VBLBSEVARUN BEVERAGES LIMITEDMediumNeutral
Announced Tue, 28 Jul · 12:18 IST

VBL Q2 CY26 Results: Revenue Up 20.4%, Volumes Up 19.8%

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansInvestor Communications View source PDF

VBL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
1-day move
₹463.95
prior close
₹456.25
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.9-2.1-2.4-2.9
Up moveDown movePending
AI summary

VBL Q2 CY26: revenue up 20.4% at Rs 84,512 mn, EBITDA up 17.2% at Rs 23,430 mn, PAT up 15.1%. Volumes rose 19.8% to 467 mn cases (India plus 14.4%, International plus 38.4%). Consolidated EBITDA margin fell 76 bps on Twizza, India margin up 38 bps. PepsiCo deal extended to 2049. New Asahi CALPIS partnership. Promoter group firm Devyani Kenya acquired for USD 32 mn. Interim dividend Rs 0.50 per share.

Likely market impact

Solid quarter with broad-based volume growth. PepsiCo deal extension and CALPIS partnership are positives. Consolidated margin dipped due to Twizza integration.