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Motilal Oswal Report
Varun Beverages Ltd. is PepsiCo’s second-largest bottler outside the U.S. and handles over 80% of the cola giant’s India business.
While its link with PepsiCo provides it with long-term growth sustainability, robust distribution and supply-chain network should improve its market share in newly acquired territories and push volume growth.
The company is diversifying its product portfolio with the commencement of the new Tropicana plant in Pathankot. This should help reduce concentration risk and improve margin as realizations in non-carbonated beverages are 10% higher than in carbonated soft drinks.
Inorganic expansion in the Water segment and increasing share of the international business should help it diversify further.
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