Poging GOUD - Vrij
Premium pour to lift UBL; Q2 might be a tepid sip
Business Standard
|September 23, 2025
But expansion in Andhra, policy support in UP can catalyse full-bodied growth
From its highs at the end of July, the stock of alcoholic beverage (alcobev) maker United Breweries Ltd (UBL) is down 12 percent.
The weak sentiment for the stock is attributed to demand woes caused by higher rainfall in the July-September quarter of 2025-26 (FY26) and an elevated base. Brokerages, however, remain positive on its outlook, citing the firm’s focus on the premium segment, expansion, easing supply-chain issues, and scope for margin improvement.
The alcobev major has expanded brewery capacity by a third in Andhra Pradesh, which, coupled with improving growth prospects in Maharashtra, is expected to offset the excise-related headwind in Karnataka which has seen three tax hikes in three years.
Commenting on the Andhra Pradesh expansion, Nuvama Research notes that localised production is expected to prevent stockouts, enabling the company to meet rising consumer demand and potentially improve margins by avoiding interstate taxes.
Dit verhaal komt uit de September 23, 2025-editie van Business Standard.
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