| Revenue growth | Price-mix impacted by contract manufacturing; double-digit revenue growth targeted for FY27. |
|---|---|
| Margins | Gross margins up 330bps, but EBIT pressured by brand investment and inflation. |
| Demand visibility | Strong; beer category returned to 10% growth in Q4. |
| Management confidence | Cautiously optimistic but transparent about significant ₹400-500cr cost headwinds. |
Growth
Volume grew 4%, underperforming category growth of 10% due to aggressive competition and intentional portfolio corrections.
Outlook
Targeting 6-7% volume growth and double-digit revenue growth for FY27 with new capacity in UP and Telangana.
Risks
Massive cost pressure from glass, aluminum, and energy; intensified competition led to a 27% spike in brand investment.
Earnings Call filed with BSE, NSE: UBL. Summary written with AI assistance from the document.
United Breweries Ltd: key numbers
- Share price
- ₹1,178.30
- Market cap
- ₹31,155 Cr
- Revenue (annual)
- ₹9,240 Cr
- Net profit (annual)
- ₹413.2 Cr
- P/E (TTM)
- 78.8×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.
More from United Breweries Ltd
All →United Breweries Legal & Regulatory
UBL received a favorable High Court order dismissing a ₹21.92 crore service tax demand, reducing the company's contingent tax liability to nil.
- Value
- ₹21.92 Cr
United Breweries Capacity Expansion: ₹110 Cr Investment
United Breweries Limited announced the commissioning of a new canning line at its Ellora Brewery in Maharashtra. The project involves a capital investment of ₹110 Crore.
- Value
- ₹110.0 Cr
United Breweries Product Launch
United Breweries has launched its Heineken® Silver beer in the states of Kerala, Odisha, and Madhya Pradesh. This expansion builds on the brand's existing market momentum.
United Breweries Annual General Meeting
United Breweries Limited held its 27th Annual General Meeting on August 12, 2026. Shareholders approved all agenda items, including financial statements, dividend declaration, and increased borrowing limits.
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.