Investment Overview

Mohan Meakin Limited is an unlisted company operating in the Consumer Staples sector (Beverages (Alcoholic)). Mohan Meakin Limited is a diversified Indian company best known for Old Monk Rum and other alcoholic beverages, with interests also in breweries, distilleries, malt houses and glass factories. The company traces its origins to the 1855 establishment of Asia’s first brewery at Kasauli/Solan. Product …

Strengths

• Solid Brand Legacy: Over 150 years of brand recognition boosts customer loyalty and market status.
• Diversification into Multiple Sectors: Reduces dependency on alcohol sales, providing stability across various industries.
• Fiscal Strength: Borrowings-free status ensures financial flexibility and resilience.

Key Risks

• Dependency on Alcoholic Beverages: Heavy reliance on alcohol sales exposes the company to regulatory changes and shifting consumer preferences.
• High Competition: Intense competition in food, beverage, and brewing sectors makes differentiation challenging.
• Fluctuating Raw Material Costs: Price volatility in raw materials impacts production costs and profitability.

Valuation View

The current unlisted market price is ₹2524.5 per share with a market capitalisation of approximately ₹2170 crore. The company is currently unlisted and investors should factor in illiquidity risk and longer holding horizons. Investors are advised to review the full financial data and consult an advisor before investing.