Allied Blenders Vs Tilaknagar Industries

Описание: Allied Blenders Vs Tilaknagar Industries

India is sipping more premium alcohol 🍷🥃 — and two companies are cashing in big.

✅ Allied Blenders & Distillers
🥃 Makers of Indian-Made-Foreign-Liquor with 25+ brands, from mass-market Officer’s Choice to premium whiskies
📊 Q2FY26 Performance
📈 Sales: ₹990 Cr → 🔺14% YoY
💼 Operating Profit: ₹125 Cr | OPM: 13%
💰 Net Profit: ₹63 Cr → 🔺35% YoY | NPM: 6.36%
💸 Market Cap: ₹17,440 Cr
⚙️ Growth driven by whisky segment, but higher interest costs weigh on margins

✅ Tilaknagar Industries
🥂 Leading brandy maker with Mansion-House-Brandy & 15+ other brands
📊 Q2FY26 Performance
📈 Sales: ₹398 Cr → 🔺6% YoY
💼 Operating Profit: ₹60 Cr | OPM: 15%
💰 Net Profit: ₹53 Cr → 🔻10% YoY | NPM: 13.3%
💸 Market Cap: ₹11,032 Cr
⚙️ Lower interest costs give better net margins despite slower sales growth

📍 Financial Snapshot (3-Year Trends)
Allied: Sales CAGR 9% | Profit CAGR 401% | P/E 68x | PEG 0.17x
Tilaknagar: Sales CAGR 22% | Profit CAGR 93% | P/E 40x | PEG 0.43x

⚖️ Allied’s PEG looks insanely attractive, but profit growth came from a low base. Tilaknagar’s steady growth gives a different flavor of stability.

So, between aggressive growth vs steady margins — which alcohol stock would you bet on? 🥂👇

#TeluguReels #Telugu #IndianStocks #AlcoholIndustry #AlliedBlenders #TilaknagarIndustries #StockMarketIndia #FinanceReels #InvestingIndia #BusinessAnalysis


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