Tushar Bhatia’s Post

Is premium liquor in India a glass half-empty or half-full? India’s per capita alcohol consumption remains one of the lowest globally, but its vast population makes it a lucrative market. In Uttar Pradesh, a recent analysis reveals that only 4% of liquor buyers opt for premium brands priced above ₹1,000, with the majority (71%) choosing bottles in the ₹501–₹1,000 range. Liquor priced under ₹500 still commands a significant 25% share, while ultra-premium bottles above ₹2,000 account for a negligible 0.62%. Western UP cities like Agra, with its luxury hotels, lead the demand for premium spirits, followed by Lucknow and Jhansi. However, in rural regions like Banda and Azamgarh, affordability is king, with most sales dominated by locally made or inexpensive liquor. This reflects a broader trend across India, where consumers seek the best value for money. Despite this price sensitivity, UP's excise revenues grew by 12% this fiscal year, underscoring the resilience of the alcohol market. For whisky brands, this highlights the need for targeted strategies—balancing affordability for the masses with exclusivity for premium seekers. The question is: How do we expand the market for premium spirits while respecting local preferences? Share your thoughts! . . . . #Vkm #WhiskyCommunity #AlcobevIndustry #PremiumLiquor #AlcoholTrends #IndiaMarketInsights #ConsumerBehavior

The India Scotch whisky market is set for sustained growth, driven by a burgeoning middle class and evolving consumption patterns. Major global brands have established a strong foothold in India, catering to an affluent and aspirational consumer base. The market is buoyed by favorable trade policies and the adoption of Western lifestyles. Key Highlights: ✅The India Scotch whisky market has achieved a CAGR of 6.41% during the forecast period. ✅Revenue-wise, the market was estimated at approximately USD 3,560 million in 2023 and is projected to reach USD 6,230 million by 2032. Growth is being fueled by rising disposable incomes, affordable local alternatives, and flavor innovation. ✅The blended Scotch whisky segment is expanding rapidly and is expected to dominate the market. ✅The super-premium segment is anticipated to capture the largest market share in terms of quality. ✅Liquor stores are forecasted to lead the market by distribution channel. ✅West India, particularly Maharashtra, stands out as the region with the highest growth potential, supported by its affluent population and vibrant urban centers like Mumbai. #invest #investment #investmentopportunities #investment #investments #investmenttips #whisky #whiskylife #whiskylove #whiskytasting #whiskyauction #whiskycollection #distillery #distillerylife #distilleryexperience

India's Love for Whisky: A Regional Breakdown India's passion for whisky is evident, with different regions showing distinct preferences. Here’s a look at some of the most popular whisky brands across various states: - Maharashtra: Jameson – Renowned for its rich and smooth flavor. - Karnataka: Paul John – Celebrated for its exquisite single malt. - Delhi: Johnnie Walker – A preferred choice for its classic blended Scotch. - Goa: Royal Stag – Favored for its consistent quality and affordability. - Punjab: Blender's Pride – Loved for its premium blend and smooth finish. - Rajasthan: Royal Challenge – Known for its traditional malt whisky taste. - Tamil Nadu: McDowell’s No. 1 – A top-seller for its unique taste and standard. - West Bengal: Antiquity Blue – Popular for its premium quality. Domestic brands like Blender's Pride and Royal Stag continue to dominate the market, while international names such as Johnnie Walker also maintain a strong presence. At BottleShop, we are committed to understanding these preferences to better serve our customers. By leveraging demand forecasting, we ensure the right stock is always available, preventing stockouts. Our innovative solutions streamline operations, benefiting both retailers and consumers in the liquor industry. Discover how BottleShop can help you manage your inventory, automate reconciliations, and stay compliant with regulations. Let’s raise a glass to efficiency and excellence in the liquor business! #Whisky #Alcohol #IndianMarket #BeverageIndustry #ConsumerPreferences #MarketTrends #BottleShop

Exploring investment opportunities within the booming alcohol sector can yield significant returns. Today, we delve into two noteworthy stocks with promising market caps over ₹3,000 crore.   Alcohol stocks stand out as a compelling growth opportunity in the consumption space. With the sector projected to reach ₹4.67 lakh crore in the next decade, investors are keenly eyeing leading companies.   In this blog, I’ll discuss two prominent players: Sula Vineyards and Tilaknagar Industries. Sula leads India's premium wine market, capturing over 60% share. Their impressive production capacity of 16.7 million liters ranks them among Asia's top five wineries. Notably, Sula’s the majority of revenue stems from premium labels, which is on track to rise significantly in the coming fiscal years. Enhancements in wine tourism continue to set the company apart.   Meanwhile, Tilaknagar Industries shines in the brandy segment, recognized as India's third-largest and seventh globally. The company has delivered exceptional returns of over 221% to investors over the past five years. With a strong portfolio of over 15 brands and notable growth from Karnataka’s excise duty reduction, Tilaknagar is well-positioned to capitalize on new market opportunities.   Both companies exhibit distinct strengths and strategies, from Sula’s focus on premium wines and tourism to Tilaknagar’s robust brandy offerings and efficient management. Their futures are bright in a transforming market landscape.   What are your thoughts on investing in alcohol stocks? Share your insights or experiences in the comments! #wine #liquor #sulavineyards #stockmarket #profit

"Assam's tea trade association has expressed optimism and enthusiasm as the tea industry witnessed significant growth, with over Rs 2,800 crore worth of tea sold at the Guwahati Tea Auction Centre during the current financial year (2024-2025) so far." https://lnkd.in/gE7Cjx7J

