VBL Varun Beverages Q4 FY25 results (Jan–Mar 2025) and concall
VBL delivered strong Q1 CY2025 with 30.1% volume growth (15.5% organic India + SA/DRC inorganic). India margins improved 111bps from operational efficiencies while consolidated margins were marginally lower due to lower-margin South Africa mix. Key categories Nimbooz (~100%) and value-added dairy (~80%) are growing rapidly. South Africa integration progressing well with margins improving from ~10% to 14.4% and PepsiCo brand share growing from 15% to 20%. Management maintains double-digit India growth guidance for CY2025.
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What they filed
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|
| Revenue | 4,805 | 3,689 | 5,567 |
| EBITDA | 1,151 | 579 | 1,263 |
| Net profit | 629 | 196 | 731 |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
