Why Now Is The Right Time To Buy United Breweries Stock? Nirmal Bang Lists Five Key Reasons

United Breweries, as the market leader with nearly half of the country’s beer volumes, is best placed to capture this multi-year growth cycle. With distribution infrastructure scaling up, consumer demand tilting toward premium brands, and peers struggling to regain momentum, Nirmal Bang believe United Breweries’ growth story is shifting from cyclical recovery to structural compounding..NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Nirmal Bang Report.United Breweries Ltd. is no longer just a cyclical recovery candidate. The industry is undergoing a structural transformation, and United Breweries is positioned at the center of this change. Favorable policy reforms are creating a more stable operating environment. A younger generation of consumers is reshaping the demand landscape with higher frequency and premium inclination. Distribution expansion through visi coolers is unlocking the next wave of retail-driven growth. Peers are either stagnating or losing ground, reinforcing United Breweries’ dominance. And finally, premiumization backed by new launches is strengthening brand equity and eventually expanding margins in medium term. Five structural catalysts powering United Breweries’ next phase of growth  Policy support is creating a more conducive environment for sustained growth. Younger generations are reshaping the demand curve in favor of beer and premium products.Visi cooler expansion is unlocking a new wave of distribution-led growth. Peers are losing ground while United Breweries consolidates its leadership.Premiumization and new launches are widening margins and strengthening the brand..The stock trades at inexpensive valuations of ~35x FY27E EV/Ebitda. We maintain our target multiple of 40x, rolling forward to Sep-27E EV/Ebitda (~28%/18% discount to the 3/5-year average one-year forward multiples) and derive a target price of Rs 2,250..Click on the attachment to read the full report:.TCI Express' Near-Term Outlook Remains Bleak Says Motilal Oswal Maintaining 'Neutral' Stance.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Why Now Is The Right Time To Buy United Breweries Stock? Nirmal Bang Lists Five Key Reasons

Nirmal Bang upgrades United Breweries stock to 'Buy', sees upto 25% upside potential, check new target price.

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