UBL Q2 FY26: profit down 64%, net sales down 3%, premium up 17%; auditor changed

Revenue DeclineEbitda Margin CompressionExceptional ItemEmphasis Of MatterAuditor Mid Year ChangeResults View source PDF Explain this filing

UBL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-2.5%Reaction day

₹1839.20

prior close

₹1766.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.2%-2.3% vs market

Breweries & Distilleries peers, median of 24sector-0.0%-2.5% vs sector

On the reaction day the stock moved 2.3 pts less than Nifty Midcap 150 and 2.5 pts less than its Breweries & Distilleries peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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10m

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30m

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Sessions after the filingfrom the prior close

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Reaction day

-2.5-0.2-2.3-0.0-2.5

Next day

-2.3-0.7-1.6+1.8-4.1

-1.6+0.1-1.7+2.9-4.5

-1.6-0.2-1.3+2.0-3.6

-1.7-1.2-0.4+0.2-1.9

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15d

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-12.1-0.6-11.5-10.7-1.4

-20.6-3.2-17.5-20.7+0.1

UpDownMarket · Nifty Midcap 150Sector · Breweries & Distilleries peers, median of 24Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

UBL's Q2 FY26 net sales fell 3% to about Rs 2,051 crore; revenue including excise fell 21% to Rs 3,736 crore. Standalone profit dropped 64% to Rs 47 crore and EPS was Rs 1.78. Q2 EBIT fell 55%; volume fell 3% but premium volume rose 17%. Half-year net sales grew 7%, EBIT fell 18% and operating cash flow was Rs 453 crore. A new auditor reviewed this quarter. A Rs 752 crore competition penalty stays under appeal.

Likely market impact

Profit down 64% and margins narrower are negative, though premium volume rose 17%. A Rs 752 crore competition penalty remains under appeal.