Shares of Varun Beverages Ltd (VBL) \u2014 the bottler for PepsiCo India \u2014 surged 8.5% on October 29 after the company reported a 19% year-on-year rise in net profit for the September quarter (Q3 CY2025), supported by strong international sales and lower finance costs.<\/p>\n
At 12:35 PM, VBL<\/a> shares were trading 8.5% higher at \u20b9493 apiece on the NSE, marking their biggest intraday gain in nearly a year. Over 17 million shares changed hands \u2014 nearly four times the 30-day average volume.<\/p>\n Varun Beverages reported a net profit of \u20b9745 crore, compared to \u20b9626 crore in the same quarter last year, reflecting a 19% increase. Revenue rose 2% year-on-year to \u20b94,897 crore during the quarter.<\/p>\n However, EBITDA margins saw a marginal decline of 53 basis points, falling to 23.4% from 24% a year earlier, while EBITDA remained broadly flat.<\/p>\n Also Read<\/strong>: Amazon Layoffs: 14,000 Employees Informed of Job Cuts via Text Messages<\/a><\/em><\/p>\n According to Chairman Ravi Jaipuria, consolidated sales volumes increased by 2.4%, supported by a 9% growth in international markets, even as domestic volumes were impacted by prolonged rainfall across India.<\/p>\n \u201cPerformance in international territories continued to be healthy, with South Africa delivering another quarter of strong growth,\u201d Jaipuria said, adding that the company sees \u201csignificant potential\u201d to expand further in the region.<\/p>\n<\/blockquote>\n The company\u2019s ongoing backward integration initiatives across key locations are also enhancing efficiency and operational resilience, he added.<\/p>\n Varun Beverages announced two key strategic developments aimed at diversifying its portfolio and expanding internationally:<\/p>\n Partnership with Carlsberg Breweries A\/S<\/strong><\/p>\n Certain African subsidiaries of VBL have entered into an exclusive distribution agreement with Carlsberg to test market beer in their territories under the Carlsberg brand.<\/p>\n<\/li>\n The company noted the rising popularity of Ready-to-Drink (RTD) beverages and alcoholic drinks, including beer, wine, and spirits, as part of its broader growth strategy.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n New Subsidiary in Kenya<\/strong><\/p>\n VBL announced the incorporation of a wholly-owned subsidiary in Kenya to manufacture, distribute, and sell beverages under the Varun Beverages brand.<\/p>\n<\/li>\n The expansion aligns with the company\u2019s long-term goal to strengthen its presence in key African growth markets.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n The announcement of strong quarterly results, coupled with new international partnerships, drove investor optimism, helping the stock recover from a three-day losing streak.<\/p>\n Analysts viewed the company\u2019s Africa expansion and diversification into alcoholic beverages as part of a larger strategy to build sustainable revenue streams beyond its existing PepsiCo portfolio.<\/p>\n Varun Beverages delivered a steady performance in Q3, with profit growth driven by international demand and cost efficiency. Despite muted domestic volumes, the company\u2019s strategic moves \u2014 including its Carlsberg tie-up and Kenya expansion \u2014 highlight its focus on diversification and long-term growth.<\/p>\n Click here to explore:<\/strong><\/em> Shares of Varun Beverages Ltd (VBL) \u2014 the bottler for PepsiCo India \u2014 surged 8.5% on October 29 after the company reported a 19% year-on-year rise in net profit for the September quarter (Q3 CY2025), supported by strong international sales and lower finance costs. At 12:35 PM, VBL shares were trading 8.5% higher at \u20b9493 […]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1384],"class_list":{"0":"post-16306","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1384,"user_id":7,"is_guest":0,"slug":"jitesh-kanwariya","display_name":"Jitesh Kanwariya","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/16306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=16306"}],"version-history":[{"count":1,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/16306\/revisions"}],"predecessor-version":[{"id":16308,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/16306\/revisions\/16308"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/16307"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=16306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=16306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=16306"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=16306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Q3 Financial Performance<\/h2>\n
The company attributed the growth to lower finance costs, higher other income, and favourable currency movements in international markets.<\/p>\nInternational Growth Drives Performance<\/h2>\n
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Strategic Expansion: Carlsberg Partnership & Kenya Subsidiary<\/h2>\n
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Market Reaction<\/h2>\n
Conclusion<\/h3>\n
\nFII DII Data<\/a>
\nIPO<\/a>
\nBSE Sensex<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"