Varun Beverages 향후 성장

Future 기준 점검 3/6

Varun Beverages (는) 각각 연간 16.4% 및 12.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.1% 로 예상됩니다.

핵심 정보

16.4%

이익 성장률

15.98%

EPS 성장률

Beverage 이익 성장	18.6%
매출 성장률	12.2%
향후 자기자본이익률	18.11%
애널리스트 커버리지	Good
마지막 업데이트	01 Oct 2025

최근 향후 성장 업데이트

Varun Beverages Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Jul 31

Varun Beverages Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Oct 25

Recent updates

Returns on Capital Paint A Bright Future For Varun Beverages (NSE:VBL)

Sep 18

Varun Beverages (NSE:VBL) Seems To Use Debt Quite Sensibly

Aug 18

Varun Beverages Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Jul 31

Varun Beverages Limited's (NSE:VBL) Business Is Trailing The Market But Its Shares Aren't

Apr 16

Here's Why Varun Beverages (NSE:VBL) Can Manage Its Debt Responsibly

Apr 01

Solid Earnings May Not Tell The Whole Story For Varun Beverages (NSE:VBL)

Feb 23

Do Varun Beverages' (NSE:VBL) Earnings Warrant Your Attention?

Feb 11

Varun Beverages Limited's (NSE:VBL) Share Price Matching Investor Opinion

Dec 31

Why The 29% Return On Capital At Varun Beverages (NSE:VBL) Should Have Your Attention

Nov 09

Tactical Growth In Emerging Markets Set To Boost Revenue And Margins

Nov 07 Expansion in India and Africa, especially through new facilities, aims to drive revenue by targeting high-growth markets and improving efficiencies.

Varun Beverages Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Oct 25

이익 및 매출 성장 예측

NSEI:VBL - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	293,341	42,475	35,537	52,686	21
12/31/2026	258,570	36,588	27,608	46,021	24
12/31/2025	223,796	30,707	19,971	43,263	24
6/30/2025	210,778	28,483	1,760	35,694	N/A
3/31/2025	212,573	27,839	N/A	N/A	N/A
12/31/2024	200,077	25,946	-3,979	33,811	N/A
9/30/2024	189,865	25,415	N/A	N/A	N/A
6/30/2024	180,524	24,229	-9,355	25,544	N/A
3/31/2024	164,669	21,641	N/A	N/A	N/A
12/31/2023	160,426	20,559	-8,733	23,908	N/A
9/30/2023	155,891	19,987	N/A	N/A	N/A
6/30/2023	148,952	18,787	-6,806	22,453	N/A
3/31/2023	142,386	16,723	N/A	N/A	N/A
12/31/2022	131,731	14,974	-110	17,900	N/A
9/30/2022	126,932	14,392	N/A	N/A	N/A
6/30/2022	119,148	12,983	9,041	20,537	N/A
3/31/2022	94,098	8,190	N/A	N/A	N/A
12/31/2021	88,232	6,941	3,966	12,314	N/A
9/30/2021	84,198	6,578	N/A	N/A	N/A
6/30/2021	78,243	5,707	7,229	12,324	N/A
3/31/2021	70,146	4,033	N/A	N/A	N/A
12/31/2020	64,501	3,290	4,523	10,120	N/A
9/30/2020	63,395	2,894	N/A	N/A	N/A
6/30/2020	62,766	2,171	2,662	8,062	N/A
3/31/2020	74,469	4,833	N/A	N/A	N/A
12/31/2019	71,296	4,690	5,540	13,076	N/A
9/30/2019	67,026	4,568	N/A	N/A	N/A
6/30/2019	61,312	4,183	3,132	12,634	N/A
3/31/2019	53,799	3,148	N/A	N/A	N/A
12/31/2018	51,053	2,928	N/A	9,998	N/A
9/30/2018	48,350	2,915	N/A	N/A	N/A
6/30/2018	46,493	2,821	N/A	N/A	N/A
3/31/2018	42,136	2,243	N/A	N/A	N/A
12/31/2017	40,080	2,102	N/A	6,198	N/A
9/30/2017	39,011	2,727	N/A	N/A	N/A
6/30/2017	38,351	2,501	N/A	N/A	N/A
3/31/2017	38,622	2,076	N/A	N/A	N/A
12/31/2016	38,612	424	N/A	8,258	N/A
9/30/2016	40,081	1,345	N/A	N/A	N/A
6/30/2016	36,920	1,295	N/A	6,535	N/A
3/31/2016	31,473	-224	N/A	N/A	N/A
12/31/2015	33,941	1,130	N/A	5,548	N/A
12/31/2014	25,024	-202	N/A	4,309	N/A

애널리스트 향후 성장 전망

수입 대 저축률: VBL 의 연간 예상 수익 증가율(16.4%)이 saving rate(6.8%)보다 높습니다.

수익 vs 시장: VBL 의 연간 수익(16.4%)이 Indian 시장(15.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: VBL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: VBL 의 수익(연간 12.2%)이 Indian 시장(연간 10.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: VBL 의 수익(연간 12.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: VBL의 자본 수익률은 3년 후 18.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/10/03 06:51
종가	2025/10/03 00:00
수익	2025/06/30
연간 수익	2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Varun Beverages Limited는 35명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
null null	Antique Stockbroking Ltd.
Anand Shah	Axis Capital Limited
Parin Tanna	Batlivala & Karani Securities India Pvt. Ltd.

