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Varun Beverages Ltd dropped for a fifth straight session today. The stock is quoting at Rs 439.55, down 1.2% on the day as on 13:19 IST on the NSE. The benchmark NIFTY is down around 0.49% on the day, quoting at 25650.55. The Sensex is at 83387.46, down 0.51%.Varun Beverages Ltd has lost around 11.89% in last one month.Meanwhile, Nifty FMCG index of which Varun Beverages Ltd is a constituent, has eased around 5.18% in last one month and is currently quoting at 50922.75, down 0.27% on the day. The volume in the stock stood at 52.38 lakh shares today, compared to the daily average of 65.06 lakh shares in last one month.
The benchmark February futures contract for the stock is quoting at Rs 440.5, down 1.41% on the day. Varun Beverages Ltd tumbled 22.7% in last one year as compared to a 8.67% rally in NIFTY and a 9.06% fall in the Nifty FMCG index.
The PE of the stock is 56.24 based on TTM earnings ending December 25.
For the full year,net profit rose 17.03% to Rs 3036.49 crore in the year ended December 2025 as against Rs 2594.63 crore during the previous year ended December 2024. Sales rose 8.39% to Rs 21685.38 crore in the year ended December 2025 as against Rs 20007.65 crore during the previous year ended December 2024.
Revenue from operations grew 14% YoY to Rs 4,204.42 crore in Q4 2025 as compared to Rs 3,688.79 crore in Q4 CY2024.
Consolidated sales volume grew by 10.2% to 237.1 million cases from 215.1 million cases in Q4 CY2024. Sales volumes in India grew by 10.5%, and International markets grew by 10.0%.
EBITDA increased by 10.2% to Rs 639.26 crore in Q4 2025 from Rs 579.97 crore in Q4 2024.
Varun Beverages has recorded 16.2% increase in net profit to Rs 3,062.04 crore on an 8.4% rise in net revenue from operations to Rs 21,685.38 crore in CY2025 as compared with CY2024.
Ravi Jaipuria, chairman, Varun Beverages, said: 'CY2025 was marked by steady execution, despite weather-related disruptions in India during the peak summer season.
Volume growth in India was impacted during parts of the year due to unprecedented heavy rainfall throughout the year. However, performance improved meaningfully in Q4, with domestic volumes growing by 10.5%, reflecting the strength of our wide distribution network and strong brand portfolio.
The greenfield plants and backward integration facilities commissioned during the year are progressively stabilising and are expected to support higher volumes and operating leverage in the upcoming season.
Our international operations continued to scale well, led by Africa. International volumes grew by 10.0% in Q4, with South Africa delivering healthy volume growth, supported by expansion in general trade reach, addition of visi-coolers and continued progress on backward integration and capacity enhancement, strengthening supply chain efficiency and cost competitiveness.
During the year, we announced the proposed acquisition of Twizza in South Africa subject to regulatory and other approvals. The company has 3 manufacturing facilities including backward integration which will significantly enhance our manufacturing footprint and route-to-market capabilities in Africa’s largest soft drinks market, while offering meaningful synergies with our existing operations.
We also continued to expand our product portfolio and categories. The snacks business in Morocco has ramped up well, distribution of snacks in Zimbabwe and Zambia is gaining traction.'
Varun Beverages is a key player in beverage industry and one of the largest franchisee of PepsiCo in the world (outside USA). The company produces and distributes a wide range of carbonated soft drinks (CSDs), as well as a large selection of non-carbonated beverages (NCBs), including packaged drinking water sold under trademarks owned by PepsiCo.
Varun Beverages Ltd is down for a fifth straight session today. The stock is quoting at Rs 464.75, down 0.49% on the day as on 13:19 IST on the NSE. The benchmark NIFTY is down around 0.73% on the day, quoting at 25232.6. The Sensex is at 82000.06, down 0.69%.Varun Beverages Ltd has lost around 5.12% in last one month.Meanwhile, Nifty FMCG index of which Varun Beverages Ltd is a constituent, has eased around 8.53% in last one month and is currently quoting at 50523.9, up 0.44% on the day. The volume in the stock stood at 32.28 lakh shares today, compared to the daily average of 47.93 lakh shares in last one month.
The benchmark February futures contract for the stock is quoting at Rs 467.45, down 0.55% on the day. Varun Beverages Ltd tumbled 13.41% in last one year as compared to a 7.33% rally in NIFTY and a 10.49% fall in the Nifty FMCG index.
The PE of the stock is 60.28 based on TTM earnings ending September 25.
Founded in 2003, Twizza is engaged in the manufacturing and distribution of own branded non alcoholic beverages. It operates three manufacturing facilities in Cape Town, Queenstown and Middelburg, with a combined annual capacity of around 100 million 8 oz cases. The company sells its products across South Africa, Lesotho, Eswatini, Botswana and Namibia, and has backward integration facilities at all its plants. For the period ended June FY25, Twizza reported sales volumes of 71 million cases and net revenue of ZAR 1,689 million, equivalent to about Rs 901.9 crore.
The company aims to expand its footprint in Africa's largest soft drinks market, supported by favourable demographics and rising beverage consumption.
Meanwhile, a global brokerage responded positively to the announcement and reiterated a Buy rating on the stock with a target price of Rs 675 per share.
Varun Beverages is one of the largest franchisee of PepsiCo in the world (outside USA). The company produces and distributes a wide range of carbonated soft drinks (CSDs), as well as a large selection of non-carbonated beverages (NCBs), including packaged drinking water sold under trademarks owned by PepsiCo.
The company’s consolidated net profit rose 18.5% year-on-year to Rs 745.19 crore in Q3 calendar year (CY) 2025, compared with Rs 628.83 crore in Q3 CY2024, driven by lower finance costs, favourable currency movements in overseas markets, and higher other income. Revenue from operations (net of excise and GST) increased 1.9% YoY to Rs 4,896.65 crore from Rs 4,804.68 crore in Q3 CY2024.