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Varun Beverages Gets Lower Target Price After Q1, But Motilal Oswal Remains Bullish — Here's Why

Varun Beverages' ramp-up of international operations, recovery in Zimbabwe, and expansion of the snacks business are expected to support revenue growth and margins, adds Motilal Oswal.

Varun Beverages Gets Lower Target Price After Q1, But Motilal Oswal Remains Bullish — Here's Why
Following the healthy results, Motilal Oswal retained its 'Buy' rating on the Varun Beverages and raised its target price.
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STOCKS IN THIS STORY
Varun Beverages Ltd.
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NDTV Profit's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer NDTV Profit's subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

Varun Beverages Ltd. reported a healthy performance for the June quarter, led by-

  • a scale-up in the international market, driven by all geographies;
  • strengthening distribution network domestically and globally;
  • scale-up of the snacking business, backed by the operationalisation of the Morocco and Zimbabwe markets in H2 CY25; and
  • an expanding product portfolio (recently entered into a franchise agreement with Calpis in Jun'26)

Following the healthy results, Motilal Oswal Financial Services retained its 'Buy' rating on the stock and raised its target price to Rs 560, implying an upside potential of about 30% from current levels.

Going forward, Varun Beverages is expected to deliver healthy performance, driven by capacity expansion, a strong distribution reach, and continued expansion of its beverage portfolio. Additionally, the ramp-up of international operations, recovery in Zimbabwe, and expansion of the snacks business are expected to support revenue growth and margins.

Click on the attachment to read the full report:

Motilal Oswal Varun Beverages Q1.pdf
VIEW DOCUMENT

ALSO READ: Ambuja Cements' 'Value Over Volume' Strategy Keeps Nirmal Bang Bullish After Q1 Results — Check Target Price

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