Update shared on 05 Nov 2025
Fair value Increased 0.30%Analysts have slightly raised their price target for Varun Beverages from ₹597.75 to ₹599.52. This change is attributed to improved outlooks for revenue growth and profit margins reflected in recent projections.
What's in the News
- Special/Extraordinary Shareholders Meeting scheduled for November 29, 2025, to be conducted via postal ballot in India (Key Developments).
- The company has incorporated a wholly-owned subsidiary in Kenya to manufacture, distribute, and sell beverages, marking an international expansion (Key Developments).
- The addition of an alcoholic beverage business to the company's objectives paves the way for Varun Beverages to enter the ready-to-drink and alcoholic beverage markets, both in India and internationally (Key Developments).
- A joint venture, "White Peak Refrigeration Private Limited," has been formed with Everest International Holdings Limited to manufacture visi-coolers and other refrigeration equipment in India (Key Developments).
- An upcoming board meeting is scheduled for October 29, 2025, to approve unaudited financial results, discuss the incorporation of the Kenyan subsidiary, alter the company's object clause, and address other business matters (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹597.75 to ₹599.52.
- Discount Rate remains unchanged at 12.73%.
- Revenue Growth projection has increased from 14.63% to 15.15%.
- Net Profit Margin is up marginally from 14.03% to 14.18%.
- Future P/E ratio has decreased from 73.64x to 72.00x.
Disclaimer
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