United Breweries Ltd (NSE:UBL)

Q4 2025 United Breweries Ltd Earnings Call Transcript

May 8, 2025 / 09:30 AM GMT

Release Date Price: ₹2168.9 (-0.59%)

Transcript

Key Points

Positve

United Breweries Ltd (BOM:532478) reported a 5% volume growth and a 9% increase in net sales for the quarter.
The premium segment grew by 24% for the quarter and 32% for the full year, led by Kingfisher Ultra Max and Heineken Silver.
The company announced a new Greenfield brewery, indicating a commitment to expanding production capacity.
United Breweries Ltd (BOM:532478) is investing in supply chain improvements, including a new distribution network in Maharashtra to enhance service to retailers.
The company is focusing on premiumization and has seen positive early results from new product launches like Heineken Silver and Amstel Grande.

Negative

Temporary suspensions in Telangana and industry-wide challenges in Karnataka impacted sales.
There is concern over increasing consumer prices and duties, which could affect category growth.
The company faces challenges with government warehouses not expanding in line with category growth, causing logistical issues.
Receivables have increased significantly, partly due to ongoing issues in Telangana, affecting cash flow.
Capacity constraints during peak seasons could limit volume growth, despite efforts to expand production capabilities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UBBW.NS - United Breweries Ltd
Q4 2025 United Breweries Ltd Earnings Call
May 08, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to United Breweries Limited, Q4 and 525 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing the star, then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now have the conference over to Mr. John Kirsten.

Chief Financial Officer, thank you and over to you, sir.

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Unidentified_2 [2]
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