Toh Motilal Oswal ne Radico Khaitan par full conviction dikhaya hai aur iski rating ko 'BUY' kar diya hai, saath mein price target bhi rakha hai ₹3,850. Yeh sab company ke market share gain aur premiumisation strategy ki wajah se ho raha hai.
Analysts ka kehna hai ki Radico Khaitan poori industry se tez chal raha hai. Jo premium aur alcobev (P&A) segment hai na, wahan se company ko sabse zyada fayda ho raha hai. Yeh segment ab IMFL revenues ka 70% contribute kar raha hai, jo FY19 mein sirf 48% tha.
Aur numbers ki baat karein toh, FY26 se FY28 ke beech mein EPS (Earnings Per Share) 25% CAGR se badhne ka target hai. Yeh sab dekh kar, Motilal Oswal ne stock ko 55x FY28E EPS par value kiya hai, jisse ₹3,850 ka target price bana hai.
Company ka Indian spirits market mein share ab lagbhag 8% ho gaya hai, overall market 310 million cases ka hai toh yeh kafi bada share hai. Jo P&A volumes FY15 mein sirf 4 million cases the, woh FY26 tak 17 million cases ho jayenge. Yaani ki premium segment ki growth zabardast hone wali hai.
Overall, analyst ko lagta hai ki yeh sab factors Radico Khaitan ke share price ko aur upar le jaane mein madad karenge.
