Stockrabit · Analysts
Questions across 1 call

Jay Doshi

Kotak Bank

United Breweries Limited

United Breweries Limited CC-Jun24.pdf · 2024-07-26
My first question is if you could explain us, over the last 1 or 2 years, how broadly some broad sense of inflation in glass bottle prices, how has your mix changed in terms of recovered bottles? Where are you in that journey? And where do you think -- how much time do you think it will take for you to get back to, if I'm not mistaken, recovered bottles used to be about 70% of your overall bottles consumption, so where are we today, where do you think, so some color there because you are not able to understand, 1 is there is inflation in glass, bottles is the second is some slippage on recovery over the last 6, 9 months? So that's my first question.
Understood. Would it be possible for you to give us some ballpark numbers or quantify it? And if this trend continues, by when you think you will be at pre -COVID levels in terms of bottle returns?