United Breweries Ltd. News and Updates

Name: Latest research reports of United Breweries Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: United Breweries Ltd.
Rating: 3
Author: Motilal Oswal

Keep track of all breaking news on United Breweries Ltd. from all sources in a single place.

United Breweries Ltd.

08 May 2025

1960.10

-0.50%

United Breweries Results Earnings Call for Q4FY25 & Full Year

Conference Call with United Breweries Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.

audio

United Breweries Ltd.

08 May 2025

1960.10

-0.50%

Cost savings drive margin beat; rich valuation

Neutral: United Breweries Ltd.

Motilal Oswal

United Breweries (UBBL) delivered revenue growth of 9% YoY (est. 10%) in 4QFY25. Volume growth was 5% YoY (est. 8%). The Premium portfolio continued to deliver strong performance, posting 24% YoY growth in 4Q (32% in FY25).

United Breweries Ltd. is trading below all available SMAs

United Breweries Ltd.

06 May 2025

1960.10

-0.50%

[Initiation] United Breweries (HOLD): Positive outlook, but premium targets are stretched Hold

Hold: United Breweries Ltd.

BOB Capital Markets Ltd.

UB will hold share in non-premium, grow in premium. Double digit sales growth and 340bps EBITDA margin expansion between FY25-FY27

United Breweries Ltd. has an average target of 2228.00 from 3 brokers.

United Breweries Ltd.

14 Feb 2025

1960.10

-0.50%

United Breweries Results Earnings Call for Q3FY25

Conference Call with United Breweries Management and Analysts on Q3FY25 Performance and Outlook. Listen to the full earnings transcript.

United Breweries Ltd.

14 Feb 2025

1960.10

-0.50%

Premiumization trend continues; uncertainty on margins

Neutral: United Breweries Ltd.

Recommendation Target

Motilal Oswal

United Breweries (UBBL) delivered revenue growth of 10% YoY (est. 12%), aided by policy changes in Andhra Pradesh (AP). Volume growth was 8% YoY (est. 6%).

Number of FII/FPI investors increased from 310 to 334 in Mar 2025 qtr.

United Breweries Ltd.

11 Feb 2025

1960.10

-0.50%

Telangana price hike to add to seasonal upswing; retaining a Buy

Buy: United Breweries Ltd.

Target

Anand Rathi

Telangana (15% of UB’s revenue) announced a 15% price hike for beer, marking the first hike since FY20. This and strong seasonal demand (on a lower base), cost-saving steps and consistent capability building efforts augur well for the future.

Number of FII/FPI investors increased from 310 to 334 in Mar 2025 qtr.

United Breweries Ltd.

25 Oct 2024

1960.10

-0.50%

United Breweries Results Earnings Call for Q2FY25

Conference Call with United Breweries Management and Analysts on Q2FY25 Performance and Outlook. Listen to the full earnings transcript.

United Breweries Ltd.

23 Sep 2024

1960.10

-0.50%

Investing in growth amid a difficult regulatory environment; Buy

Buy: United Breweries Ltd.

Anand Rathi

We attended United Breweries’ first analyst meet and plant visit on Thursday. The former involved a panel discussion and Q&As with senior management, incl. Vivek Gupta (CEO & MD), Vikram Bahl (CMO), Wiggert Deelen (head, supply chain) and Jorn Kirsten (CFO).

Number of MF schemes increased from 115 to 126 in Mar 2025 qtr.

United Breweries Ltd.

20 Sep 2024

1960.10

-0.50%

Improving supply chains to boost market penetration

Sell: United Breweries Ltd.

Motilal Oswal

MD and CEO Mr. Vivek Gupta, who joined UBBL a year ago, emphasized the need to refocus on consumers, who have been overlooked due to excessive government intervention.