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CCU: Reduced Dividend Payout Will Support Stronger Profitability Ahead

Rising Middle Class And Urbanization Will Expand Beverage Demand

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CCU
AnalystHighTarget
Not Invested
Published 28 Jul 2025

Update shared on 14 Dec 2025

Fair value Decreased 2.93%
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AnalystHighTarget's Fair Value
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1Y
0.3%
7D
-3.6%

Analysts have modestly reduced their price target for Compañía Cervecerías Unidas from CLP 7,520 to CLP 7,300. This reflects slightly higher discount rate and slower revenue growth assumptions, partly offset by expectations for firmer profit margins and a lower future P/E multiple.

What's in the News

  • The Board approved interim dividend Nº 271 of CLP 84.0 per share (CLP 168.0 per ADR), totaling CLP 31,038,241,248, charged against 2025 net profit (Key Developments).
  • The interim dividend will be paid starting November 27, 2025, to shareholders of record at midnight on November 21, 2025 (Key Developments).
  • The dividend event is categorized as a dividend decrease, indicating a more conservative cash distribution stance for the current period (Key Developments).

Valuation Changes

  • Consensus analyst price target and fair value estimate reduced modestly from CLP 7,520 to CLP 7,300, a decrease of about 2.9 percent.
  • Discount rate increased slightly from 9.70 percent to 9.86 percent, reflecting a marginally higher perceived risk profile.
  • Revenue growth lowered significantly in the model from 9.38 percent to 7.30 percent, implying more conservative top line expectations.
  • Net profit margin increased from 6.13 percent to 6.90 percent, indicating expectations for somewhat stronger profitability.
  • Future P/E reduced from 15.1x to 13.9x, signaling a more conservative valuation multiple applied to future earnings.

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Disclaimer

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