United Spirits will close its Malkajgiri manufacturing facility by August 31, 2026, as part of its Supply Chain Agility Programme. The unit contributed Rs 599 crore, roughly 2% of FY26 topline. The excise license will be transferred to a third party, subject to regulatory approvals.

NDTV Profit · 6/4/2026, 6:26:01 PM

USL guides 11.3% prestige-and-above and 17.1% mid-prestige growth into FY27, anchored on premiumisation and 100 million new legal-drinking-age consumers over five years. Packaging inflation is the offset, projected to compress gross margins by 1.25-1.5 ppt and cost up to ₹40 crore.

ET Small Business · 5/17/2026, 7:33:24 PM

Dave Lewis is reshuffling Diageo's senior ranks as he pushes a global revamp at the parent of India's largest spirits maker. Africa president Hina Nagarajan, formerly MD of United Spirits, is among those departing — a signal of strategic recalibration with read-through for the India franchise.

ET Small Business · 5/15/2026, 7:34:04 PM

Diageo-controlled United Spirits posted a 28% YoY jump in Q4 net profit to Rs 539 cr, with revenue up 5% and EBITDA expanding 16.3% to Rs 593 cr. Standalone business strength and a premium-led mix drove margin gains, prompting a final dividend and an upbeat forward outlook.

ET Retail · 5/15/2026, 5:21:57 AM

May 15 broker desk: MS reiterates Overweight Titan (TP Rs 5,212), shrugging off tighter duty-free gold rules. Voltas views split as Street pencils 15-20% RAC growth into FY27 against 9-10% Q4 price hikes and 30-40 days channel inventory. United Spirits Prestige momentum holding up ex-Maharashtra/AP; TP band Rs 1,350-1,480.

NDTV Profit · 5/15/2026, 3:45:30 AM

Mixed Q4 FY26 print across consumer-facing names. Tata Motors net profit fell 31.7% as JLR revenue dropped 11.1% YoY to £6.9bn. United Spirits delivered profit growth of 28% on 3.7% revenue uptick. Voltas profit halved to Rs 116 cr. Apollo Tyres, LT Foods, Shadowfax posted 14-74% revenue growth. Devyani, VIP, Arvind, Bajaj Electricals report Friday.

NDTV Profit · 5/15/2026, 2:20:52 AM

United Spirits posted Rs 539 cr net profit (+28%), while Voltas slumped 51.9% to Rs 116 cr on cooling-product margin pressure. Sheela Foam rebounded to Rs 91.3 cr from Rs 13.1 cr; LT Foods slipped 15.5% to Rs 136 cr. Tata Motors PV revenue rose 7.2%, Apollo Tyres 14.2%, Shadowfax 73.6%. Devyani, VIP, Bajaj Electricals, Godfrey Phillips report May 15.

NDTV Profit · 5/15/2026, 12:45:40 AM

A heavy earnings day on May 14, 2026 puts consumer and retail names in focus, with Vishal Mega Mart, United Spirits, Tata Motors PV, Voltas, Apollo Tyres, LT Foods, Sheela Foam, Nilkamal, Allied Blenders and Saregama all set to report Q4 numbers alongside ~150 companies.

Mint · Markets · 5/14/2026, 2:43:13 AM

Retail and consumer names headline the May 14 watchlist alongside Bharti Airtel (profit +10.5%), Tata Motors CV (profit +69.6%), and DLF (revenue -42%). Crompton Consumer swung to a Rs 534 cr loss despite 10.8% revenue growth, signaling margin pressure in discretionary categories.

NDTV Profit · 5/14/2026, 2:24:01 AM

Indian markets set for positive open May 14 with Nifty at 23,412 and Sensex at 74,608. Amul raises milk prices by Rs 2/litre signaling FMCG input pressure. Airtel approves Rs 28,220 crore share swap for 16.31% Airtel Africa stake; Zydus acquires Assertio for $166.4M. Q4 earnings due from Tata Motors, DLF, JSW Steel.

NDTV Profit · 5/14/2026, 2:23:18 AM

Consumer-facing names dominate the Q4 FY26 docket on May 14, with United Spirits (Rs 3,119 cr revenue est), Voltas (Rs 5,057 cr), and Tata Motors PV (Rs 1.09 lakh cr) reporting alongside Allied Blenders, KRBL, Nilkamal and Sheela Foam. Margin trajectory and demand commentary will set the tone for discretionary retail.

NDTV Profit · 5/14/2026, 1:38:31 AM