Intimation of Investor Presentation on the Financial Results Earning Call
Awaiting price reaction for this filing.
United Breweries Limited (UBL) reported Q4FY2025 net sales of Rs. 2,321 Cr, up 9% year-on-year, driven by 5% volume growth and 4% positive price-mix. Profit after tax rose 20% to Rs. 97 Cr while EBIT jumped 24% to Rs. 137 Cr, with EBIT margin expanding 73 basis points to 5.9%. For the full year FY25, net sales grew 10% to Rs. 8,907 Cr and PAT grew 8% to Rs. 441 Cr, while premium volumes surged 32% and gross margin improved 44 bps to 43.0%. West and South regions led volume growth, though Telangana (temporary suspension) and Karnataka (duty changes) were headwinds. The management highlighted a 'Design to Win' distributor network redesign in Maharashtra and reiterated focus on premiumization, revenue management, and cost initiatives to drive margin accretion despite short-term margin pressure ahead of capacity expansion completion.
Positive for shareholders: strong double-digit profit growth, expanding margins, and 32% premium volume growth signal healthy fundamentals. The capacity expansion and continued brand investments are likely to support future growth but may keep margins volatile in the near term.