Varun Beverages shares: Morgan Stanley initiates coverage with an overweight call, sees 23% upside
Varun Beverages share price target: Global brokerage firm Morgan Stanley initiated coverage on Varun Beverages- (VBL), the leading bottler of beverage major PepsiCo with an overweight rating.
Varun Beverages share price target: Global brokerage firm Morgan Stanley initiated coverage on Varun Beverages (VBL), the leading bottler of beverage major PepsiCo with an overweight rating. The brokerage has set the target price at Rs 1,701, implying an upside potential of over 23 per cent from the previous close.
Over the next 3 years, the analysts at the brokerage expect Varun Beverages to deliver India business' revenue growth averaging 19 per cent annually with EBITDA margins steady at an average of 23.7 per cent, as per its report on the counter.
The stock looks better placed than peers, as it is trading at 57x C25 EPS estimates on the valuation front. With a solid track record of scaling domestic & global opportunities as well as strong profitability, VBL will continue to outpace F&B industry growth, according to Morgan Stanley.
Varun Beverages fits in well with the preference for mass discretionary names in 2024, the brokerage said in its report.
In addition, last week, Varun Beverages said it has started commercial production of soft drinks and energy drinks from its production facility at Gorakhpur, Uttar Pradesh. The Jaipuria family-promoted firm will also start juices and value-added dairy products from the Gorakhpur facility, Varun Beverages said in a regulatory filing. Read more
Varun Beverages share price history
Shares of Varun Beverages have rallied over 90 per cent in the last one year outperforming gain of over 25 per cent in the benchmark index Nifty 50.
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