Varun Beverages 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Varun Beverages Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Varun Beverages Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Price target increased by 7.9% to ₹1,154

Price target increased by 8.6% to ₹1,024

Price target increased by 7.9% to ₹886

Price target increased by 7.7% to ₹884

Recent updates

Returns on Capital Paint A Bright Future For Varun Beverages (NSE:VBL)

Varun Beverages Limited Announces Resignation of Rajesh Kumar, Technical Head - India Operations (Senior Management Personnel), Effective September 15, 2025

Varun Beverages Limited Announces Resignation of Mr. Vikas Bhatia as Executive Director - Group ESG Head (Non-Board Member) (Senior Management Personnel), Effective August 31, 2025

Varun Beverages (NSE:VBL) Seems To Use Debt Quite Sensibly

Dividend of ₹0.50 announced

Varun Beverages Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Getting In Cheap On Varun Beverages Limited (NSE:VBL) Is Unlikely

Here's Why We Think Varun Beverages (NSE:VBL) Is Well Worth Watching

Varun Beverages Limited (NSEI:VBL) completed the acquisition of 50% stake in Everest Industrial Lanka (Private) Limited.

Varun Beverages Limited (NSEI:VBL) agreed to acquire 50% stake in Everest Industrial Lanka (Private) Limited for INR 320 million.

Varun Beverages (NSE:VBL) Knows How To Allocate Capital Effectively

First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Varun Beverages Limited's (NSE:VBL) Business Is Trailing The Market But Its Shares Aren't

Here's Why Varun Beverages (NSE:VBL) Can Manage Its Debt Responsibly

Final dividend of ₹0.50 announced

Varun Beverages Limited Recommends Dividend for the Financial Year Ended December 31, 2024

Full year 2024 earnings: EPS exceeds analyst expectations

Varun Beverages Limited to Report Q3, 2025 Results on Nov 14, 2025

Solid Earnings May Not Tell The Whole Story For Varun Beverages (NSE:VBL)

Varun Beverages Limited Approves Final Dividend

Do Varun Beverages' (NSE:VBL) Earnings Warrant Your Attention?

Varun Beverages Limited, Annual General Meeting, Apr 03, 2025

Varun Beverages Limited to Report Q4, 2024 Results on Feb 10, 2025

Varun Beverages Limited's (NSE:VBL) Share Price Matching Investor Opinion

Varun Beverages Limited (NSEI:VBL) completed the acquisition of remaining 39.93% stake in Lunarmech Technologies Pvt. Ltd.

New minor risk - Shareholder dilution

Varun Beverages Limited has completed a Follow-on Equity Offering in the amount of INR 75 billion.

Varun Beverages Limited has filed a Follow-on Equity Offering.

Varun Beverages Limited (NSEI:VBL) Share Purchase Agreement to acquire SBC Ghana Limited from Ghana Bottling Company Limited in a transaction valued at approximately INR 1.3 billion.

Why The 29% Return On Capital At Varun Beverages (NSE:VBL) Should Have Your Attention

Tactical Growth In Emerging Markets Set To Boost Revenue And Margins

Varun Beverages Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Varun Beverages Limited to Report Q3, 2024 Results on Oct 22, 2024

New minor risk - Dividend sustainability

First half dividend of ₹1.25 announced

Second quarter 2024 earnings: EPS misses analyst expectations

Varun Beverages Limited Approves Interim Dividend, Payable on and from August 13, 2024

Varun Beverages Limited to Report Q2, 2024 Results on Jul 30, 2024

First quarter 2024 earnings: EPS and revenues miss analyst expectations

Varun Beverages Limited to Report Q1, 2024 Results on May 13, 2024

Varun Beverages Limited Starts Commercial Production of Carbonated Soft Drilling & Energy Drilling & Energy Drills At Gorakhpur, Uttar Pradesh

Varun Beverages Limited Announces Resignation of Parag Paranjpe as Group Chief Human Resources Officer, Effective March 31, 2024

Final dividend of ₹1.25 announced

Upcoming dividend of ₹1.25 per share

Full year 2023 earnings: EPS exceeds analyst expectations

Varun Beverages Limited, Annual General Meeting, Apr 03, 2024

Varun Beverages Limited to Report Q4, 2023 Results on Feb 05, 2024

Price target increased by 7.9% to ₹1,154

Varun Beverages Limited (NSEI:VBL) agreed to acquire The Beverage Company for ZAR 3 billion.

Varun Beverages Limited Announces Appointment of Senior Management Personnel

Price target increased by 8.6% to ₹1,024

Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Varun Beverages Limited (NSEI:VBL) acquired 5.03% stake in Lunarmech Technologies Pvt. Ltd from Vivek Gupta for INR 100 million.

Upcoming dividend of ₹1.25 per share at 0.3% yield

Price target increased by 7.9% to ₹886

New major risk - Earnings quality

Price target increased by 7.7% to ₹884

Varun Beverages Limited Approves Chief Financial Officer Changes , Effective 4 August 2023

Price target increased by 7.3% to ₹1,590

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

Upcoming dividend of ₹1.00 per share at 0.2% yield

Promoters of Varun Beverages Reportedly Seeks to Sell Stake Worth INR 8,500 Million

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Varun Beverages Limited to Report Q4, 2022 Results on Feb 06, 2023

Insufficient new directors

Price target increased to ₹1,183

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations