NSE · Consumer Defensive · Beverages - Non-Alcoholic
EPS came in at 2.58 against a street estimate of 2.37 — a beat of 8.9%.
with an average price target of ₹550.78.
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…
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Google PlayApp StoreData updated 2026-08-05.