UNITED BREWERIES (UBL)
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United Breweries Shares Surge 15% as Q2 Profit Jumps 191%
United Breweries shares rallied as much as 15% after Q2FY27 profit jumped 191% year-on-year, with EBITDA doubling and results beating estimates. The company is leaning on premiumisation, with Heineken Silver growth hitting 64%, to drive margins higher. Multiple outlets confirm the stock's sharp move as investors digest the earnings beat.
United Breweries Q2 net sales rise 24% to ₹2,536 crore on premiumisation
United Breweries (UBL) reported a 24 per cent year-on-year rise in net sales to ₹2,536 crore and a 190 per cent increase in profit after tax (PAT) to about ₹135 crore in Q2 FY27, driven by 16 per cent volume growth, premiumisation and improved operating margins. Premium beer volumes grew 38 per cent. EBITDA margin expanded 480 basis points to 11.9 per cent, while EBIT margin rose 441 basis points to 8.4 per cent.
Karnataka HC rules Mallya guarantee gives banks no claim on UBL shares
Vijay Mallya’s personal guarantee does not give banks claim over UBL shares, says Karnataka HC - Published OnOct 15, 2026 | 20:52 IST - Last Updated OnOct 15, 2026 | 20:52 IST The Karnataka High Court ruled that Vijay Mallya’s personal guarantee for Kingfisher Airlines does not grant banks a security interest in disputed United Breweries shares, favoring Diageo while noting lenders already recovered ₹14,131.6 crore against a ₹6,203 crore claim.
Karnataka HC says Mallya lifestyle delays bank loan settlement
Vijay Mallya’s lifestyle delaying bank loan settlement, Karnataka High Court says - Published OnOct 15, 2026 | 16:58 IST - Last Updated OnOct 15, 2026 | 16:58 IST The Karnataka High Court ruled Diageo has priority over pledged United Breweries shares, noting banks recovered 14,131.6 crore against a 6,203-crore Kingfisher loan, while criticizing Vijay Mallya's lifestyle for delaying proceedings.
United Breweries upgraded to accumulate as valuations normalize
In August 2025, bl.portfolio had advised investors of beer giant United Breweries (UBL) to ‘book profits’ when the stock was around ₹1,924, flagging stretched valuations and optimistic earnings expectations. When we revisited UBL in March 2026 at around ₹1,758, we upgraded it to ‘hold’. The risk-reward had improved, but not sufficiently to turn positive.
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