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Varun Beverages' international fizz outpaces India biz as overseas volumes surge 38%

VBL's international volumes grew significantly, nearly tripling India's pace during the June quarter. Acquisitions like Twizza bolstered overseas performance and manufacturing capabilities in South Africa. The company also plans to acquire Devyani Food Industries in Kenya for East African expansion. VBL extended its PepsiCo bottling agreement and entered a franchise deal for CALPIS. India continued its healthy double-digit growth, supported by infrastructure investments.

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economictimes.indiatimes.com

thehindubusinessline.com

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economictimes.indiatimes.com9 h fa

Varun Beverages shares fall 5% as Q2 margins shrink after Twizza acquisition in South Africa; net profit…

Varun Beverages Q2 revenue +20.4% YoY and PAT +15.1%, but EBITDA margin compressed 76 bps to 27.7% due to Twizza South Africa consolidation. Stock fell 5% on margin pressure; however, 38.4% international volume growth signals long-term M&A bet on geographic footprint over near-term profitability.

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thehindubusinessline.com9 h fa

Varun Beverages posts higher quarterly profit on healthy volumes

Varun Beverages posted 15.5% Q2 profit growth on 19.8% volume surge and extended its PepsiCo India bottling deal by 10 years. This reinforces PepsiCo's confidence in India's consumption growth and signals the market's importance for multinational scale expansion strategies.

Timeline cronologica

martedì 28 luglio 2026·economictimes.indiatimes.com
Varun Beverages shares fall 5% as Q2 margins shrink after Twizza acquisition in South Africa; net profit rises 15%
Varun Beverages shares fell 5% after the Pepsi bottler reported a 76-basis-point contraction in Q2 CY2026 EBITDA margin to 27.7%, weighed down by the consolidation of South…
martedì 28 luglio 2026·thehindubusinessline.com
Varun Beverages posts higher quarterly profit on healthy volumes

Varun Beverages shares fall 5% as Q2 margins shrink after Twizza acquisition in South Africa; net profit…

Varun Beverages posts higher quarterly profit on healthy volumes

Timeline cronologica

Varun Beverages shares fall 5% as Q2 margins shrink after Twizza acquisition in South Africa; net profit rises 15%

Varun Beverages posts higher quarterly profit on healthy volumes

Varun Beverages' international fizz outpaces India biz as overseas volumes surge 38%

Varun Beverages Q1 results: Net profit rises 15.1% to ₹1,525 crore