Fast Moving Consumer Goods · NSE/BSE: UBL

United Breweries Limited

Breweries & Distilleries
Market Cap ₹0.35L Cr
Verdict: High

Quality Scores

Multi-Bagger
72/100
Compounder Quality
86/100
Management Credibility
88/100
Governance
92/100
Cash Flow Quality
88/100

AI Summary

United Breweries Limited (UBL) remains the undisputed leader in the Indian beer market with its flagship brand Kingfisher and the strategic backing of Heineken. Over the last decade, the company has transitioned from a promoter-led entity fraught with legal complexities to a professionally managed subsidiary of a global giant. Financially, UBL demonstrates resilience with steady revenue growth from ₹4,688 Cr in FY15 to ₹9,240 Cr projected in FY26, representing a solid 7% 10-year CAGR. While profitability has been impacted by volatile raw material costs (barley, glass) and a complex regulatory…

Top Opportunities

  • Market leader with Kingfisher brand
  • Transition to Heineken ownership provides global expertise
  • Consistent dividend history with high payout ratio

Top Risks

  • Operating margins halved over the last 5 years
  • High sensitivity to glass and barley price inflation
  • Complex state-level regulatory and taxation landscape

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