Above-average monsoon rains doused sales of summer products such as beer this quarter, but volumes should recover in the second half of fiscal 2026, says JPMorgan
United Breweries share price: JPMorgan reiterated its overweight call while cutting its price target to Rs 2,050. The brokerage sees near-term volume weakness due to heavy monsoons but believes stable raw material costs, premiumisation, and a strong GTM push will help the company outperform in the long run.
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Anand Rathi is bullish on United Breweries has recommended buy rating on the stock with a target price of Rs 2420 in its research report dated July 23, 2025.
Motilal Oswal recommended Neutral rating on United Breweries with a target price of Rs 2000 in its research report dated July 23, 2025.
Premium products currently contribute 10 percent of United Breweries’ sales
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United Breweries, United Spirits, HUL shares also saw selling pressure
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Motilal Oswal recommended Neutral rating on United Breweries with a target price of Rs 2000 in its research report dated May 08, 2025.
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Motilal Oswal recommended Neutral rating on United Breweries with a target price of Rs 2000 in its research report dated February 14, 2025.
The revised tariff applies solely to bourbon whiskies, which are uniquely produced and aged in the U.S., while all other alcoholic beverages remain taxed at the previous 150% rate.
United Breweries share price: Operating margins narrowed to 7.1 percent from 8 percent a year ago, signalling margin pressures despite revenue growth.
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Anand Rathi is bullish on United Breweries has recommended buy rating on the stock with a target price of Rs 2610 in its research report dated February 11, 2025.
United Breweries had last month halted supply briefly over pricing and non-payment of dues by the Telangana government
The momentum is expected to continue in the upcoming sessions. Below are some trading ideas for the near term.
The maker of Kingfisher beer said this is an "interim decision" taken in the "interest of consumers, workers and stakeholders".