| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | Volumes up 13% led by premiumization and strong summer demand. |
|---|---|
| Margins | Gross margin down to 41%; structural recovery program mitigating inflation impacts. |
| Demand visibility | Strong; beer category accelerating due to favorable regulatory reforms in Karnataka. |
| Management confidence | Balanced; optimistic on demand but cautious on persistent supply chain volatility. |
Growth
Sell-out volumes grew 13%; premium segment surged 17%, led by Kingfisher Ultra and Heineken Silver.
Outlook
Management targets double-digit revenue growth for FY27 with 20% premium revenue share goal.
Risks
Gross margins compressed 155bps YoY due to elevated packaging and logistics costs; Haryana remains unviable.
Earnings Call Transcript 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 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 reported Q4 FY26 volume growth of 4% despite a double-digit category rebound, focusing on premiumization (16% growth) and managing cost pressures from geopolitical tensions.
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.