Pernod Ricard India IPO ki taiyaari? Parent company ki pareshaaniyan, India mein mauka!

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AuthorAnanya Iyer|Published at:
Pernod Ricard India IPO ki taiyaari? Parent company ki pareshaaniyan, India mein mauka!
Overview

Bhai log, Pernod Ricard India (PRI) apne desh waali company ka IPO laane ka soch raha hai. Parent company toh global market mein thodi mushkil mein hai, sales bhi giri hai, par apna India unit toh full power mein hai, revenue **₹27,446 crore** par pahunch gaya!

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Socho, Pernod Ricard India (PRI) apna khud ka IPO lane ka plan bana raha hai. Yeh sab isliye ho raha hai kyunki parent company, Pernod Ricard, globally kuch problems face kar rahi hai. Unki FY25 mein sales 3.0% tak gir gayi hai aur S&P Global Ratings ne bhi negative outlook diya hai. Unka Net Debt/EBITDA ratio 3.3x hai aur woh use 3.0x se neeche lane ki koshish mein hain.

Lekin apna India wala unit, PRI, toh ekdum rockstar hai! FY2024-25 mein unki revenue ₹27,446 crore rahi hai aur pichle paanch saal se saalaana 8% ki speed se badh raha hai. Yeh company Goldman Sachs aur Cyril Amarchand Mangaldas jaise bade advisors ke saath milkar kaam kar rahi hai. Yeh IPO India ke liye ek badi deal ho sakti hai.

India mein toh PRI spirits market mein number one hai value ke hisaab se, Diageo India (United Spirits) se bhi aage. India ab Pernod Ricard ka volume ke hisaab se sabse bada aur value ke hisaab se doosra sabse bada market ban gaya hai, China ko bhi peeche chhod diya hai premium cheezon ki demand badhne ke karan. Global revenue ka lagbhag 12-13% toh India se hi aata hai. Royal Stag, Blenders Pride jaise brands yahan mast chalte hain. Pichhle haal hi mein unhone apna Imperial Blue business Tilaknagar Industries ko becha hai taaki woh premium segments par aur focus kar sakein. Company ka CEO India mein 'double-digit' growth expect kar raha hai.

Agar PRI akele IPO laati hai, toh valuation mein kaafi fark aa sakta hai. Parent company ke shares ka P/E ratio 11.8x se 12.0x ke aas-paas hai. Wahi, India mein United Spirits ka P/E 54.5x-56.4x, Radico Khaitan ka 81.8x-87.1x, aur Tilaknagar Industries ka toh 93.9x se bhi upar hai! Matlab, India mein PRI ko bahut achha valuation mil sakta hai. Aur India alco-bev market aage bhi 5.48% CAGR se badhne ki ummeed hai.

Haan, sab kuch itna smooth nahi hai. Global level par US aur China jaise markets mein slowdown hai aur industry ka mahaul bhi tight hai. Parent company ka Net Debt/EBITDA ratio bhi 3.3x par hai. India mein bhi competition sakht hai aur rules bhi tight. Toh dekhte hain yeh IPO plan kaise shape leta hai.

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