OM DENNE EPISODE
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 and Productivity
00:19:47 Debt Mix and Finance Costs
00:26:04 Capital Allocation
00:31:22 Cash Flow and Capex Priorities
00:33:34 Diageo-Asahi Deal Update
00:35:38 Priorities for FY27
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