Varun Beverages Stock: Profit Jabardast Badha, Par Stock Kahan Ja Raha Hai?

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AuthorVihaan Mehta|Published at:
Varun Beverages Stock: Profit Jabardast Badha, Par Stock Kahan Ja Raha Hai?
Overview

Arey yaar, Varun Beverages ne Q4 mein kamaal kar diya! Profit mein **32%** ka zabardast jump dikhaya hai, poora **₹260 crore** bana liya! Revenue bhi **13%** badh gaya aur sales volume bhi **10.2%** upar chala gaya.

Socho, Varun Beverages ka Q4 2025 ka result aaya hai aur bhai saab, Net Profit 32% zyaada, matlab ₹260 crore ka profit! Revenue bhi badhkar ₹4,334.7 crore ho gaya, yeh bhi 13% upar hai. Is quarter mein company ke finance costs bhi 57% tak gir gaye, jo ki ab ₹46.6 crore ho gaye hain.

Sales Volume Mein Bhi Bumper Growth

Company ne sirf profits hi nahi, balki sales volume mein bhi 10.2% ki growth dikhayi hai. Yeh growth domestic aur international dono markets se aa rahi hai, jo ki company ke liye bohot achhi baat hai.

South Africa Mein Badi Deal!

Isi success ke beech, Varun Beverages ne South Africa ki company Twizza ko ₹1,118.7 crore (yaani ZAR 2,095 million) mein kharidne ka plan bhi announce kiya hai. Yeh deal June 30, 2026 tak poori ho jayegi, jisse company ka international presence aur bhi badhega.

Toh Phir Stock Kyun Gira?

Itne acche results aur big acquisition hone ke baad bhi, Varun Beverages ka stock price pichhle ek mahine mein lagbhag 7% aur pichhle ek saal mein 23% gir gaya hai. Stock abhi ₹451.10 ke aas-paas trade ho raha hai. Company ka P/E ratio lagbhag 53.32x hai, jo FMCG industry ke average 48.3x se thoda zyada hai. Haalanki, EBITDA margin thoda kam hokar 14.7% ho gaya hai, jo pehle 15.2% tha.

Analysts Kya Keh Rahe Hain?

Lekin dukhi mat ho, 26 analysts ne is stock ko 'Strong Buy' bola hai aur sabka average target price ₹600.38 hai, matlab lagbhag 27% ka potential upside dikh raha hai. Company ne ₹0.50 ka final dividend bhi declare kiya hai. Dekhte hain yeh company aage kaise perform karti hai!

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