United Breweries Limited has informed the Exchange about Investor Presentation
UBL · price
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Awaiting price reaction for this filing.
UBL reported Q4 FY25 net sales of Rs 2,321 Cr, up 9% year-on-year, with EBIT rising 24% to Rs 137 Cr and profit after tax up 20% to Rs 97 Cr. For the full year FY25, net sales grew 10% to Rs 8,907 Cr, EBIT rose 15% to Rs 642 Cr, and PAT grew 8% to Rs 441 Cr. Total volumes grew 6% for the year while premium volumes surged 32%, reflecting strong premiumization across the portfolio. Gross margin expanded 44 basis points to 43.0% and EBIT margin improved 35 bps to 7.2%, supported by revenue management and cost initiatives. Growth came despite headwinds in Telangana (temporary suspension) and Karnataka (duty structure changes), with the company highlighting a 'Design To Win' initiative to revamp its distribution network in Maharashtra.
Strong double-digit profit growth, expanding margins, and robust premium volume momentum are positive signals for shareholders and likely supportive of the stock. However, investors should note management's flagging of short-term margin pressure until ongoing capacity expansions are completed, even as long-term guidance remains optimistic on margin accretion and category growth.