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Investor Presentation

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.

Highlights
Revenue growth7% YoY growth in Net Sales for Q1 FY27.
MarginsGross margin at 41% (-155 bps); EBITDA margin 10.9% (-35 bps).
Demand visibilityDouble digit category growth for second consecutive quarter.
Management confidenceHigh; citing 24-month high reported brand power.

Growth

Net sales rose 7% to Rs 3,065 Cr; volume grew 9%. PAT declined 9% to Rs 166 Cr.

Outlook

Focused on UP greenfield expansion, network re-design, and scaling Kingfisher Smooth and Heineken Silver (+28% growth).

Risks

Gross margin contracted 155 bps vs LY. Financial impact cited from Middle East war and higher COGS.

Source

Investor Presentation filed with BSE, NSE: UBL. Summary written with AI assistance from the document.

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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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22:13 IST BSE
Legal & Regulatory

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