ALFA Finder| 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
- ₹1,225.20
- Market cap
- ₹32,395 Cr
- Revenue (annual)
- ₹9,240 Cr
- Net profit (annual)
- ₹413.2 Cr
- P/E (TTM)
- 66.9×Sector 29.0×
- Promoter holding
- 70.83%+0.00% QoQ
- FII holding
- 5.36%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 Earnings Call Transcript: Key Takeaways
UBL delivered strong revenue and EBITDA growth, driven by volume acceleration and premiumization, though results were flattered by an income tax refund.
United Breweries Q2 FY27 Results: Net Profit ₹134.8 Cr, Up 191.1% YoY
United Breweries Ltd reported revenue from operations of ₹4,623 Cr (+23.7% YoY) and net profit of ₹134.8 Cr (+191.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹134.8 Cr · +191.1% YoY
United Breweries Other Announcement
United Breweries Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, as required by SEBI regulations.
United Breweries Product Launch
United Breweries has launched 'Heineken Silver' beer in the state of Assam. This expansion makes the premium brand available to consumers in the region.
United Breweries Legal & Regulatory
United Breweries Limited received income tax refunds totaling ₹100.83 Crore for Assessment Years 2013-14 and 2020-21. These refunds, including interest, positively impact working capital.
- Value
- ₹100.8 Cr
United Breweries Board Meeting Date
United Breweries Limited will hold a board meeting on October 27, 2026, to consider and approve unaudited financial results for the quarter ended September 30, 2026.