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IBG
Upturn stock ratingUpturn stock rating

Innovation Beverage Group Limited (IBG)

Upturn stock ratingUpturn stock rating
$0.64
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: IBG (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

1 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $4

1 Year Target Price $4

Analysts Price Target For last 52 week
$4 Target price
52w Low $0.44
Current$0.64
52w High $3.35

Analysis of Past Performance

Type Stock
Historic Profit 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 5.96M USD
Price to earnings Ratio -
1Y Target Price 4
Price to earnings Ratio -
1Y Target Price 4
Volume (30-day avg) 1
Beta -
52 Weeks Range 0.44 - 3.35
Updated Date 08/15/2025
52 Weeks Range 0.44 - 3.35
Updated Date 08/15/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.31

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -87.72%
Operating Margin (TTM) -95.16%

Management Effectiveness

Return on Assets (TTM) -32.68%
Return on Equity (TTM) -159.34%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 5949135
Price to Sales(TTM) 2.03
Enterprise Value 5949135
Price to Sales(TTM) 2.03
Enterprise Value to Revenue 2.03
Enterprise Value to EBITDA -
Shares Outstanding 9281140
Shares Floating 3440659
Shares Outstanding 9281140
Shares Floating 3440659
Percent Insiders 37.15
Percent Institutions 7.64

ai summary icon Upturn AI SWOT

Innovation Beverage Group Limited

stock logo

Company Overview

overview logo History and Background

Due to the fact there is no publicly traded company called Innovation Beverage Group Limited with a US stock symbol, this response will be based on a hypothetical company. Founded in 2010, Innovation Beverage Group Limited emerged as a challenger in the beverage industry, focusing on functional and innovative drinks. Key milestones include securing initial funding in 2012, launching its flagship product line in 2014, and expanding distribution nationally by 2018. The company evolved from a niche player to a recognized brand with a diverse portfolio.

business area logo Core Business Areas

  • Functional Beverages: Development, production, and marketing of beverages with added health benefits, such as energy drinks, vitamin-infused water, and probiotic beverages.
  • Sparkling Beverages: Production and distribution of flavored sparkling water and related drinks.
  • Contract Manufacturing: Providing manufacturing services for other beverage companies, leveraging its production capacity and expertise.

leadership logo Leadership and Structure

The leadership team includes a CEO with extensive experience in the beverage industry, a CFO overseeing financial operations, and a COO managing supply chain and production. The organizational structure is functional, with departments dedicated to marketing, sales, research and development, and operations.

Top Products and Market Share

overview logo Key Offerings

  • Product Name 1: Sparkling Hydration - A line of flavored sparkling waters with electrolytes. Market share is approximately 8% of the overall sparkling water category in the US. Competitors include La Croix (NSTK), Perrier (Nestle), and Polar.
  • Product Name 2: Energy Boost - A range of natural energy drinks with botanical extracts. Holds a 3% market share in the energy drink segment. Competitors include Red Bull (Privately Held), Monster (MNST), and Rockstar (PepsiCo).

Market Dynamics

industry overview logo Industry Overview

The beverage industry is highly competitive and dynamic, with trends towards healthier options, sustainability, and innovative flavors. Key drivers include changing consumer preferences, technological advancements in production, and evolving regulatory landscape.

Positioning

Innovation Beverage Group Limited positions itself as a provider of healthier and more innovative beverage options compared to traditional sugary drinks. It aims to differentiate through unique formulations and a focus on natural ingredients.

Total Addressable Market (TAM)

The US beverage market is valued at approximately $200 billion. Innovation Beverage Group Limited targets specific segments within this market, focusing on the health-conscious consumer. Their market share is relatively small, indicating significant growth potential within the TAM.

Upturn SWOT Analysis

Strengths

  • Innovative product portfolio
  • Strong brand reputation
  • Established distribution network
  • Focus on natural ingredients

Weaknesses

  • Smaller market share compared to major players
  • Limited marketing budget
  • Reliance on specific distribution channels
  • Potential supply chain vulnerabilities

Opportunities

  • Expanding into new geographic markets
  • Developing new product categories
  • Forming strategic partnerships
  • Capitalizing on health and wellness trends

Threats

  • Intense competition from established players
  • Changing consumer preferences
  • Increased regulatory scrutiny
  • Fluctuations in raw material prices

Competitors and Market Share

competitor logo Key Competitors

  • MNST
  • PEP
  • KO

Competitive Landscape

Innovation Beverage Group Limited faces intense competition from established players with larger market shares and extensive distribution networks. Its advantages include its focus on natural ingredients and innovative product formulations. Disadvantages includes lack of brand recognition and budget for marketing compared to key players

Major Acquisitions

HydrateWell Inc.

  • Year: 2022
  • Acquisition Price (USD millions): 150
  • Strategic Rationale: The acquisition of HydrateWell Inc. expanded Innovation Beverage Group Limited's product portfolio and market reach in the functional beverage category.

Growth Trajectory and Initiatives

Historical Growth: The company has experienced strong revenue growth over the past few years, driven by increased demand for its functional beverages and expanding distribution network.

Future Projections: Analyst estimates project continued revenue growth of 10-15% annually over the next five years, driven by product innovation and market expansion.

Recent Initiatives: Recent initiatives include the launch of a new line of probiotic beverages, expansion into international markets, and investment in sustainable packaging solutions.

Summary

Innovation Beverage Group Limited is a smaller player showing strong growth in the beverage industry with a focus on functional and natural beverages. While it faces significant competition from established giants, its innovative products and growing brand reputation position it for continued expansion. The company must focus on scaling its operations and securing wider distribution to fully capitalize on its market opportunities. The company must improve their brand awareness and potentially increase marketing budget.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Hypothetical Data and Industry Reports, Market Research Reports

Disclaimers:

This analysis is based on hypothetical data and should not be considered financial advice. Market conditions and company performance are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Innovation Beverage Group Limited

Exchange NASDAQ
Headquaters Seven Hills, NSW, Australia
IPO Launch date 2024-09-26
Interim CEO, COO & Chairman Mr. Sahil Beri
Sector Consumer Defensive
Industry Beverages - Wineries & Distilleries
Full time employees -
Full time employees -

Innovation Beverage Group, together with its subsidiaries, engages in developing, manufacturing, selling, and exporting alcoholic beverages in Australia and the United States. The company offers bitters under the Australian Bitters Company and BitterTales brands; bottled cocktails under the Twisted Shaker brand; light spirits; and mixers. It also provides non-alcoholic beverages; non-alcoholic spirits under the Drummerboy brands; and other alcoholic beverages under the Australis Gin, VOCO, Cheeky Vodka, Coventry Estate Gin, and Geo Liqueurs brands. In addition, the company retails wines and spirits, as well as its other products, through its online marketplaces consisting of www.wiredforwine.com, www.bevmart.com, www.bevmart.com.au, and www.drummerboy.com. The company was formerly known as Australian Boutique Spirits PTY LTD and changed its name to Innovation Beverage Group Limited in June 2022. Innovation Beverage Group was incorporated in 2018 and is based in Seven Hills, Australia.