourcing, processing, value addition, and exports across key product categories, including castor oil, wheat, and rice. The company is also developing its consumer wellness portfolio through NEAT Everyday, with a retail presence across Mumbai, Ahmedabad, and Indore.
Commenting on the results, Mr. Vipin Mangal, Chairman, Mangalam Global Enterprise Limited, said: “Our Q2 FY27 results reflect the performance of our businesses amid evolving market conditions. We remain focused on strengthening our core agro-processing operations, improving operational efficiencies, expanding exports, and developing value-added offerings across our portfolio. Our expansion into the consumer wellness segment through NEAT Everyday also broadens our business presence and enables us to respond to evolving consumer needs. Going forward, we will continue to focus on strengthening our capabilities and creating sustainable long-term value for our stakeholders.”
MGEL is the flagship company of the Mangalam Group, which has a legacy spanning over eight decades. The company operates across the agricultural and agro-processing value chain, with activities encompassing sourcing, processing, manufacturing, branding, and distribution of edible oils and agricultural commodities. MGEL has also expanded into the consumer wellness segment through NEAT Everyday, a direct-to-consumer brand offering products across cold-pressed Nutra & Vital oils, wellness supplements, gummies, Ayurvedic formulations, and personal care.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Mangalam Global Enterprise Limited
Mangalam Global Enterprise Limited belongs to the Consumer Defensive › Farm Products sector. Here’s a quick read on where the business and the stock stand today.
Mangalam holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 0.22 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock trades at 94% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 33.9%, profits at 52.7%, and the PEG sits at 0.22 — below its growth rate. That combination is rare. Check Fundamentals of Mangalam Global Enterprise Limited.
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