Varun Beverages shares surged on Tuesday, extending gains to a third straight session on Dalal Street. The stock of Varun Beverages – which bottles PepsiCo drinks – jumped by as much as Rs 84.2 or 6.9 per cent to Rs 1,305 apiece on BSE, as the Street continued to cheer the company's strong set of earnings.

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The stock of New Delhi-based Varun Beverages has rewarded investors with multibagger returns in the recent past. In the last one year, a period in which the Sensex headline index has risen about five per cent, Varun Beverages shares have more than doubled.

Varun Beverages Q3 results

This week, the beverage bottler company reported a multifold jump in net profit to Rs 74.7 crore for the quarter ended December 2022 aided by sustained demand for packaged beverages, from Rs 16.4 crore for the year-ago period.

The company’s revenue grew almost 28 per cent on a year-on-year basis to Rs 2,214 crore.

Varun Beverages' margins — a key measure of profitability for businesses — expanded by 190 basis points to 13.9 per cent compared with the year-ago period.

Image Source: Jefferies

What brokerages recommend on Varun Beverages shares

Varun Beverages is available at an attractive valuation with a price-to-earnings multiple of 40 times its estimated earnings for 2023.

Jefferies has a ‘buy’ rating on Varun Beverages with a target of Rs 1,540 apiece, implying upside potential of 25 per cent from its closing price on Monday.

Image Source: Jefferies

The success of Varun Beverages' energy drink, Sting, and share gain in underpenetrated markets aided its stellar earnings, according to Kotak Institutional Equities.

The company will continue its growth trajectory led by the continued success of Sting, significant capacity expansion, the pan-India rollout of its new products, distribution expansion and share gains in underpenetrated markets, according to Jaykumar Doshi of Kotak Institutional Equities.

The brokerage has upgraded the stock to 'buy' from 'add' with a target price of Rs 1,500 per share.