印度超越中国成为保乐力加第二大市场 集团正评估IPO计划
保乐力加CEO亚历山大·里卡表示，印度已超越中国成为集团第二大销售市场，并透露公司正评估首次公开募股（IPO）计划。截至2026年6月30日的财年，保乐力加印度市场销售增长7%，若剔除去年12月出售给Tilaknagar的Imperial Blue威士忌则增长9%；集团整体有机营收同比下滑3.9%至94亿欧元，最大市场美国销售下滑14%，中国市场进一步下滑19%，除中美两大市场外的有机销售微增0.5%。里卡称印度市场需求活跃、高端化趋势明显，是集团明确的中长期增长引擎，本土品牌皇家Stag与Blenders Pride增长良好，百龄坛、芝华士及Jameson爱尔兰威士忌在印度亦录得增长。
India has overtaken China as Pernod Ricard’s second-biggest market, according to its CEO, who notes that the French firm is currently weighing an initial public offering (IPO).
Pernod Ricard’s organic revenue for the year ending 30 June 2026 fell by 3.9% compared to the year prior, although sales for the second half (-1.3%) were an improvement on the first half (-5.9%).
Total sales for the financial year were €9.4 billion (US$10.94bn).
Notably, Pernod’s biggest market, the US, struggled as sales fell by 14%, while sales in China sank further by 19%.
For China, Pernod’s chairman and CEO Alexandre Ricard did say that for the first time in a number of years, the “trade sentiment is cautiously optimistic” ahead of the Mid-Autumn Festival in September, with “some degree of improving underlying trends”.
The company’s organic sales for the year actually rose slightly – by 0.5% – excluding those two markets.
Highlighted by IWSR as one of the big alcohol growth drivers in the years to come, India has overtaken China as the company’s second-largest sales market.
Full-year sales in India were up by 7%, or by 9% without Imperial Blue whisky, which Pernod offloaded to Tilaknagar Industries last December.
Ricard told analysts during a conference call on 27 August after the results that the market is a “radically different story” to the US, with dynamic consumer demand and premiumisation trends.
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