Varun beverages fast growth duopoly business

[ChaitanyaC]

There was one and it was closed.

Varun Beveregas - PepsiCo Bottler - A consistent compounder?

This is my first topic that I have created on VP and would like to get opinions on Varun Beverages Pvt Ltd, the franchisee bottler for Pepsico in India with a market cap of 17,000 cr Some positives:- Low per capita consumption at 44 bottles in India in 2016-17 against 1,496 bottles in USA and 537 bottles in Brazil offer a huge growth opportunity. Further, grossly untapped rural areas and rising in-home consumption (~40 per cent of total market consumption) offers opportunity for category grow…