Varun Beverages Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Varun Beverages reported solid CY2025 financial results, with volumes up 7.9% and revenue growing 8.4% to Rs. 21,685.38 Cr. PAT surged 16.2% to Rs. 3,062.04 Cr, reflecting resilience despite weather challenges. Q4 saw strong domestic and international volume growth (10.5%, 10%). Management is confident of double-digit India growth in CY2026, anticipating better weather. India's EBITDA margins remain robust. Strategic focus includes the Twizza acquisition in South Africa, expanding the Rs. 340 Cr snacks business (targeting $100 million), and new product launches like Nimbooz Jeera. Minimal India CAPEX is expected, with cash directed towards acquisitions and international expansion. Sentiment is positive, eyeing sustained profitable growth.