Varun Beverages购买南非Twizza的Twizza价格为1,119, 以提升南非的市场份额。
Varun Beverages to buy South Africa’s Twizza for ₹1,119 crore to boost its Southern Africa market share.
PepsiCo在美国境外最大的瓶子Varun Beverages已同意购买南非的Twizza 1,119桶, 目的是到2027年将其在这一地区的市场份额翻一番, 达到20%。
Varun Beverages, PepsiCo’s largest bottler outside the U.S., has agreed to acquire South Africa’s Twizza for ₹1,119 crore, aiming to double its market share in the region to 20% by 2027.
这项交易有待南非、博茨瓦纳和埃斯瓦蒂尼的监管批准,预计将于2026年6月结束。
The deal, pending regulatory approvals in South Africa, Botswana, and Eswatini, is expected to close by June 2026.
Twizza报告收入为16.9亿兰特,到2025年6月出售了7 100万个病例,带来了一个综合生产网络和成本效率。
Twizza, which reported R1.69 billion in revenue and sold 71 million cases by June 2025, brings an integrated production network and cost efficiencies.
这一收购支持了瓦伦在南部非洲的扩张,加强了其供应链,并让其在南非14%的能源饮用市场(比印度大)增长。
The acquisition supports Varun’s expansion in Southern Africa, strengthens its supply chain, and positions it to grow in South Africa’s 14% energy drink market—larger than India’s.
Emkay Research公司将其评级提升为 " 买 " ,并将目标价格提高到615。
Analysts project cost synergies and a pricing uplift, with Emkay Research upgrading its rating to ‘buy’ and raising its target price to ₹615.
股价自10月29日以来上升了7%, 将2025年至今的跌幅降至24%。
The stock has risen 7% since October 29, narrowing its 2025 year-to-date decline to 24%.