Achanak earnings mein itni tezi kyun?
Asal mein, company ke Prestige & Above segment ne sabse zyada kamaal kiya hai, jahan 5% growth dikhi. Maharashtra aur Andhra Pradesh mein policy changes ki wajah se overall volumes thode gire hain (around 5.6% year-on-year), lekin company ke Premium segment aur cost controls ki wajah se EBITDA margins expectations se better rahe hain. Management ko medium-term mein double-digit growth ka pura bharosa hai.
Brokerage kya keh rahe hain?
JM Financial ne United Spirits par 'Add' rating maintain ki hai aur target price badha kar ₹1,400 set kiya hai. Unhone kaha ki Maharashtra aur Andhra Pradesh ki policy changes ne volumes ko impact kiya hai, lekin company ki premiumization strategy aur Karnataka jaise states mein favorable policies se growth aa sakti hai. UK-FTA se bhi benefits expected hain.
Dividend ki bhi khabar!
Is sab ke saath, board ne ₹11 per equity share ka final dividend recommend kiya hai. Shareholders ko yeh dividend financial year 2026 ke liye milega, jisme eligible shareholders ki record date July 8, 2026 hai. AGM mein approval ke baad, payment August 13, 2026 ke baad hone ki ummeed hai.
Stock ka technical outlook
Technical charts par, stock ₹1,360 ke aas-paas 200-day moving average ke neeche trade kar raha hai. Jo pattern dikh raha hai, usse lagta hai ki stock abhi thoda consolidate hoga. Analysts expect kar rahe hain ki yeh ₹1,250 se ₹1,420 ke beech mein hi rahega, jab tak koi naya catalyst na aaye.