Globus Spirits All-round performance in spite of plant closure (90% Capacity utilization Vs 99%)
Half of the earnings coming from consumer business, which is growing very well
EBITDA margins 23% against #RadicoKaitan 16%. That’s astonishing.
Bihar, Haryana, WB, Jharkhand all the sites to be fully operational by Q4 & Q1. Significant room for revenue growth in coming quarters.
Consumer segment covering whole north India, growing steadily with new launches and new geographies
FY19 cash flow 43 Cr, FY20 135 Cr, FY21 expected 300 Cr. That shows how healthy is BS.
Consumer business share in total revenue is rising at a good pace. Unibrev merger is showing signs of growth.
My Investment Notes 