In its Q4 FY26 India strategy note, Motilal Oswal flags consumer discretionary and new-age platforms as preferred bets, naming Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as top ideas. Broader market sees just 5% EPS growth in FY26 against a 16%+ CAGR over FY20-25.

NDTV Profit · 6/2/2026, 4:11:11 AM

Tilaknagar, Diageo, Radico Khaitan and John Distilleries are redesigning labels, smoothing blends and launching flavoured 'flandy' variants to premiumise a category where 98% of sales sit in five southern states and premium SKUs are under 25% of volumes.

ET Retail · 5/20/2026, 7:50:14 AM

Brandy moves 88.5M cases a year and accounts for 20% of India's spirits, but 98% of sales sit in five southern states plus one UT. Tilaknagar (Mansion House), Diageo, John Distilleries and Radico Khaitan are pushing premium blends, flavoured 'flandy' variants, redesigned labels and cocktail positioning to broaden appeal.

ET Small Business · 5/20/2026, 6:07:44 AM

India's second-largest spirits category sells 88.5M cases annually but 98% comes from five southern states with mass-market pricing. Tilaknagar (Mansion House), Diageo, Radico Khaitan and John Distilleries are betting on premium SKUs and national distribution to break brandy out of its regional, value-tier box.

ET Brand Equity · 5/20/2026, 5:16:33 AM

Officer's Choice maker Allied Blenders is reshaping its portfolio toward premium and luxury spirits, with Prestige & Above now 47% of volumes and 58% of sales value. EBITDA margin expanded to 14.4% from 12.7%, though net profit fell 48% to ₹409.7M amid Middle East war-linked export headwinds. Exports still grew 14.1% to ₹2.35B.

ET Small Business · 5/15/2026, 12:40:43 PM