Diageo and Pernod Ricard Sue Maharashtra Over Tax Hike Impacting Affordable Brands
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Should l Buy ALLE?
Source: Newsfilter
- Tax Policy Controversy: Maharashtra's tax hike on premium affordable brands from 300% to 450% has led to a 35-40% drop in sales for Diageo's McDowell's and Pernod's Royal Stag within weeks, significantly impacting market share in a key region.
- Legal Action Context: Diageo and Pernod's Indian lobbying group has filed a lawsuit against the state, arguing that the new policy grants unfair competitive advantages to local firms, potentially undermining the position of foreign companies in the market.
- Market Impact Analysis: With Maharashtra accounting for 7% of India's premium liquor consumption, the new policy could generate an additional $1.56 billion annually, yet it may also deter foreign investment, affecting overall market vitality and growth prospects.
- Future Legal Proceedings: The Mumbai High Court is set to hear the case on December 9, and an unfavorable ruling for foreign firms could exacerbate competitive inequalities within the industry, reshaping future market dynamics.
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Analyst Views on ALLE
Wall Street analysts forecast ALLE stock price to fall
4 Analyst Rating
0 Buy
4 Hold
0 Sell
Hold
Current: 178.200
Low
165.00
Averages
176.25
High
185.00
Current: 178.200
Low
165.00
Averages
176.25
High
185.00
About ALLE
Allegion plc is a global security products and solutions provider. The Company secures people and assets with a range of solutions for homes, businesses, schools and institutions. Its Allegion Americas segment is a provider of security products, services and solutions throughout North America. It sells a range of products and solutions, including locks, locksets, key systems, door controls and systems, exit devices, doors, accessories, electronic security products, access control systems and software and service solutions to customers in commercial, institutional, and residential facilities. Its Allegion International segment provides security products, services and solutions primarily throughout Europe, Asia and Oceania. The segment offers end-users a range of products, services and solutions, including locks, locksets, portable locks, key systems, door closers and systems, and others. Its brands include CISA, Interflex, LCN, Schlage, SimonsVoss, Von Duprin, Trimco and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Expectation Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates experienced one upward revision and three downward changes, reflecting analysts' differing views on the company's future performance and market uncertainties.
- Investor Focus: As the earnings report approaches, investors will closely monitor Allegion's financial data and management's guidance to assess its ongoing growth capabilities and strategic direction in a competitive market environment.
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- Financial Performance: Allegion reported $3.8 billion in revenue for 2024, indicating robust performance in the global security products and solutions market, which further solidifies its market position.
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- Survey Scale: The study surveyed 7,209 consumers who actively shopped for door locks and hardware in the past 12 months, ensuring a 95% confidence level with no more than a 3% margin of error, thereby enhancing the reliability of the results.
- Industry Leadership: David Perozzi, General Manager of Schlage, noted that while the brand continues to innovate, it has maintained product quality and reliability, which not only meets consumer safety needs but also solidifies its leadership position in the home security market.
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Options Trading Insights: The stock's historical volatility and trading history can inform decisions on selling covered calls, particularly at the $180 strike price.
Current Options Market Activity: On a recent trading day, the put volume among S&P 500 components was significantly lower than call volume, indicating a preference for calls among traders.
Market Analysis Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
See More
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- Historical Performance: Over the past two years, Allegion has consistently beaten EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing the company's reliability in financial performance and bolstering market confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates experienced one upward revision and three downward changes, reflecting analysts' differing views on the company's future performance and market uncertainties.
- Investor Focus: As the earnings report approaches, investors will closely monitor Allegion's financial data and management's guidance to assess its ongoing growth capabilities and strategic direction in a competitive market environment.
See More
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- Strategic Discussion: Allegion's CEO John H. Stone will discuss the company's long-term strategy at the Barclays Industrial Select Conference on February 19, 2026, showcasing a clear vision for future growth.
- Conference Details: The event will take place at the Loews Miami Beach Hotel, with a live listen-only webcast available on Allegion's investor website, ensuring broad investor participation.
- Company Overview: Allegion designs and manufactures innovative security and access solutions, achieving $3.8 billion in revenue in 2024, reflecting its strong competitiveness and influence in the global market.
- Brand Strength: With renowned brands like CISA, Interflex, LCN, Schlage, SimonsVoss, and Von Duprin, Allegion covers residential and commercial locks and door control devices, further solidifying its leadership position in the security industry.
See More
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- Dividend Increase: Allegion plc has declared a quarterly dividend of $0.55 per ordinary share, marking an 8% increase from 2025 and representing the company's 12th consecutive annual dividend increase, reflecting its strong financial performance and commitment to shareholders.
- Payment Schedule: The dividend is set to be paid on March 31, 2026, to shareholders of record on March 13, 2026, ensuring timely returns for investors and enhancing confidence in the company's stability.
- Financial Performance: Allegion reported $3.8 billion in revenue for 2024, indicating robust performance in the global security products and solutions market, which further solidifies its market position.
- Brand Influence: With leading brands like CISA®, Interflex®, LCN®, Schlage®, SimonsVoss®, and Von Duprin®, Allegion offers a comprehensive range of security and access solutions, driving continued growth in both residential and commercial sectors.
See More
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- Brand Trust Elevation: Schlage has been recognized as the most trusted door lock brand for the seventh consecutive year in the 2026 America's Most Trusted Door Locks & Hardware Study, achieving a Net Trust Quotient Score of 117.0, which underscores its leadership in home security.
- Consumer Survey Scale: The study surveyed 7,209 individuals who actively shopped for door locks and hardware in the past 12 months, ensuring a 95% confidence level with a margin of error of no more than 3%, reflecting a strong trust foundation for Schlage among consumers.
- Commitment to Quality and Reliability: David Perozzi, General Manager of Allegion Home, stated that Schlage is dedicated to providing innovative and high-quality products, ensuring consumers receive secure and reliable solutions when choosing door locks, thereby enhancing brand loyalty.
- Importance of Trust in Industry: Eric Snider, President of Lifestory Research, emphasized that establishing consumer trust is crucial for brand success, and Schlage's continued recognition not only enhances its brand image but also lays the groundwork for future market expansion.
See More
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- Brand Trust: Schlage has been recognized as the most trusted door lock brand for the seventh consecutive year in the 2026 America's Most Trusted Door Locks & Hardware Study, achieving a Net Trust Quotient Score of 117.0, which underscores its strong consumer trust foundation.
- Survey Scale: The study surveyed 7,209 consumers who actively shopped for door locks and hardware in the past 12 months, ensuring a 95% confidence level with no more than a 3% margin of error, thereby enhancing the reliability of the results.
- Industry Leadership: David Perozzi, General Manager of Schlage, noted that while the brand continues to innovate, it has maintained product quality and reliability, which not only meets consumer safety needs but also solidifies its leadership position in the home security market.
- Importance of Trust: Eric Snider, President of Lifestory Research, emphasized that establishing consumer trust is crucial for brand success, and Schlage's continued recognition reflects its commitment to providing secure, reliable, and durable solutions.
See More
Strategy to Increase ALLE Yield from 1.3% to 5.6% Through Options Trading
Dividend Predictability: Dividend amounts for companies like Allegion plc are influenced by profitability, making them unpredictable; the recent dividend yield is estimated at 1.3%.
Options Trading Insights: The stock's historical volatility and trading history can inform decisions on selling covered calls, particularly at the $180 strike price.
Current Options Market Activity: On a recent trading day, the put volume among S&P 500 components was significantly lower than call volume, indicating a preference for calls among traders.
Market Analysis Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
See More
