| Revenue growth | Double-digit growth guided for FY27. |
|---|---|
| Margins | Gross margin up 330 bps; EBIT pressured by brand investment. |
| Demand visibility | Strong underlying demand; category grew 10% in Q4. |
| Management confidence | High confidence in structural growth and long-term beer category potential. |
Growth
Primary volumes grew 4%, while sell-through was 8-9%. Premium segment up 16%. Gross margin expanded 330 bps.
Outlook
FY27 volume guidance of 6-7% with double-digit revenue growth. New brewery in UP and can lines planned.
Risks
Geopolitical impact in Middle East creating ₹400-500cr cost headwind; high aluminum and energy prices.
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.
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 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.
United Breweries Q1 FY27 Results: Net Profit ₹166.3 Cr, Down 9.6% YoY
United Breweries Ltd reported revenue from operations of ₹5,919 Cr (+10.0% YoY) and net profit of ₹166.3 Cr (-9.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹166.3 Cr · -9.6% YoY
United Breweries Earnings Call: Key Takeaways
United Breweries delivered volume growth but faces a significant ₹400-500cr inflationary headwind from the Middle East conflict, impacting margins despite a recovery in category growth.
United Breweries Earnings Call: Key Takeaways
United Breweries Q4FY26 shows revenue decline but improved gross margins. Focus remains on premiumization and category growth despite geopolitical headwinds.