Whalesbook
Arey yaar, asli game toh ab India mein shuru hua hai spirits market mein! Yeh jo Piccadilly Agro Industries Limited ki brand hai na, Indri, isne toh scene hi change kar diya. Socho, India ka number 1 single malt ban gaya hai aur do saal se fastest growing Indian single malt ka tag bhi isi ke paas hai. Scotch whisky jo saalon se rul rul kar market control kar rahi thi, usko ab asli takkar mil rahi hai!
Ab yeh hua kaise? Toh bhai, India ka jo unique climate hai na, usmein whisky ko age karne ka alag hi magic hai. Isse Indri ko ekdum unique taste milta hai, aur isi wajah se isne 'Best whisky in the world' award bhi jeeta hai apne Diwali Collector's Edition ke liye. Bas yahi nahi, 2024 mein toh isne globally 2.04 million cases bech diye, jismein se 124,000 cases sirf apne desh mein aur 46,000 export hue! Ye pehli baar hua hai ki India mein Indian single malts ki sales, Scotland se aayi whisky se zyada ho gayi hai.
Market experts bhi bol rahe hain ki Indian single malts (ISMs) aagey chal kar 13% per year grow karenge, jabki Scotch ka growth rate 8% rehne ka andaaza hai. Badi badi companies jaise Diageo aur Pernod Ricard bhi ab apne Indian single malt brands launch kar rahi hain, kyunki logon ko ab asli, unique aur local cheezein pasand aa rahi hain.
Aur is brand ke peeche jo company hai, Piccadilly Agro Industries Limited, woh bhi kamaal kar rahi hai. Ab yeh BSE par listed hai aur iska market cap lagbhag ₹5,819 Crore ho gaya hai. P/E ratio around 44 chal raha hai, matlab investors ko isse bahut umeed hai. Pichle quarter mein revenue mein 28.01% ka YoY growth dekha gaya hai, aur Q3 FY26 mein toh revenue ₹312.71 Crore aur profit (PAT) ₹48.14 Crore raha hai. Toh paisa toh bana hi rahi hai company!
Company ka future plan bhi bada bold hai - Indri ko world ke top 5 single malts mein lana hai. Ye log ab aur zyada domestic markets (Tier 2, Tier 3 cities) mein failne aur US, Europe mein bhi apni pahunch badhane ki planning kar rahe hain. Innovative cask finishes aur limited editions launch karte rehne ka bhi plan hai.
Lekin haan, ek cheez dhyan rakhne waali hai. Itna tezi se growth aur valuation thoda high hai (PE 44). Aur whisky ka taste climate par depend karta hai, toh consistency ek concern ho sakti hai purists ke liye. Competition bhi badh raha hai. Par filhal toh, Indri ka future bright dikh raha hai aur ye ek zabardast Indian success story hai!