Update shared on 02 Dec 2025
Fair value Increased 0.30%Analysts have raised their fair value target for United Spirits slightly from ₹1,601.50 to ₹1,606.31, reflecting improved outlooks on revenue growth and profit margins.
What's in the News
- United Spirits Limited is conducting a strategic review of its investment in Royal Challengers Bengaluru (RCB). The process is expected to conclude by March 31, 2026. The company is focusing on its core alcohol beverage business as part of its long-term value strategy (company filing).
- M&A discussions are underway regarding the possible acquisition of the RCB cricket team by Adar Poonawalla, owner of Serum Institute. The reported deal could value RCB at up to $1.2 billion. United Spirits declined to comment on these rumors (Mint, CNBC TV-18 reports).
- A Special/Extraordinary Shareholders Meeting is scheduled to be held via postal ballot in India on December 20, 2025 (company communication).
- United Spirits announced that their current statutory auditors, Price Waterhouse & Co., will complete their second five-year term at the conclusion of the company's 27th annual general meeting (company announcement).
Valuation Changes
- Fair Value Target: Increased slightly from ₹1,601.50 to ₹1,606.31.
- Discount Rate: Remained unchanged at 12.76%.
- Revenue Growth: Projected growth rate has risen slightly from 9.25% to 9.28%.
- Net Profit Margin: Improved from 15.53% to 15.57%.
- Future P/E: Forecast has declined marginally from 63.87x to 63.83x.
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