som distilleries – Katalyst Wealth

[Stock note]: Som Distilleries…One of the fastest growing Beer companies in India

February 19, 2025

If you enjoy your beer, you might be interested in reading about Som Distilleries Breweries which commands the highest market share in the Beer segment in the state of Madhya Pradesh. In Aug’23, the company had allotted 1,28,75,000 convertible warrants at an issue price of Rs 110/- per warrant. Out of the same, 1,21,25,000 warrants were allotted to Promoters and only some 24 lakh warrants are pending conversion by the promoters. Below, we have shared notes from the Q3 FY 25 concall to understand the company better. …

[Stock Idea]: Som Distilleries & Breweries – 8 bagger since Mar’21…how could one have picked the stock in Mar’21

September 1, 2024

Hello Sir, Hope you are doing well. Recently I came across Som Distilleries & Breweries. It’s been an 8+ bagger since Mar’21. 8 bagger is fine. The question is how could one have picked the stock in Mar’21 for the subsequent gains? The company reported one of its worst performance in FY 21 with both operating and net losses. Despite the poor performance in FY 21, let’s check out, how could one have picked the stock in Mar’21 before the performance started improving…

[Stock idea] – Som Distilleries…notes from Q3 FY 23 con-call

February 11, 2023

Hello Sir,Hope you are doing well.If you enjoy your beer, you might be interested in reading about Som Distilleries Breweries which commands the highest market share in the Beer segment in the state of Madhya Pradesh.The company also has presence in the states of Karnataka, Orissa, Kerala and recently entered the markets of Delhi and Uttar Pradesh.Below, we have shared notes from the Q3 FY 23 con-call transcript of the company: Before that, few days back, we released our New Stock Recommendation for Alpha and Alpha +…

[Stock Ideas] – Beer industry…large potential for increase in consumption

August 26, 2022

Hello Sir,Hope you are doing well.By the way, did you know this – The per capita Beer consumption in India in 2020 was only around 1.2 ltr while the same was 181.70 in Czech Republic.Recently, we were studying a listed Beer company – Som Distilleries and therefore decided to look at some data on Beer consumption in India. Below, we have shared our notes about the industry. Hope you find them useful for your own investments or to add the stocks to your…