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Smart money loading into Globus Spirits: mutual funds lift bets amid capacity expansion

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Opinions on Indian stocks and mutual funds Smart Globus

Globus Spirits is seeing smart money loading in as mutual funds quietly pile up ahead of a capacity expansion. With Hari Mohan Bangur (MD of Shree Cement) personally buying 3.45L shares and FIIs nudging higher, the setup is hard to ignore. A December UP plant and fresh IMFL launches add punch to the growth story [1][2].

  • Mutual funds have been increasing holdings for months: Jun-25 12.55L shares • Jul-25 17.22L • Aug-25 18.26L • Sep-25 21.62L (Now held by 5 funds) [1].
  • Top holders include HSBC Value Fund (9.8L), Mahindra Manulife Small Cap (5L), Bandhan Large & Mid Cap (3.9L) [1].
  • A huge spike in price and volume on Oct 6 points to a fresh accumulation phase starting to show up [1].
  • On the business side: a new UP plant opening in December to expand capacity and ongoing IMFL brand launches to push deeper into the premium liquor segment [1][2].

The question fans out in the comments: is Globus Spirits entering a genuine growth leg or riding a speculative wave ahead of Q3? If the capacity comes online smoothly and the premium brands gain traction, the setup could look like more than hype. Watch Q3 updates and the December capex timing for clarity [1][2].

References

[1]
Reddit

Globus Spirits -> Smart money loading it.

Smart money buys Globus Spirits; mutual funds increasing holdings; new UP plant; IMFL expansion; growth potential questioned turnaround or hype.

View source
[2]
Reddit

Globus Spirits -> Smart money loading it.

Discusses Globus Spirits stock, smart money buying, rising mutual fund holdings, price spike, capacity expansion, new brands, growth potential

View source

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