| 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
- ₹1,251.30
- Market cap
- ₹33,085 Cr
- Revenue (annual)
- ₹9,240 Cr
- Net profit (annual)
- ₹413.2 Cr
- P/E (TTM)
- 83.6×Sector 29.0×
- 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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