CAMPA COLA
Coke, Pepsi roll out no-sugar and light variants at Rs 10 to take on Ambani's Campa
Coca-Cola and PepsiCo are introducing no-sugar drinks in smaller packs priced at ?10 to counter Reliance Consumer's Campa. With brands like Thums Up X Force, Coke Zero, Sprite Zero, and Pepsi No-Sugar, they aim to leverage the growing demand for healthier beverage options. This move targets rapid market expansion, especially in key regions like Andhra Pradesh.
Reliance Consumer brings Muralitharan’s Sun Crush to India, sparks juice war
Reliance Consumer Products has acquired the India rights for Sun Crush juice from Muralitharan's Ceylon Beverage International and commenced local production. Sun Crush will be sold at ?20 for 200 ml, competing with Dabur's Real, Paperboat, and Tropicana. The Indian beverages market is projected to reach ?1.47 trillion by 2030.
JM Financial sees 38% upside in Varun Beverages, says correction overdone, reaffirms Buy rating
JM Financial maintains a 'Buy' on Varun Beverages with a Rs 675 target, citing strong domestic and international growth drivers. Despite competition from Campa, PepsiCo, and Coca-Cola retain dominance. The company plans Rs 2,000 crore capex for expansion, including Africa.
Summer sales sizzle early: Soft drinks and ice creams see 25% YoY surge in March quarter
India experienced its hottest February in 125 years, resulting in a significant increase in sales of cooling products such as soft drinks, air-conditioners, coolers, and ice-creams, which saw a rise of 20-25%. Manufacturers and retailers are ramping up production and supply chains to meet early summer demand.
Wits, prices and margins: India's cola war is getting hot
Coca-Cola and PepsiCo are striving to maintain their market positions while expanding their reach in India as Reliance revives Campa Cola with aggressive pricing. The re-ignited cola wars include strategic distribution expansions and competitive advertising campaigns, poised for significant growth.
PepsiCo to double India revenue in 5 yrs, invest in capacity building in key market
PepsiCo plans to double its revenue in India over the next five years, considering the country a key anchor market. The company is making aggressive investments to expand its capacity, focusing on sustainable solutions and region-specific strategies to drive growth in the Indian market.
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Ready for bottling opportunity from Coca-Cola in foreign territories: Kandhari Global Beverages
Kandhari Global Beverages aims to double its turnover in 5-6 years and is prepared for more Coca-Cola bottling opportunities, including abroad. The company recently acquired Coca-Cola's bottling operations in North Gujarat and plans substantial investments in supply chain, sales execution, digitalisation, and sustainability.
Varun Beverages shares rally 2% as Jefferies adds stock to high conviction list
Shares of Varun Beverages rose due to Jefferies adding the stock to its high conviction list, driven by strong summer demand and attractive valuation. Despite recent competition concerns, Jefferies and CLSA maintain a positive outlook on the company's strong earnings and brand loyalty.
Stocks to buy today: Global brokerage firms see up to 50% upside in Varun Beverages & Polycab India
Jefferies, JPMorgan, and Morgan Stanley have expressed positive views on Varun Beverages, M&M Financial Services, and Polycab India, respectively, maintaining favorable ratings and increasing target prices.
What to buy in a falling market? CLSA upgrades Varun Beverages to high conviction outperform
Brokerages issued updated recommendations on Balkrishna Industries, Varun Beverages, and Aurobindo Pharma. Balkrishna sees market share expansion, Varun Beverages is upgraded despite underperformance, and Aurobindo's Kakinada plant moves closer to profitability with the Penicillin-G boost. Recommendations indicate potential upsides for each stock.
Varun Beverages shares rise over 2% as CLSA upgrades to 'High Conviction Outperform'
Varun Beverages share price: The stock's underperformance is attributed to several investor concerns, including growing competition from Campa Cola’s Rs 10 offering, potential challenges from Coca-Cola’s bottling arm restructuring, and increased capital expenditure guidance.
JioStar eyes strong ad revenue growth from IPL 2025 with multiple deals in place
JioStar targets 1 billion viewers for IPL 2025, planning to break previous ad sales records with multiple sponsors and expanded advertiser categories. The company conducted roadshows to attract SMBs and expects ad inventory to be nearly sold out before the season starts.
Coca-Cola to bring sports drink BodyArmorLyte to India, expects ThumsUp, Sprite to be $2 bn brands
Coca-Cola is set to introduce BodyArmorLyte, Honest Tea, and expand its Vitaminwater line in India this summer. The company anticipates ThumsUp and Sprite to potentially become $2 billion brands. Coca-Cola is focusing on scaling operations, enhancing cooling infrastructure, and managing inflation through strategic pricing to drive growth.
Reliance lets genie out of Cola can, prices set to fall across brands
Reliance's aggressive ?10 pricing for Campa Cola and new energy drinks is disrupting the beverages industry, causing competitors like Dabur, ITC, and Coca-Cola to introduce promotional offers and reduce prices. This price war, focusing on out-of-home consumption, may impact long-term profitability while expanding the market during the critical summer period.
