Varun Beverages Limited — Investor Meet, 04-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Varun Beverages reported strong Q1 CY2026 results: consolidated sales volumes surged 16.3% YoY (India +14.4%, International +21.4%), with revenue up 18.1% to Rs. 6,574.2 Cr and PAT growing 20.1% to Rs. 878.71 Cr. EBITDA margins improved by 55 bps to 23.3%. Growth was fueled by robust demand, strategic pack upsizing, and successful new product launches like 'Ad-Rush' and 'Sting Classic'. The company completed the acquisition of Twizza and initiated Crickley Dairy acquisition in South Africa, strengthening its regional presence and portfolio. Management is bullish on continued double-digit growth, citing strong consumer demand, operational efficiencies from new large-scale plants, and aggressive distribution expansion, planning half a million new outlets this year. The company is well-prepared with raw material inventory to mitigate inflationary pressures.