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Ubl’s Share Price Rises on Robust Q2 Results, Jpmorgan Upgrades Rating

EditorVenkatesh Jartarkar
Published 10/20/2023, 03:50 AM
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United Breweries Ltd. (UBL), the company behind Kingfisher (LON:KGF) beer, saw its National Stock Exchange (NSE) share price rise over four percent to Rs 1,634.5 following the release of its Q2 financials on Friday. The Heineken (AS:HEIN) NV-managed firm reported a consolidated net profit of Rs 107.2 crore for the quarter, representing a 20.1 percent year-on-year decrease yet outperforming analysts' expectations.

Interestingly, InvestingPro data highlights that UBL holds more cash than debt on its balance sheet, a position that could provide financial stability and flexibility for future growth initiatives. Furthermore, UBL has maintained dividend payments for an impressive 18 consecutive years, according to InvestingPro Tips. This consistent dividend payment record can be an attractive factor for income-focused investors.

The company's operational revenue for Q2 grew by 14.1 percent to Rs 4,192.9 crore, driven by a seven percent increase in sales volume. This strong sales growth indicates a positive market response to UBL's products. The Q2 margin was in line with analysts' estimates at 9.8 percent. However, it's worth noting that InvestingPro Tips points out that UBL's revenue growth has been slowing down recently, which could be a potential concern for investors.

In response to these results, Zee Business's Anil Singhvi recommended purchasing UBL futures. Additionally, following the earnings release, JPMorgan upgraded UBL to 'overweight' from 'neutral.' The bank also raised its stock target for UBL to Rs 1,800 from Rs 1,400, suggesting an almost 15% upside potential.

InvestingPro Tips also suggests that despite trading at a high earnings multiple, UBL is a prominent player in the beverage industry. This, along with the fact that the stock generally trades with low price volatility, could make it a suitable option for risk-averse investors. For more insights like these, investors could consider the InvestingPro product, which includes numerous additional tips. Interested readers can find more information here.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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