Based on recent checks at stores across North India during my travel over the last one month, updating my previous expectation mentioned here
I now expect Indri sales to be 180k - 200k cases - recording a growth of between 80-100% YoY for FY25
I now expect Piccadily Agro FY25 PAT to be ~200cr - recording a growth of around ~80% YoY for FY25
Camikara is gaining traction. By FY25 end, I expect the entire distribution network to have been tapped. And next financial year, Camikara sales to be pushed hard by the company - I expect Camikara sales to be breach the 100k cases sales mark in FY26. Expect a big sales/marketing push from Holi till the end of summer positioning Camikara as the cocktail spirit.
Also, I think at least one new product will be introduced in FY26 - could be a vodka or a gin.