| Revenue growth | Q4: -3%; FY26: +4% |
|---|---|
| Margins | Gross margin expanded 332bps in Q4 to 45.4%. |
| Demand visibility | Beer category returned to growth (+10% in Q4). |
| Management confidence | Optimistic on long-term growth despite short-term volatility. |
Growth
Q4 revenue down 3%, PAT up 4%. FY26 full-year revenue up 4%, PAT down 6%.
Outlook
Projected INR 400-500 Cr cost pressure over next 2-3 quarters; driving premiumization and efficiency.
Risks
Middle East war impacting oil/gas prices and freight costs; INR currency pressure vs USD.
Earnings Call filed with BSE, NSE: UBL. Summary written with AI assistance from the document.
United Breweries Ltd: key numbers
- Share price
- ₹1,188.60
- Market cap
- ₹31,427 Cr
- Revenue (annual)
- ₹9,240 Cr
- Net profit (annual)
- ₹413.2 Cr
- P/E (TTM)
- 79.4×Sector 28.6×
- Promoter holding
- 70.83%+0.00% QoQ
- FII holding
- 4.87%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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United Breweries Earnings Call Transcript: Key Takeaways
UBL reports 13% volume growth driven by premiumization and regulatory tailwinds, despite severe raw material inflation from Middle East conflict affecting supply chains.
- Call
- Guides 10% growth
United Breweries Investor Presentation: Key Takeaways
United Breweries reported Q1 FY27 net sales growth of 7% and EBITDA growth of 4%, despite Middle East war impacts. Premium volumes turned margin accretive for the first time.