Poging GOUD - Vrij
How VBL is fighting competition
Mint Hyderabad
|May 02, 2025
Sweet and sour
Varun Beverages Ltd (VBL) has chosen to fight the war of reach instead of pricing in India's soft drinks market. The PepsiCo bottler clocked a 30% year-on-year consolidated volume growth in the March quarter (Q1CY25), led by 15.5% organic growth in India and a deepening presence in South Africa and Zimbabwe.
"Strong double-digit volume growth in India with margin expansion should allay investor concerns around Reliance's Campa, a key positive in Q1," analysts at Jefferies India said in a report on 30 April, referring to Reliance's disruptive pricing.
"Although Q2CY25 is quite important from a seasonality perspective." India Ebitda margin rose 11 basis points (bps) to 24.9% due to operational efficiencies, aided by volume growth. Its consolidated revenue increased 29% in Q1CY25, encouraging it to guide for a double-digit growth for CY25. This despite rivals splurging on campaigns in the Indian Premier League and sweetening trade margins.
Dit verhaal komt uit de May 02, 2025-editie van Mint Hyderabad.
Abonneer u op Magzter GOLD voor toegang tot duizenden zorgvuldig samengestelde premiumverhalen en meer dan 9000 tijdschriften en kranten.
Bent u al abonnee? Aanmelden
MEER VERHALEN VAN Mint Hyderabad
Mint Hyderabad
Dalmia Bharat’s capacity drive promising, but risks remain
Dalmia Bharat Ltd's focus on capacity expansion could help it regain lost ground.
1 mins
October 24, 2025
Mint Hyderabad
Farm insurance: Time for climate-linked bulk payouts
India's agriculture sector employs nearly half of its population and accounts for about 18% of the country's gross domestic product (GDP).
3 mins
October 24, 2025
Mint Hyderabad
HUL bets on price cuts for sales after GST disruption
Wait for lower prices dampens sales; HUL expects volumes to rise from November
1 mins
October 24, 2025
Mint Hyderabad
Kenya on a budget: Three friends—and a dream safari
Exploring wildlife, secret beaches from Masai Mara to Diani Coast without breaking the bank
4 mins
October 24, 2025
Mint Hyderabad
SMALL STAYS, BIG MARGINS: INSIDE MMT'S PIVOT
MakeMyTrip is leaning on 'constructive paranoia' to counter rivals and the threat of direct booking
7 mins
October 24, 2025
Mint Hyderabad
India plans strict rules for gene therapy
India plans to bring the new generation of medical treatments involving gene and stem cell therapies under strict governmental control as the market for such treatments grows.
1 mins
October 24, 2025
Mint Hyderabad
Auto firms want clean energy to fuel 50% of cars sold by '30
It will require them to increase contribution of clean vehicles ten-fold over the next 5 years
3 mins
October 24, 2025
Mint Hyderabad
India stares at $2.7 bn hit as US sanctions Russian oil cos
Sanctions on Rosneft, Lukoil are likely to force Indian refiners to buy oil from other sources
2 mins
October 24, 2025
Mint Hyderabad
Companies Act changes soon
take a view on it,\" said the person.
1 mins
October 24, 2025
Mint Hyderabad
'My gold and silver are for my children'
Known for his contrarian view and focus on commodities like gold and silver, veteran investor Jim Rogers is cautious and a bit worried.
3 mins
October 24, 2025
Listen
Translate
Change font size

