What I like about the company is the approach of the management and truthfulness to the shareholders (at least , I felt this after reading all the available concalls). Instead of competing with other Vodka or whisky brands , management introduced smartly a new category itself , which can take share from flavored vodka drinkers as well as from the courageous whisky drinkers who wants to try something new (obviously, it would have taken market share from brandy also). The ads that company run are very targeted and some of them have very emotional appeal (one can watch on Youtube). Management also seems to be walking the talk and don’t overpromise, during Q4’2024 concall someone asked about the growth expectations for the next quarter and management said very candidly the sales is expected to remain flat during the next quarter due to elections, while Sula management overpromised when asked the same question. I made a detailed video on the company and its pinned in my X profile, one can watch for more details…
X – @amitsinghpal
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