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United Spirits Limited (unitdspr) Q4 FY26: Net Sales Value Up 3.7%, Ebitda Rises 16.3%

United Spirits Limited (UNITDSPR) reports Q4 FY26 results with net sales value up 3.7% and EBITDA rising 16.3%.

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United Spirits Limited Unitdspr Q4 FY26 Results

United Spirits Limited (UNITDSPR) has reported its audited consolidated and standalone results for the fourth quarter and financial year ended 31 March 2026. The company’s net sales value (NSV) for Q4FY26 stood at INR 3,054 Cr., marking a 3.7% increase compared to the same period last year. The EBITDA for the quarter was INR 593 Cr., reflecting a robust 16.3% growth year-over-year.

Consolidated Performance

The consolidated EBITDA for Q4FY26 was INR 593 Cr., up 16.3% YoY, driven by strong leveraged growth in the standalone business. The profit after tax (PAT) for the quarter was INR 568 Cr. Notably, the consolidated numbers do not include Royal Challengers Sports Pvt Ltd (RCSPL) as it is reflected as ‘Discontinued operations’ following the announcement on March 24, 2026.

Standalone Performance

On a standalone basis, NSV for Q4FY26 was INR 3,046 Cr., up 3.4% YoY. The Prestige & Above segment grew by 5.0%, while the Popular segment declined 13.2% mainly due to the Maharashtra Made Liquor (MML) impact. The EBITDA for the standalone business was INR 591 Cr., an increase of 17.0% YoY, with an EBITDA margin of 19.4%.

Looking ahead, United Spirits Limited remains confident in capturing consumer opportunities in India through innovation and tapping into key white spaces. The company is also optimistic about the progressive policy in Karnataka and the UK-FTA, which are expected to boost their premiumisation journey.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of United Spirits Limited

United Spirits Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

UNITDSPR
Consumer Defensive › Beverages - Wineries & Distilleries
APPROACHING RESISTANCE
74
Fundamental
60
Technical
67
Overall

1W +4.46%
1M +3.92%
3M -7.23%
P/E: 60.1 Cap: Large
AI-Powered Analysis • TradeAlone
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United falls 9.3% over three months and has not found a floor yet. The PEG of 2.18 is on the high side. However, it is acceptable for a quality compounder with a strong moat. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. Buyers show up with 1.5x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. Revenue grows at 7.6% and profits at 24.1% CAGR, with D/E of 0.07. Meanwhile, the stock dips 9.3% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of United Spirits Limited.

Consumer Defensive

Piccadily Agro Industries Limited (piccadil) Q2 FY27: Distillery Revenue Grows 30.5% YOY

Piccadily Agro Industries Ltd. reports a 30.5% YOY growth in distillery revenue for Q2 FY27, driven by premium spirits.

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Piccadily Agro Industries Limited Q2 FY27 Distillery Revenue

Piccadily Agro Industries Limited (PAIL), one of India’s leading producers of premium alcoholic beverages, announced its financial results for the quarter ended September 30, 2026. The Company reported a revenue from operations of INR 277.9 crore in Q2 FY27, up 19.4% YoY from INR 232.7 crore in the corresponding quarter last year, driven by continued momentum in its Distillery business. Distillery revenue increased 30.5% YoY to INR 271.3 crore and accounted for 97.6% of the Company’s quarterly revenue, compared with 89.3% in Q2 FY26.

Distillery Performance

The Distillery business remains the principal growth engine, with its increasing contribution reflecting the progress made in strengthening Piccadily’s spirits-led business. The scaling up of the Chhattisgarh Distillery, together with enhanced manufacturing capabilities, positions the company well to support long-term growth ambitions.

Product Innovation and Expansion

The Company continues to advance its strategic focus on strengthening its premium, super-premium, and luxury spirits portfolio, expanding market presence and distribution, enhancing brand equity, and leveraging its expanded manufacturing capabilities to drive sustainable long-term growth. Recent product introductions, including Indri Ilika, Indri Agneya, and the Diwali Collector’s Edition 2026, further reinforce the depth and premium positioning of its portfolio.

Future Outlook

Commenting on the results, Mr. Natwar Agarwal, Chief Financial Officer, Piccadily Agro Industries Limited, said, “Q2 FY27 saw continued momentum in our core Distillery business, which grew over 30% YoY, while overall Company revenue increased by 19.4%. Our H1 FY27 PAT is higher than the corresponding period last year, reflecting the underlying strength of our business and continued progress towards our financial objectives. The Company remains firmly on track to achieve its business objectives, with a continued focus on building differentiated brands, expanding its distribution footprint, strengthening manufacturing capabilities, and deepening its presence across domestic and international markets.”

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Piccadily Agro Industries Limited

Piccadily Agro Industries Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

PICCADIL
Consumer Defensive › Beverages - Wineries & Distilleries
—
80
Fundamental
60
Technical
70
Overall

1W +2.78%
1M +3.57%
3M -7.7%
P/E: 41.1 Cap: Mid
AI-Powered Analysis • TradeAlone
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Piccadily moves sideways over three months, with neither buyers nor sellers taking control. The PEG of 0.49 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. The business compounds revenue at 19.5% and profits at 83.3% CAGR. That is strong double-digit growth on both counts. The stock gains 3.6% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 19.5% and profits at 83.3% CAGR, with D/E of 0.00. Meanwhile, the stock dips 7.7% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Piccadily Agro Industries Limited.

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Consumer Defensive

Procter & Gamble Hygiene and Health Care Ltd. Q2 FY27: Sales Flat, PAT Down 7%

Procter & Gamble Hygiene and Health Care Ltd. (PGHH) reports flat sales and a 7% drop in PAT for Q2 FY27, driven by cost fluctuations.

