United Breweries Q1 FY27: Results date, call, FY26

What has United Breweries announced

United Breweries Limited (UBL) has lined up key events for its Q1 FY27 reporting cycle. The company’s board meeting is scheduled for August 4, 2026, to consider the financial results for the quarter ended June 30, 2026. Separately, UBL has also indicated the meeting will consider audited financial results and recommend dividend for FY2026. The company will follow this with a Q1 FY27 earnings call on August 5, 2026.

For investors, the two dates matter because they provide clarity on the latest quarterly performance and management’s near-term priorities. The April to June period is widely tracked in the beer industry due to seasonality, with the period cited as contributing close to 35% of annual industry sales due to the Indian summer. UBL’s brands, including Kingfisher Ultra and Heineken, have been referenced in market commentary around premiumisation trends.

Key dates: board meeting and earnings call

UBL has scheduled its investor conference call for August 5, 2026 at 3:00 PM IST. The call is slated to be hosted by MD and CEO Vivek Gupta and CFO Jorn Kersten. The company’s board is scheduled to meet a day earlier on August 4, 2026.

As per the company’s schedule described in the provided information, the August 4 meeting will approve UBL’s unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The same set of details also references consideration of audited financial results and a dividend recommendation for FY2026. Investors typically track both the numbers and the accompanying notes, including any references to tax matters or contingent liabilities.

Quick market snapshot and trading context

The compilation provided includes a market cap figure of ₹38,465.67 crore and a current market price (CMP) of ₹1,454.8. Another snapshot in the same set mentions UBL entering the results season around ₹1,353, and a table elsewhere lists a CMP near ₹1,336.50. These varying CMP prints reflect different observation points in time within the provided material.

From an operating context perspective, the “Quick Details” section lists the previous quarter revenue at ₹4,406.14 crore, previous quarter PAT at ₹101.67 crore, and previous quarter EBITDA margin at 6.5%. Separately, one data point in the compilation states Q4 FY26 revenue from operations was ₹4,408.41 crore and net profit was ₹101.78 crore, broadly consistent with the “previous quarter” numbers. The EBITDA margin is also shown as having declined to 6.2% in Q4 FY26 from 8% in Q4 FY25.

What investors will look for in Q1 FY27 numbers

Market focus is expected to stay on volumes and mix, given the seasonal importance of the quarter and references to premiumisation trends. One market snapshot in the provided text mentions anticipated volume growth in a 7% to 9% range, and another section includes management guidance for 6% to 7% volume growth in FY27. The same guidance note flagged ₹400 crore to ₹500 crore of cost headwinds linked to the Middle East conflict.

Margins are another key variable because the provided information shows recent pressure at the EBITDA margin line in Q4 FY26. In addition, the compilation includes a mention of a separate report that referred to profit declining 16% to ₹136 crore on high excise duty and revenue down 6% for a “Q1” period. Since multiple Q1 datasets are present in the material, investors will likely rely on UBL’s official filings and the investor call commentary for the precise comparable base.

FY26 recap: profit, dividend, and quarterly trend

For FY26, UBL reported standalone net profit of ₹413.16 crore and consolidated net profit of ₹413.39 crore. The same FY26 note mentions Q4 FY26 EBITDA of ₹140 crore. UBL’s board recommended a dividend of ₹10 per share.

The company also disclosed audited standalone and consolidated financial results for the quarter and year ended March 31, 2026 at a board meeting held on May 5, 2026. Standalone net profit for Q4 FY26 was ₹101.67 crore (₹10,167 lakh), compared with ₹97.38 crore (₹9,738 lakh) in Q4 FY25. Full-year standalone net profit for FY26 was ₹413.16 crore versus ₹441.17 crore in FY25, while consolidated FY26 net profit was ₹413.39 crore versus ₹442.41 crore in FY25.

Q4 FY26 performance and margin movement

The dataset highlights Q4 FY26 consolidated net profit growth of 4.31% year-on-year to ₹101.78 crore. It also states consolidated revenue from operations in Q4 FY26 was marginally down 0.42% year-on-year to ₹4,408.41 crore. At the operating profitability level, EBITDA margin for Q4 FY26 declined to 6.2% from 8% in Q4 FY25.

This combination of modest revenue change and margin compression is relevant going into Q1 FY27 because it frames what investors may ask management on the call. The earnings call often provides colour on pricing, state-level tax changes, input costs, and the premium portfolio contribution, but any such specifics would need to come from the company’s August 5 discussion.

Q1 reference points provided in the dataset

One consolidated quarterly table in the provided material lists, for the quarter ended June (shown as “Jun 25”), total revenue of ₹5,380.78 crore, operating income of ₹247.98 crore, and net income of ₹183.87 crore. It also shows QoQ comparisons versus March 2026 (revenue ₹4,408.41 crore and net income ₹101.78 crore) and YoY comparisons versus June 2024 (revenue ₹5,811.28 crore and net income ₹173.55 crore).

Elsewhere in the compilation, a narrative section states that for the quarter ended June 2025, consolidated net profit rose 5.9% to ₹184.03 crore while revenue from operations fell 7.4% to ₹5,380.78 crore from ₹5,811.28 crore. Another section presents a different comparison, stating consolidated revenue increased 16% to ₹5,380.78 crore from ₹4,639.47 crore. Because these comparisons appear side-by-side in the provided material, the most practical approach for investors is to track the exact comparable period and definitions used in UBL’s official result release.

Estimates and preview numbers cited

The compilation includes a Q1 FY27 estimate range for revenue at ₹4,993 crore to ₹5,745 crore and PAT at ₹169 crore to ₹215 crore. It also includes a 12-month target range of ₹1,280 to ₹1,456 attributed to “Uniresearch” estimates, along with a “tracking stance” reference. These are third-party estimates within the provided text and are not company guidance.

The same preview framework references a Q1 FY26 base of ₹5,392 crore revenue and ₹184 crore net profit. Investors typically compare such estimates with the company’s reported numbers on August 4 and the qualitative commentary on August 5.

Regulatory and legal item: demand notice disclosure

UBL received a demand notice of ₹116.25 crore on July 1, 2026 from the Patiala Market Committee, as stated in the provided material. Such disclosures are relevant for risk assessment because they can affect cash outflows, provisioning, or future litigation-related updates. The August 4 results release may carry updates in notes or contingent liability disclosures, if applicable.

Key facts table

What to track on August 4 and August 5

The August 4 board outcome will provide the official Q1 FY27 standalone and consolidated numbers for the quarter ended June 30, 2026. Investors are also likely to watch for any commentary or disclosures related to the FY2026 dividend recommendation, given it is explicitly referenced in the meeting agenda described in the material.

On the August 5 call, investors generally focus on volume trends, premium portfolio contribution, state-wise pricing dynamics, and any updates around the cost headwinds of ₹400 crore to ₹500 crore flagged in the same dataset. With the demand notice item already disclosed, market participants may also listen for any update on the company’s response and accounting treatment, if discussed. The combination of the result release and the earnings call should provide the most consistent, comparable dataset for Q1 FY27.

Conclusion

United Breweries has set August 4, 2026 for board approval of Q1 FY27 results and August 5, 2026 for its investor call at 3:00 PM IST. Recent FY26 and Q4 FY26 figures in the provided material highlight margin sensitivity alongside profit and dividend actions. The next confirmed milestone is the board outcome on August 4, followed by management’s discussion on August 5.