V

Varun Beverages Limited

VBLNSE
Market snapshot · 2026-08-11 17:44 UTC

437.00

₹-8.50 (-1.91%)

MARKET CAP

₹1.48L Cr

STOCK P/E

43.6x

52W HIGH

₹555.80

52W LOW

₹381.00

BOOK VALUE

₹57.89

EPS

₹10.02

ROE

16.85%

SECTOR

Consumer Staples

DEBT/EQUITY

15.87

VOLUME

58.20L

P/B RATIO

7.55x

PEG RATIO

2.78

Sector

Consumer Staples

Themes

Soft DrinksGovernment of Singapore Portfolio
D
Dividend
E
Earnings
₹538.85₹501.14₹463.43₹425.72₹388.01VolumeEEDDEEDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Valuation Metrics

Trading 12.4% below historical median. Valuation is declining — currently in the strongly undervalued zone (z-score: -0.89). Confidence: 85%.

Live forward EPS implies next-12-month EPS of ₹11.68. Applying the stock's normalized valuation corridor produces a fair range of ₹532.61 to ₹660.15, with base value near ₹581.43 (+33.1% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹11.68

Forward P/E

37.4x

Base Fair Value

₹581.43

Fair Range

₹532.61 - ₹660.15

Upside To Base

+33.1%

Estimate Source

Live forward EPS

Growth Estimate

+15.7%

P/E
Strongly Undervalued

5Y Average

38.71

Current

43.61

Overvalued

56.52

Undervalued

45.60

EV/EBITDA
Fair

5Y Average

23.68

Current

26.68

Overvalued

31.73

Undervalued

14.79

P/S
Fair

5Y Average

5.44

Current

6.13

Overvalued

7.29

Undervalued

3.40

Peers & Comparison

Sector: Consumer Staples · Theme: Soft Drinks

Soft Drinks Peers1 peer
Avg P/E: 63.6x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
TATA CONSUMER PRODUCT LTD
TATACONSUMTea & Coffee
+11.9%7.8%
63.6x
Fair
0% vs avg
+5.9%
WHY THESE PEERS

VARUN BEVERAGES LIMITED trades at a discount (43.6x vs peer avg 63.6x), suggesting potential undervaluation relative to the Soft Drinks cohort. Peers include TATA CONSUMER PRODUCT LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹4.50K CrMar 2026

Latest net profit

₹788 CrMar 2026

Latest EPS

₹2.33Mar 2026

Net margin

21.6%Mar 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.0%7.0%14.0%21.0%28.0%0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr₹0₹1₹2₹3₹4
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr

Latest reported period: Mar 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
20212022202320242025-1.50K Cr0.00 Cr1.50K Cr3.00K Cr4.50K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales3,2224,6722,8921,8463,4465,8023,0872,0144,0535,3053,0642,1354,501
Expenses2,5503,3642,1851,5522,6254,0632,2861,6913,0423,6642,2771,8103,328
Operating Profit5361,1785791696811,5726441698451,461615140973
OPM %16.65%25.22%20.03%9.15%19.77%27.09%20.85%8.38%20.86%27.55%20.06%6.56%21.63%
Other Income18.5145.5231.0451.0832.6167.2510015459.890.0115021474.32
Interest56.5562.355.6966.5583.9610398.6463.897.83.697.9412.824.26
Depreciation136129128125139167157154165180172185199
Profit before tax4981,1625551546301,5366452598971,5487573421,043
Tax %25.19%25.28%25.06%24.6%25.52%25.11%23.69%19.13%24.43%25.04%23.68%23.88%24.49%
Net Profit3738684161164691,1504922096781,160577260788
EPS in Rs2.876.683.200.911.443.541.520.632.013.431.710.772.33

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters60.23%59.82%59.44%59.44%59.44%
FII22.98%21.86%21.93%20.31%19.51%
DII9.19%10.52%11.78%13.56%14.39%
Public5.81%6.28%5.42%5.19%5.22%
Others1.79%1.52%1.43%1.50%1.44%
Mar 2026
Promoters
FII
DII
Public
Others

Events Timeline

Concall Transcript - FY2027

Jul 28, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 22, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

May 26, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

May 11, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

May 04, 2026PDFKnowledge Base Open