Reliance Consumer Products sets up new Campa bottling plant in Guwahati
Reliance Consumer Products Ltd (RCPL) has expanded Campa’s presence in Northeast India by opening a new bottling plant in Guwahati. The facility, developed with local partner Jericho, is one of the largest in the region and aims to supply various beverages while generating local employment opportunities.
International Masters League ropes in nine sponsors, partners for inaugural edition
The International Masters League (IML) will begin with a match between India Masters and Sri Lanka Masters on February 22. The tournament, featuring key players from the 2011 ICC World Cup final, has secured notable sponsors and will be broadcasted live on JioHotstar and Colors Cineplex.
Reliance’s Campa taps noon Minutes for exclusive UAE e-commerce rollout
Reliance Consumer Products Limited's Campa has partnered with noon Minutes for quick-delivery of its beverages in the UAE, leveraging noon's rapid delivery infrastructure to expand Campa's reach. The partnership allows customers to receive orders in 15 minutes, marking RCPL's entry into the UAE market.
Ambani's Reliance Consumer Products debuts in UAE with Campa
Reliance Consumer Products Limited (RCPL) launched "Campa" in the UAE at the 30th edition of Gulfood, marking its first entry into the region. This follows RCPL's acquisition of Campa Cola in 2022 and its reintroduction to India in 2023. The UAE launch is in partnership with Agthia Group, a leading F&B company in the region.
RIL's Campa buys 'co-powered' sponsorship of IPL 2025
Reliance Consumer Products Ltd (RCPL) has acquired the 'co-powered' sponsorship slot for its Campa soft drink brand in the 2023 Indian Premier League, previously held by Coca-Cola's Thums Up. This fierce competition among cola brands is expected to ignite a nationwide market clash during the peak summer season.
Reliance's Campa secures Rs 200 crore IPL co-presenting rights, setting the stage for a cola showdown
Reliance Consumer Products' Campa secures a major IPL sponsorship deal worth nearly ?200 crore, positioning itself against Coca-Cola's Thums Up. The early summer has boosted interest in advertising, with RCPL promoting its brands Spinner and RasKik Gluco Energy during the T20 league. Combined ad revenue from IPL 2025 is expected to increase by 8-10%.
Mukesh Ambani: India's top businessman plays at the bottom
Mukesh Ambani's Reliance Consumer Products Ltd launched a Rs 10 sports drink, Spinner, in India, collaborating with former cricketer Muttiah Muralitharan. The strategy mirrors Reliance's low-price approach used with the Campa drink, challenging established brands like Gatorade and Powerade. Ambani targets the mass market, focusing on affordable pricing to capture rising consumer classes.
Reliance enters sports drinks market with 'Spinner' priced at Rs 10
Reliance Consumer Products Limited (RCPL) launched a new sports drink, Spinner, co-created with cricket legend Muttiah Muralitharan. Priced at ?10, Spinner aims to establish a $1 billion sports beverage category in India within three years, according to the company’s statement on X.
Reliance & HUL’s new googly set to stump another market in India
Reliance Consumer Products Ltd has partnered with former Sri Lankan cricketer Muttiah Muralitharan to launch Spinner sports drinks at Rs 10 for 150 ml, aiming to disrupt the market dominated by Gatorade and Powerade. Unilever is also entering the segment with Liquid IV, intensifying competition.
Reliance teams up with cricketer Muttiah Muralitharan to disrupt sports drinks market
Reliance Consumer Products Ltd has partnered with former cricketer Muttiah Muralitharan to launch a new sports drink called Spinner in India. Priced at Rs 10 for 150 ml, this disruptive pricing aims to capture the sports drink market, challenging existing brands like Gatorade and Powerade.
Competition in India challenges us to be at our best: Coca-Cola
Coca-Cola's global president, John Murphy, highlighted that increasing competition in the Indian beverage market, notably from Campa Cola, is driving them to stay relevant and adapt with new strategies. Campa Cola, acquired by Reliance and relaunched in 2023, has gained significant market share with aggressive pricing.
Campa, others doing good job, challenge us to be at best: Coca-Cola President & CFO
Coca-Cola's global president John Murphy praised local competitors like Campa for doing well in India's beverage market, noting the positive impact of competition. Murphy emphasized Coca-Cola's need to remain proactive and adaptable in a growing market driven by India's young population, rising consumption, and urbanization.
Reliance Consumer adds SIL foods to its plate, eyes bigger bite in FMCG market
Reliance Consumer Products has acquired Pune-based SIL, expanding its presence in the FMCG sector. SIL's product range includes jams, sauces, and baked beans. This acquisition adds to RCPL's portfolio alongside other brands like Ravalgaon and Campa soft drinks. The move aims to enhance SIL's market potential and increase competition against industry giants.
Reliance to take Campa overseas to add more zing to cola business
Reliance will introduce Campa Cola in the Middle East, starting with Bahrain and expanding to countries like Oman and Saudi Arabia. This strategy aims to compete with Coca-Cola and PepsiCo, who are currently hit by a boycott of American products. Reliance also plans to explore local partnerships for bottling Campa in the region.
Will old Campa Cola keep its fizz in a new world?
Campa Cola comes back when consumers are moving away from sugary drinks as more and more healthy beverages enter the market. It remains to be seen how a revived Campa Cola negotiates a world vastly different from the times when it ruled the Indian market.
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