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United Spirits Community
NSEI:UNITDSPR Community
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United Spirits
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Retail Expansion In Uttar Pradesh Will Unlock New Markets
Key Takeaways Expanding retail access and premiumization strategies are driving revenue and margin growth, supported by positive urban consumption trends and innovative product offerings. Cost optimization, supply chain improvements, and export potential are set to structurally enhance profitability despite raw material and regulatory challenges.
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₹1.53k
FV
14.9% undervalued
intrinsic discount
9.46%
Revenue growth p.a.
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6 days ago
author updated this narrative
United Spirits
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Rising Incomes And Urbanization Will Drive Premium Alcohol Growth
Key Takeaways Accelerated premium brand launches, expanded retail reach, and favorable demographic trends are positioning United Spirits for substantial multi-year revenue and market share growth. Operational optimizations and a strong focus on innovation and digitalization are expected to drive significant, sustained margin expansion and enhanced shareholder returns.
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₹1.89k
FV
30.9% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
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0
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18 days ago
author updated this narrative
United Spirits
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
India Trends Will Erode Margins Amid Rising Competition
Key Takeaways Evolving consumer preferences and rising regulatory pressures threaten long-term sales growth, revenue stability, and the effectiveness of marketing initiatives. Intensifying competition, reliance on lower-margin products, and waning cost benefits may squeeze profitability and limit future margin expansion.
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₹1.21k
FV
8.0% overvalued
intrinsic discount
9.93%
Revenue growth p.a.
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about 2 months ago
author updated this narrative
Your Valuation for
UNITDSPR
UNITDSPR
United Spirits
Your Fair Value
₹
Current Price
₹1.30k
19.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-14b
187b
2015
2018
2021
2024
2025
2027
2030
Revenue ₹187.3b
Earnings ₹23.0b
Advanced
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