Beer: Increased competition, excise tax obligations see Vietnam Bia Saigon brewer’s profits fall

Ho Chi Minh City-based brewer Sabeco, majority-owned by Thai Beverage, maker of Bia Saigon, reported a net profit of VND 2.05 trillion or US$78.41 million in the first half of 2025, down 12.5 percent year-on-year, The Investor has reported→view source.

Key reasons for decline include unfavourable Tet timing, rising market competition, and higher excise tax obligations from acquiring Sabibeco

Key details:

  • H1 revenue: VND 12.62 trillion or US$482.69 million, down 17 percent year-on-year.
  • Q2 revenue: VND 6.8 trillion or US$260.24 million, down 16 percent year-on-year.
  • Q2 profit: VND 1.21 trillion or US$46.28 million, down 3.3 percent year-on-year.
  • Full-year target progress: 40 percent of revenue and 42 percent of profit achieved by end-June.
  • Assets: Total assets at VND 33.2 trillion or US$1.27 billion, slightly lower than start of year.
  • Dividend payout: 30 percent cash dividend for 2024’s second tranche set for late July, totalling VND 3.9 trillion or US$149.17 million.
  • Stock movement: SAB shares closed at VND 49,100 or US$1.88 on Friday, up 0.2 percent.
  • Financial pressure: Weaker deposit interest income and increased acquisition-related costs.

See also: Vietnam’s Beer Industry 2025: Culture, Brands & Regulations

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