NSE · Consumer Defensive · Beverages - Non-Alcoholic
EPS came in at 4.50 against a street estimate of 4.35 — a beat of 3.4%.
with an average price target of ₹549.76.
CONFIDENT VBL delivered 20.4% revenue growth and 19.8% volume growth in Q2 FY26, driven by strong India seasonality (20%+ post-March) and international expansion. EBITDA up 17.2%. Company extended PepsiCo agreement to 2049, entered dairy via Asahi, and acquired South Africa operations. Q2 FY26 India seasonality highly weather-dependent; El Niño dampened April. Africa expansion accelerating via acquisitions and organic growth. Analysts probed INR 10 strategy, pack mix, and alcohol entry. Management reframed INR 10 as unprofitable distraction, emphasized 20%+ growth at profitable points, and clarified alcohol exploration is group-level (not VBL). Weather and competitive dynamics were secondary concerns. 2026-07-28…
Full summary in the app.
| Document | Date |
|---|---|
| Q1 FY27 earnings call VARUN BEVERAGES LIMITED – Q2 & H1 CY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Revenue: Rs. 84,512.3 million, up 20.4% year-on-year • H1 2 | 2026-08-04 |
| Investor presentation VARUN BEVERAGES LIMITED – Q2 & H1 CY2026 RESULTS SUMMARY HEADLINE NUMBERS • Consolidated sales volumes: 466.7 million cases in Q2 CY2026, up 19.8% Y | 2026-07-28 |
| Q4 FY26 earnings call VARUN BEVERAGES LIMITED – Q1 CY2026 EARNINGS CALL SUMMARY HEADLINE NUMBERS • Consolidated revenue increased 18.1% YoY to Rs. 65,742 million (Q1 CY20 | 2026-05-04 |
| Investor presentation · Q4 FY26 VARUN BEVERAGES LIMITED – Q1 CY2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: Rs. 65,742 million in Q1 CY2026, up 18.1% YoY from Rs. 55,669 millio | 2026-04-27 |
| Quarterly results · Q4 FY26 VARUN BEVERAGES LIMITED – Q1 CY2026 RESULTS SUMMARY --- HEADLINE NUMBERS • Revenue: Rs. 65,742 million in Q1 CY2026, up 18.1% YoY from Rs. 55,669 m | 2026-04-27 |
| Annual report FY2025 VARUN BEVERAGES LIMITED – COMPANY DOCUMENT SUMMARY HEADLINE NUMBERS • Final Dividend: ₹0.50 per equity share (face value ₹2) for FY 2025 • IEPF Tran | 2026-03-09 |
| Q3 FY26 earnings call VARUN BEVERAGES LIMITED – Q4 & CY2025 EARNINGS SUMMARY HEADLINE NUMBERS • Consolidated volumes grew 7.9% to 1,213.1 million cases in CY2025 (vs. 1,1 | 2026-02-10 |
| Quarterly results · Q3 FY26 VARUN BEVERAGES LIMITED - DOCUMENT SUMMARY HEADLINE NUMBERS • Full Year 2025 Revenue from Operations: ₹222,255.84 million (consolidated), up from ₹2 | 2026-02-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | ₹0.50 / share ex-date Jul 31, 2026 · record Aug 1, 2026 | 2026-07-31 |
| Dividend | ₹0.50 / share ex-date Apr 30, 2026 · record May 1, 2026 | 2026-04-30 |
| Dividend | ₹0.50 / share ex-date Apr 8, 2026 | 2026-04-08 |
| Announcement | Date |
|---|---|
| Subsidiary completes acquisition of dairy beverages and packaged water business VBL Industries' Kenyan subsidiary (VBL Kenya) has successfully completed its acquisition of value-added dairy beverages, juices, and packaged drinking water business from Devyani Food Indust | 2026-08-01 |
| 2nd interim dividend of Rs. 0.50 per equity share approved The company's Board of Directors approved a second interim dividend of Rs. 0.50 per share for the financial year 2026. With approximately 338.25 crore shares outstanding, this means total di | 2026-07-28 |
| Subsidiary acquires dairy beverages and packaged drinking water business VBL Industries' Kenyan subsidiary has agreed to acquire the dairy beverages, juices, and packaged drinking water business from Devyani Food Industries (Kenya) Limited. KEY POINTS: - This is | 2026-07-06 |
| Acquired 29.99% equity stake in FPEL HR2 Energy Private Limited Varun Beverages Limited has acquired 29.99% of Equity Share Capital of FPEL HR2 Energy Private Limited. | 2026-04-15 |
| Subsidiary acquires 100% stake in Twizza Proprietary Limited The Beverage Company Proprietary Limited, a South African subsidiary of the parent company, has completed the acquisition of 100% of the shares in Twizza Proprietary Limited. This means the | 2026-03-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Varun Beverages Limited — free to start.
Google PlayApp StoreData updated 2026-09-18.