Mohnish Pabrai’s views on VBL sound little scary, No doubt the serving of 700 per case is next to impossible by 2038 with the kind of Market share and competition Indian Market offers. But at the same time Valuation forecast of $19-25 billion in 2038 when it is already at $ 22 billion is not justified. Any how based on the chart he showed for country wise serving per person, the servings will increase from 95 existing with 7-10% growth. If China at 400 servings at $ 12,500 per capital we should be also at 200 servings at $ 7200 per capital by 2038, which should atleast the take the Market cap of VBL to 2-2.5x of current Mcap.
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