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Procter & Gamble Hygiene and Health Care Ltd. PGHH Q2 FY27 Results

Procter & Gamble Hygiene and Health Care Ltd. (PGHH) today announced its financial results for the second quarter ended September 30, 2026. The company reported sales of ₹ 1145 crores, flat versus the same quarter last year. Profit After Tax (PAT) was reported at ₹196 crores, down 7% versus the same period last year.

Impact of Cost Fluctuations

In the quarter, the company experienced a double-digit impact on profitability driven by commodity cost fluctuations and headwinds like raw material and energy costs, as well as unfavorable foreign exchange rates. However, a significant portion of this was offset by the robust productivity program.

Strategic Investments

In the quarter, the company also continued to significantly invest back in innovation and advertising & promotion (versus past quarter) – in an endeavor to position the company for long-term competitiveness and value creation.

Kumar Venkatasubramanian, Managing Director, Procter & Gamble Hygiene and Health Care Ltd. said, “We continue to invest strategically in our brands, innovation and market capabilities, even as the macro-economic landscape remains challenging. We continue to believe that our strategic priorities, combined with the strength of our brands and organizational capabilities, position us well to leverage future growth opportunities and create sustainable long-term value for all our stakeholders. We are excited about the future.”

The first half of FY 2026–27 was marked by sustained innovation across our vectors of superiority. Key milestones include the launches of the upgraded Vicks ZzzQuil with Ashwagandha and Vicks medicated lozenges, alongside the ongoing evolution of our media model to better engage consumers where they are. The Company continues to focus on, and drive, Whisper Period Pants to delight consumers with 360-degree leakage protection.

As we look ahead, we remain committed to our Integrated Growth Strategy, focusing on a focused product portfolio of daily use categories where performance drives brand choice, superiority, productivity, constructive disruption, and an agile and accountable organization to deliver balanced growth and value creation.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Procter & Gamble Hygiene and Health Care Limited

Procter & Gamble Hygiene and Health Care Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

PGHH
Consumer Defensive › Household & Personal Products
—
76
Fundamental
44
Technical
60
Overall

1W +0.59%
1M +2.99%
3M -14.67%
P/E: 29.5 Cap: Large
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Procter drops 15.1% over three months and trades near its 52-week lows. D/E sits at 0.00 with a 3.22% dividend and unbroken revenue growth. Financial stability is a genuine strength. The PEG of 2.08 is on the high side. However, it is acceptable for a quality compounder with a strong moat. Sellers drive 2.6x the volume of buyers. Furthermore, they controlled 18 of recent sessions versus 12 for buyers — a clear distribution signal. The business compounds at 4.1% revenue and 14.2% profit CAGR, with D/E of 0.00. Yet the stock drops 15.1% in three months. The business does not deteriorate — the stock does. That gap is what long-term investors look for. Check Fundamentals of Procter & Gamble Hygiene and Health Care Limited.

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Consumer Defensive

Cupid Limited (NSE: Cupid) Q2 FY27: Net Profit Growth of 133% Yoy; H1 FY27 Net Profit Rises 156% Yoy to ₹100.37 Crore

Cupid Limited (NSE: CUPID) reports Q2 FY27 net profit growth of 133% YoY and H1 FY27 net profit rises 156% to ₹100.37 crore.

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Cupid Limited NSE CUPID Q2 FY27 Results

Cupid Limited (NSE: CUPID), a leading consumer wellness and personal care company, announced its unaudited financial results for the quarter and half year ended 30th September, 2026. The company reported a net profit growth of 133% YoY for Q2 FY27 and a net profit rise of 156% YoY to ₹100.37 crore for H1 FY27. The total income for Q2 FY27 stood at ₹208.97 crore, marking a 132% YoY increase. Moreover, H1 FY27 total income grew 136% to ₹365.95 crore. Cupid Limited has raised its FY27 guidance to ₹880+ crore revenue and ₹275+ crore net profit.

Q2 FY27 Financial Highlights

Cupid Limited’s Q2 FY27 total income was ₹208.97 crore, up 132% YoY. The operating income was ₹187.86 crore, showing a 122% YoY increase. The net profit for the quarter was ₹56.22 crore, reflecting a 133% YoY growth. The EBITDA margin was 29%.

H1 FY27 Financial Highlights

For H1 FY27, the total income increased to ₹365.95 crore, growing 136% YoY. The net profit for the half year was ₹100.37 crore, up 156% YoY. The EBITDA stood at ₹114.83 crore, marking a 156% YoY increase. The company continues to focus on strengthening its product mix, sourcing efficiencies, and scale benefits as its Consumer Healthcare & FMCG business expands across organized retail channels.

Future Outlook

Cupid Limited anticipates H2 FY27 to be significantly stronger due to the commissioning of the Palava facility in Q3 FY27 and the expansion of its retail partnerships. The company expects to add manufacturing capacity and enhance its presence in organized retail, which will likely drive higher volumes in the second half of the fiscal year. Cupid Limited has also raised its guidance for FY28 and FY29, projecting revenues of ₹1,305+ crore and ₹1,950+ crore, respectively, with corresponding net profits of ₹390 crore and ₹605 crore.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Cupid Limited

Cupid Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

CUPID
Consumer Defensive › Household & Personal Products
BREAKOUT
66
Fundamental
88
Technical
78
Overall

1W +14.42%
1M +8.98%
3M +30.94%
P/E: 384.8 Cap: Large
AI-Powered Analysis • TradeAlone
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Cupid gains 20.1% over three months and trades near its 52-week highs. The PEG stands at 6.97 — severely stretched. Any earnings miss could trigger a sharp de-rating. Industry-leading margins of 30.4% reflect exceptional pricing power and operational efficiency. The stock gives back 2.2% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock rises 20.1% in three months on 31.2% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Cupid Limited.

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