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M Stanley: BUD APAC (01876.HK) Quarterly Results Weak, in Line; Rating Kept at Overweight
2026-02-12 15:18:43
BUD APAC (01876.HK) announced that its 4Q25 revenue was US$1.073 billion (organic revenue down 4.2% YoY), compared to the market consensus of US$1.08 billion and Morgan Stanley's expectation of US$1.07 billion, according to Morgan Stanley's research report.

Adjusted EBITDA was US$167 million (organic revenue down 24.7% YoY), below the expectations of the market/ broker of US$183 million/ US$202 million. Adjusted net loss amounted to US$12 million.

During the period, the Group's sales in the China market fell by 11.4%, and volume decreased by 3.9% (decline narrowed, with stabilized market share), with the organic average selling price down 7.7% YoY, mainly due to higher investment in trade channels and in-home/emerging channels.

Therefore, the broker rated BUD APAC at Overweight, with a target price of $9.
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