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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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