☕🌿 **Tea Industry Facing Under-production Woes** 🌿☕ The tea industry in India, especially in Assam and West Bengal, is grappling with significant challenges as highlighted in a recent article. 🌧️🌞 🔸 **Production Shortfalls**: Adverse weather conditions like inadequate rainfall and extreme heat have led to a production shortfall of 7.52 million kilograms in West Bengal and 21 million kilograms in north India. 🔸 **Price Impact**: Due to the production shortfalls, tea prices have declined, affecting the industry's financial viability. The average all-India auction price decreased, with Kolkata and Siliguri also experiencing price declines. 🔸 **Industry Concerns**: The Indian Tea Association (ITA) has expressed concerns about the industry's financial health, especially in Darjeeling. The declining yields and prices are putting the sector at risk, urging the government to provide a financial revival package. 🔸 **Impact on Darjeeling**: The influx of tea from Nepal is further complicating the situation in Darjeeling. Without the necessary support, the survival of the industry in Darjeeling is in jeopardy. In the face of these challenges, it's crucial for the government to step in and provide the necessary support to ensure the long-term sustainability of the tea industry in India. 🌱💪 Let's come together to support our tea producers and ensure that this beloved industry thrives despite the odds! 🍵✨ #TeaIndustry #SupportLocalTeaProducers Indian Buyers Purchase Green Tea Blends/Elixirs at: www.byahutgold.com Use the Coupon Code "GT100" to Get an additional 10% Off. International Buyers Buy at: www.byahutgreentea.com Importers visit: byahutgreentea.com/exports

Coffee exports top $1 bn mark in Apr-Nov 2024💪😉😃 But🧐 Why do Indians love so much coffee??🤔 From April to November 2024, India’s coffee exports have soared past the $1 billion mark for the first time ever! 🚀 This remarkable achievement is driven by a sharp increase in Robusta coffee prices and strategic stocking ahead of new EU regulations. 🌍☕ Kudos to our coffee growers, especially in Karnataka, Kerala, and Tamil Nadu, for producing some of the world’s finest beans. ☕ It’s more than just a drink—it’s a cultural phenomenon!😋🍃 From the bustling streets of Mumbai to the serene backwaters of Kerala, coffee is a symbol of hospitality, community, and rejuvenation.☺️ Whether it’s a strong cup of South Indian filter coffee or a modern espresso, it’s the perfect companion for deep conversations, creative brainstorming, and moments of reflection.😋 Let’s keep brewing success and making India a global coffee powerhouse! ☕🌏 #CoffeeExports #RecordAchievement #IndianCoffee #GlobalMarket #SustainableFarming #CoffeeCulture

JAGATJIT PROFITS UP 13% IN FY 2023-24 Jagatjit Industries Ltd, a leading manufacturer of Indian made foreign liquor and country liquor in India, has posted net profit increase of 13% to ₹9.71 crore for FY 2023-24, as compared to ₹8.61 crore in the previous year. It reported a 22% increase in revenue from operations at ₹708.16 crore for the year ended FY24 as compared to ₹582.02 crore in the previous year. In FY 2024-25, Jagatjit Industries will continue to build on the success of recent premium launches like Royal Pride Whiskey. Roshini Sanah Jaiswal, Executive Director at Jagatjit Industries said, “We are already geared up and aiming to double our profits by the next financial year.” The company’s brands include Aristocrat Premium Whiskey, AC Black Whiskey, King Henry - Damn Good Scotch and IIce Vodka. #spiritsbrands #drinksindustry #jagatjitindustries #companyresults

India's burgeoning affluent class is significantly transforming the high-end spirits market, with sales growth outpacing that of the United States and China. According to a recent study by Swiss researchers, the demand for premium liquor in India has surged, driven by a younger demographic eager to indulge in luxury experiences. This trend reflects a broader shift in consumer behavior, where quality and exclusivity are prioritized over mere quantity. The report highlights that India's high-income earners are not only increasing their consumption of premium spirits but are also embracing diverse international brands. This evolving landscape presents lucrative opportunities for both local and global players in the spirits industry. As consumers seek unique flavors and artisanal production methods, brands that can innovate and resonate with this discerning audience will thrive. NeuWorld Spirits stands at the forefront of this exciting market evolution, committed to offering exceptional quality and distinctive experiences to India's affluent consumers. Read more on the transformation of the Indian Spirits Market here :  https://lnkd.in/g9zUaaE7 . . #NeuWorldSpirits #NWS #InspireTheFuture #DowningStreet #RoyalTribe #AlcoBev #Alcohol #AlcoholIndustry #LiquorIndustry #Liquor #Whisky #Whiskey #Spirits #Bar #DrinksIndustry #AlcoholicBeverages

#SULAVINEYARDS #LONGTERMINVETSMENT #MARKETLEADER   Sula Vineyards Ltd is the largest producer of Wine in India and hence market leader with a very good distribution channel. #Growth Triggers (a) Premium and elite wines experiencing a healthy growth. (b)Wine tourism clocking a very good revenue jump (c) exploring new markets and plans to expand in Tier 2 cities. Temporary Disruptions In Karnataka and Delhi and hence rising cost impacted Q2 revenue. However, new market has emerged in Andhra Pradesh due to favourable excise policy. (d) CSD shown a strong growth and introducing four more brands there. SULAFEST – a music vineyard festival where wine and beer will be served. They are restarting it after COVID. This is a good way for branding their products. #Negatives (a) Subdued Urban consumption. However, management accepts this fact and (b) considering it to be a temporary situation. (c) Onboarded some loan whereas profit and margins have declined. (d) Business depends a lot on Excise policies of different states #Technicals (a) Made a Pinbar at 78.6 Fib Level on monthly chart. (b) On weekly charts, made doji inside bar and then healthy green candle engulfing the red candle. (c) On daily chart, breaking out of consolidation with again a big green candle. Attaching #weeklychart