Nifty FMCG 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

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United Breweries Ltd.

08 May 2025

2009.60

1.94%

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 above its 30 day SMA of 1989.6

Godrej Consumer Products Ltd.

08 May 2025

1264.80

-0.42%

Volumes rebound; margin recovery likely in H2, retaining a Buy

Buy: Godrej Consumer Products Ltd.

Target

Anand Rathi

With 6% volume growth (4% in India business) and 21.1% EBITDA margin (Street’s estimate at 20.4%), Godrej Consumer posted broadly in-line Q4 results.

Godrej Consumer Prod.. has an average target of 1343.67 from 6 brokers.

Dabur India Ltd.

08 May 2025

527.95

0.18%

Weak Q4 delivery; growth guidance remains aspirational

Sell: Dabur India Ltd.

Emkay

We retain REDUCE on Dabur India and keep our Mar-26E TP unchanged at Rs450, on 37x P/E, as we see weak business execution. The management, in consultation with McKinsey, has refreshed the company’s vision, with focus now on seven structural initiatives.

Number of FII/FPI investors decreased from 790 to 764 in Mar 2025 qtr

Godrej Consumer Products Ltd.

08 May 2025

1264.80

-0.42%

Execution to help improve performance ahead

Buy: Godrej Consumer Products Ltd.

Target

Emkay

We maintain BUY on GCPL while raising our Mar-26E TP by ~6% to Rs1,400 (on 50x P/E) from Rs1,325, as we upgrade earnings by 3-4% over FY26-27E on improved margin performance.