The March quarter told a steady, disciplined growth story for Varun Beverages. Despite weather disruptions during peak summer months, the company delivered higher profits, stronger revenues, and healthy volume growth—showing how execution on the ground continued to support performance.
Here’s a clean, simple breakdown of the Varun Beverages Q4 results, without noise or jargon.
Market Performance: A Solid Quarter Despite Challenges
Varun Beverages closed Q4 CY2025 on a strong footing.
Net profit for the quarter surged 33% year-on-year to ₹260 crore, underlining improved operating strength and higher sales volumes.
Revenue from operations also moved up steadily, reflecting consistent demand across markets.
- Revenue from operations: ₹4,204 crore
- Year-on-year growth: 14%
- Q4 CY2024 comparison: ₹3,688.79 crore
Even with weather-related disruptions in India during peak consumption months, the overall performance remained resilient.
Main News: Profit and Volume Growth Drive the Quarter
Profitability was backed by volume-led growth across both domestic and international markets.
EBITDA Performance
Operating performance stayed firm during the quarter.
- EBITDA: ₹639.26 crore
- YoY growth: 10.2%
- Q4 last year: ₹580 crore
Sales Volumes
Volumes were one of the key positives in the Varun Beverages Q4 results.
- Consolidated volumes: 23.71 crore cases
- Growth: 10.2% YoY
- Q4 CY2024 volumes: 21.51 crore cases
Growth was broad-based:
- India volumes: up 10.5%
- International volumes: up 10.0%
This balanced expansion highlights stable demand across geographies.
Full-Year Snapshot: CY2025 at a Glance
For the full calendar year, profitability remained on an upward path, supported mainly by higher volumes.
- Profit after tax (PAT): ₹3,062 crore
- CY2024 PAT: ₹2,634.28 crore
- YoY growth: 16.2%
The company stated that steady execution across markets helped offset weather disruptions during the year.
Dividend Update: ₹0.50 Final Dividend Announced
Along with the Varun Beverages Q4 results, the company announced a final dividend.
- Final dividend: ₹0.50 per equity share
- Face value: ₹2 per share
- Approval: Subject to shareholder approval at the upcoming AGM
The dividend was approved by the Board in its meeting held on 3 February 2026, as disclosed in the exchange filing.
Company Developments During CY2025
Several strategic moves were completed during the year to strengthen international presence and operations.
South Africa Expansion
- Acquired 100% stake in Twizza (Pty) Limited
- Share purchase agreement signed on 21 December 2025
- Executed through subsidiary The Beverages Company Proprietary Limited
New Wholly-Owned Subsidiary in Kenya
- Incorporated to support:
- Manufacturing
- Distribution
- Selling of beverages
African Market Distribution Tie-Up
- Entered an exclusive distribution agreement with Carlsberg Breweries A/S
- Objective: test-market Carlsberg beer in select African territories
Sri Lanka Investment
- Acquired 50% equity stake in Everest Industrial Lanka (Private) Limited
- Business focus:
- Manufacturing of commercial visi-coolers
- Distribution and related accessories
Summary: What Varun Beverages Q4 Results Indicate?
The Varun Beverages Q4 results reflect a quarter built on execution rather than one-off gains.
- Profit growth was supported by higher volumes
- Revenue rose steadily despite weather disruptions
- Growth remained balanced across India and international markets
- Strategic expansions continued across Africa and South Asia
- A ₹0.50 final dividend added to shareholder payouts
Overall, the quarter reinforced Varun Beverages’ ability to scale volumes, protect margins, and expand geographically—while staying operationally disciplined.
This performance-driven story, backed by numbers, defines the takeaway from the latest results.
Source: Livemint
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