Tata Consumer Products Ltd
NSE:TATACONSUM

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Tata Consumer Products Ltd Logo
Tata Consumer Products Ltd
NSE:TATACONSUM
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Price: 1 145 INR
Market Cap: 1.1T INR

Tata Consumer Products Ltd
Investor Relations

In the dynamic world of consumer goods, Tata Consumer Products Ltd. stands as a compelling story of transformation and growth, reflecting both the heritage and modernity of the storied Tata Group. Originally known as Tata Tea, the company expanded its horizons significantly in 2020 by merging with Tata Chemicals' consumer products business, thereby broadening its portfolio beyond beverages into the realm of foods and essentials. As a result, Tata Consumer Products has carved out a significant presence in the bustling food and beverage sector, offering iconic brands such as Tata Tea, Tetley, Tata Salt, and Tata Sampann, which grace the kitchens of millions of households not only in India but across the globe. By continuously evolving its product range to keep pace with changing consumer preferences, Tata Consumer Products captures both the essence of tradition with its established brands and the spirit of innovation through new product lines.

The company operates through an intricate network that caters to both domestic and international markets, leveraging its strong distribution channels and brand equity. Revenue streams primarily flow from its expansive beverage segment, including tea, coffee, and water, alongside its growing food division that encompasses grains, pulses, and spices. Tata Consumer Products has deftly employed strategic partnerships and acquisitions to amplify its reach and enhance its offerings, integrating sustainability and health trends into its business model as a response to the discerning demands of today's consumers. By focusing on both organic growth and strategic investments, the company ensures a steady expansion of its footprint, maintaining a balance between upholding the legacy of the Tata brand and embracing the future of consumer products.

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TATACONSUM
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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 3, 2025
AI Summary
Q2 2026

Strong Revenue Growth: Tata Consumer reported consolidated revenue growth of 18% for the quarter, with broad-based, double-digit growth across India beverages, foods, and international businesses.

Margin Recovery: EBITDA grew 7% year-on-year to a margin of 13.6%, showing sequential improvement and normalization in India, despite ongoing headwinds from coffee price volatility internationally.

Growth Businesses Accelerate: The company's newer growth businesses, including Sampann and RTD, performed well, delivering 27% growth and helping the company approach its goal of 30% of the portfolio growing at 30%.

Market Share Commentary: Salt market share remained flat while tea saw an 80 bps decline according to Nielsen, though management notes Nielsen underrepresents e-commerce and modern trade, which now make up 37% of sales.

Positive Outlook: Management reaffirmed guidance for mid- to high single-digit tea revenue growth, expects continued strong momentum in growth businesses, and targets stable India margins going forward. Margin improvement in international business will depend on how coffee prices and tariffs evolve.

RTD and Capital Foods: Ready-to-drink volumes grew 31%, and Capital Foods delivered growth despite GST disruption, with a strong pipeline of new products planned.

Cash and Profitability: Net profit margin was 8.2%, group net profit reached INR 400 crores, and cash position is close to INR 1,000 crores.

Key Financials
Revenue
INR 5,000 crores
EBITDA Margin
13.6%
Group Net Profit Margin
8.2%
Net Profit
INR 400 crores
Cash Position
INR 1,000 crores
India Branded Business UVG
14%
Growth Business Portfolio (contribution)
27% of sales
Sampann Sales Growth
40%
RTD Volume Growth
31%
RTD Net Revenue Growth
25%
India Beverages Revenue Growth
15%
India Foods Revenue Growth
19%
International Revenue Growth
15%
Non-branded Revenue Growth
28%
Salt Market Share
flat
Tea Market Share
down 80 bps
Ready-to-drink (RTD) Volume Growth
30%
Value-added Salts Growth
23%
Tata Copper+ Growth
36%
Organic India Revenue
INR 133 crores
Capital Foods Revenue
INR 223 crores
Capital Foods and Organic India Gross Margin
48%
Tata Starbucks Revenue Growth
8%
Tata Starbucks Store Count
nearing 500 stores in 80 cities
U.K. Revenue Growth
down 5%
U.S. Business Growth
21%
Canada Growth
7%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Sunil Alaric D'Souza
MD, CEO & Executive Director
No Bio Available
Mr. Ajit Sukumar Krishna Kumar
COO & Executive Director
No Bio Available
Mr. Sivakumar Sivasankaran
Senior VP & CFO of India
No Bio Available
Mr. Punit Gupta
President & Head of Sales for India
No Bio Available
Mr. Ashish Goenka
Group Chief Financial Officer
No Bio Available
Mr. S. K. Roychaudhuri
Chief Information Officer and Director of Application Support & Development - Asia Regions
No Bio Available
Ms. Nidhi Verma
Head of Investor Relations & Corporate Communication
No Bio Available
Mr. Rishi Gautam
Global General Counsel
No Bio Available
Ms. Delnaz Dara Harda
Company Secretary & Compliance Officer
No Bio Available
Mr. Tarun N P Varma
Global CHRO & Sustainability Officer
No Bio Available

Contacts

Address
MAHARASHTRA
Mumbai
11/13, Botawala Building, 1st Floor, Office #2 -6, Horniman Circle
Contacts
+912261218400.0
www.tataconsumer.com