Motilal Oswal retains Radico Khaitan as preferred buy in Q1 FY27 review
Motilal Oswal cited premiumisation-led growth in retaining Radico Khaitan as a preferred Buy. Its review was more selective on Bajaj Housing Finance and Eris Lifesciences, despite healthy growth and margin resilience across covered companies.
Motilal Oswal’s Q1 FY27 review retained Radico Khaitan as a preferred Buy, citing premiumisation-led growth. The brokerage stayed selective on Bajaj Housing Finance and Eris Lifesciences over valuation concerns, while noting healthy growth and margin resilience across reviewed companies.
Why this matters
The call follows Radico Khaitan's FY27 target to grow its premium portfolio 25% and its reported 76% June-quarter profit growth, both tied to premium liquor demand.
Retail-company signals are accelerating, up 310675% QoQ.