Moat Financial Services Pvt Ltd’s Post

At our recent Wine Business Network event, we were truly inspired by the insights shared by Susanne Given. Her concept of the 'rear view mirror' in business really struck a chord. For decades, businesses have thrived by leaning on the experience of experienced heads, as they could refer back to what had worked in the past (hence the rear-view mirror referral), in the belief those learnings would inform good future-facing decisions. Whilst experience still has huge value, what Susanne explained was that since 2008 the landscape has shifted, and today, unlocking value can come from recognising systemic change and how to respond to that – requiring different thinking. This is potentially a timely call to action, given the multi-faceted challenges the wine market faces. Live debate includes: 👉 The merit of different stockholding strategies 🍷 The dwindling appeal of new releases 👉 A potential fine wine shift towards marketplaces 🍷 The jurisdictional challenges post-Brexit for UK secondary market traders 👉 The erosion of the UK’s historical fine wine trading predominance 🍷 The changing buying patterns of the up and coming generations with discretionary spending power Inviting diversity into strategic conversations; in terms of a person's role, experience or gender encourages original thought, from which better strategic decisions arise. Susanne made us all take stock and we hope that conversations such as these that will help positively shape the future of the wine trade! #diversity #wine #originalthought #GoodbyeRearviewMirror

Warren Buffett said, "In the business world, the rearview mirror is always clearer than the windshield." That statement resonates so deeply! I am excited to be learning from and sharing my own lessons with fellow members of the COO Forum®... All with the continued commitment of prioritizing our people while strengthening our organizations. #inittogether #authenticleadership #servantleadership #globalbusiness #supportnetwork #professionalgrowth

Financial Model of UNITED SPIRITS    𝐓𝐡𝐞 𝐦𝐨𝐝𝐞𝐥 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐬: ➡ Historical Financial Statements ➡ Common Size Statement ➡ Ratio Analysis ➡ Forecasting ➡ Weighted Average Cost of Capital (WACC) ➡ Beta Drifting ➡ Discounted Cash Flow Valuation   About Company :-   United Spirits, established in 1826, is a leading Indian beverage and alcohol company with a rich history. Headquartered in Bangalore, they manufacture, purchase, and market a wide range of spirits like whisky, brandy, rum, vodka, and gin under both their own brands and international partnerships. Their portfolio includes iconic Indian brands like McDowell's, Antiquity, Royal Challenge, etc., alongside international powerhouses like Johnnie Walker and VAT 69 through their Diageo tie-up. As the world's second-largest spirits market, India is their core focus, but they also have a growing presence internationally. So, if you're sipping on a McDowell's whisky in Mumbai or enjoying a Johnnie Walker in London, you're likely enjoying a product from this Indian giant. Reports Also shows The BETA values for Piccadilly Agro Ltd., Radico Khaitan Ltd., and United Breweries provide insights into their market volatility relative to the broader market. This analysis serves as a valuable tool for investors assessing risk and potential returns in these companies.  For more engaging content and financial insights, feel free to follow me (ADITYA GUPTA) ▶ Comment your views. ▶ Repost if you found it insightful 💡    --------------------------------------------------------------------------- Disclaimer: This report is a part of an educational assignment and is meant for educational purposes only. The author of this model or report is not liable for any losses due to actions taken based on this report. It is advisable to consult a SEBI-registered research analyst before making any investment. #financialmodelling #financialmodel #unitedspirits #diageoindia #diageo #alchohol #stockmarket #nse #bse #sebi #nism #valuation #financialanalysis #marketresearch #investmentbanking #thevaluationschool #corporatefinance #aswathdamodaran #equityresearch Diageo United Breweries Ltd.

𝐊𝐥𝐢𝐫𝐨 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬 𝐚𝐧𝐝 𝐈𝐂𝐁 𝐥𝐚𝐮𝐧𝐜𝐡 𝐅𝐨𝐫𝐭𝐢𝐭𝐮𝐝𝐞 𝐒𝐩𝐢𝐫𝐢𝐭𝐬 𝐆𝐫𝐨𝐮𝐩 𝐭𝐨 𝐜𝐫𝐞𝐚𝐭𝐞, 𝐧𝐮𝐫𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐬𝐜𝐚𝐥𝐞 𝐬𝐩𝐢𝐫𝐢𝐭𝐬 𝐛𝐫𝐚𝐧𝐝𝐬 Kliro Capital Partners, which acquired @ICB in June 2023, has launched Fortitude Spirits Group, aiming to become a leading independent UK spirits company. Led by industry veterans, Fortitude Spirits Group will focus on brand creation, distribution, and production, with three divisions: Fortitude Spirits, Fortitude Drinks UK, and ICB Distillers. Warren Scott, Chairman, highlights their goal to "discover new sources of category growth." Nick England Managing Director of Fortitude Drinks UK, and Paul Cornell , Brands Director, emphasise expanding their portfolio with disruptive premium brands like Rozel Rosé Vodka and Hawksbill Rum. 𝐄𝐧𝐣𝐨𝐲 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐲. Click the link below to learn more and follow Food & Drink Network UK for more industry updates. #FortitudeSpirits #SpiritsIndustry #UKBrands #PremiumLiquor https://lnkd.in/eyd_B_-h

