The Daily Brief From ‘Men Will Be Men’ to ‘Money Will Be Made'
16 snips
Jul 28, 2025 The podcast dives into the recent acquisition of Imperial Blue by Tilaknagar Industries, showcasing the shift toward premium whiskey in India. It also highlights Reliance Industries' impressive profit growth across multiple sectors, including telecom and retail. The discussion touches on Jio's subscriber boom and its strategic pivot towards technology and new energy. Additionally, it addresses the balance between profit and social responsibility in the insurance industry, along with exciting partnerships and trade developments.
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Pernod Ricard's Strategic Shift
- Pernod Ricard sold Imperial Blue due to falling sales and a shift toward premium whiskey in India.
- They aim to focus on premium local brands with higher margins and growth potential.
Tilaknagar's Whiskey Expansion
- Tilaknagar acquired Imperial Blue to diversify geographically and enter the whiskey segment.
- The move supports their goal to raise whiskey revenue share to 20% by 2030.
Reliance's Profit and Growth Drivers
- Reliance's Q1 FY26 profit spike was mainly due to a one-time gain from selling its Asian Paints stake.
- Jio leads with strong revenue, margins, user growth, and new 5G subscriber milestones.