Understanding EABL FY 2026 Results

Podcast: The Mwango Capital Podcast · Mwango Capital

Opublikowano: 2026-09-19

In this episode, recorded on September 2, 2026, we sit down with Justin Mollel (Group CFO, East African Breweries PLC) to dissect the group's FY26 financial performance. We explore how broad-based, volume-led growth across Tanzania, Uganda, and Kenya drove net sales to KES 146 billion ($1.12B), the strategic shift to a 50-50 fixed-and-floating debt mix, how cost-productivity initiatives offset raw material inflation, and the operational focus ahead of the upcoming Diageo-Asahi ownership transition. Show Notes 00:00:00 Introduction 00:08:08 Overview of the FY26 Results 00:12:52 Top Line Drivers 00:14:18 Consumer Trends and Mix 00:16:07 Cost Control...