The stage is set for an insightful conversation with Mr. Heemanshu Ashar at the fifth edition of Brews & Spirits Expo. A visionary in the beverage industry, Mr. Ashar will be joining the panel discussion titled "𝑭𝒓𝒐𝒎 𝑰𝒏𝒅𝒊𝒂 𝒕𝒐 𝒕𝒉𝒆 𝑾𝒐𝒓𝒍𝒅," where he will delve into the dynamic journey of Indian drinks brands making their mark on the global stage. As Indian beverages move beyond borders, this session will explore the motivations, challenges, and strategies behind this international expansion. What drives Indian brands to seek opportunities overseas❔ How are they navigating crowded categories like gin and whisky in foreign markets❔ Mr. Ashar’s expertise will guide us through the intricacies of globalizing Indian alcobev, from exports to establishing production bases abroad. Join us for a deep dive into the global landscape of the beverage industry, where Mr. Ashar will share success stories, lessons learned, and insights on what it takes for Indian brands to stand out in the international arena. 🎟️Register as a Delegate now: https://lnkd.in/gVG3PXpx John Distilleries Ltd., | PDA Ventures Pvt Ltd | Brews & Spirits | Nazeeba Zarin | Praveen Nair | Infant Vikas | Khushboo Bafna | Deepu Abel | Raghav Tare | Akash D. | Kevin Thomas #BrewsAndSpiritsExpo2024 #BeverageIndustry #GlobalExpansion #IndianBrands #InternationalMarkets #IndustryExperts #PanelDiscussion #BrewsAndSpiritsExpo

💡Tea is more than just a beverage. In India and many middle eastern countries it is a symbol of hospitality, a catalyst for conversation, and a staple of business meetings. From discussing deals over a cup of tea to sealing partnerships with a shared sip, tea plays a significant role in the business culture. So, if you’re signing contracts with your Indian partners, you can use the power of chai in building relationships and fostering growth! #Business #TeaCulture #BusinessEtiquette #funfact

Living with a clear philosophy can affirm a brand’s equity. Violet Co., a four-generation family liquor business, believes and pursues that wine brewed from fresh fruit is the true fruit wine. 🍷🍷🍷 By innovatively integrating two major winemaking processes, they created a new generation of low-alcohol products that are delicious and healthy and best of all, tailored to market needs. Will they be winning the pitch at NIQ Founders Pitch Slam China? Watch this space to find out more! #NIQPitchSlam #SMB #Innovation #AlcoholicBeverages In action: Wu Xiaohong, VP of Violet Co.

What did 2023 hold for the #DutchessCounty community? More jobs, more ribbon cuttings and more opportunities. From the explosive growth of our #semiconductor industry — including sizable investments from leading manufacturers like onsemi and AMD — to Dassai and The Culinary Institute of America ushering in a new era of opportunity in our craft beverage sector, business success reached new heights here in the #HudsonValley. Check out the video below to learn why companies continue to #ThinkDutchess for growth.

On #NationalRumDay, let's raise a glass to the spirit of resilience and innovation embodied by Bacardi. 🦇 Founded in 1862, Bacardi started as a small distillery in Cuba, facing immense challenges, from earthquakes to exile. But through determination and a commitment to quality, Bacardi didn't just survive—it thrived, becoming a global icon of #rum. Much like Bacardi's journey, our paths in life and business are often fraught with obstacles. Yet, it's how we rise above them, with perseverance and a vision for the future, that defines our success. Cheers to overcoming challenges and crafting a legacy that lasts! Got an idea to revolutionise your sector? Get in touch to see how we can help! #TheBusinessGrowthHub #bgh #consulting #businessconsulting #businessmanagement #customerexperiencemanagement #operationsmanagement #businessautomation #digitalmarketing #marketing #specialistservices #truepartner #businessgrowthhub #business #growth #hub #supportsmallbusiness

Frame of Reference: A Yardstick of Individual’s thought process   A few months back, a news came in the media that an Indian Whiskey Brand has been awarded as “the best whiskey in the show- 2023” at a Global Platform. It so happened that the same news was discussed with different people. What an interesting thing that came out from the discussions was that the same piece of news was taken so differently by different individuals. The guy running a distribution business saw it as an opportunity to explore, if he could get its distribution rights for his territories. The other guy was an active investor in the equity market, and he saw it as an opportunity to invest in the stock, as recognition of the best whiskey will grow the company’s business exponentially. Third guy - a whiskey sommelier saw it as a buying opportunity as all good whiskeys are already a part of his bar; and new entrants need to be there as soon as possible. Doesn’t it reflect that everyone reacts differently to the same piece of information, or life situations??  And it is completely dependent on the individual’s Frame of Reference. #Frameofreference #Individualdecisionmaking #opportunity #lifelessons #perspectives #thoughtprocess