TATACONSUMNSEMay 8, 2026

TATA CONSUMER PRODUCTS LIMITED

4,352words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
₹ 20.3
largest tea brand in UK & largest tea brand in Canada #1 natural mineral water brand in India ₹ 20.3k crore consolidated revenue in FY26 with a market cap of ~₹100k* Cr Reach of 290mn households i
₹100
l mineral water brand in India ₹ 20.3k crore consolidated revenue in FY26 with a market cap of ~₹100k* Cr Reach of 290mn households in India and distribute to 4.5mn retail outlets National brand
18%
companies in India 4,500+ employees worldwide# 4 Executive Summary ❑ Consolidated revenue grew 18% in Q4FY26, with the India business delivering 16% underlying volume growth (UVG). FY26 revenue incr
16%
4 Executive Summary ❑ Consolidated revenue grew 18% in Q4FY26, with the India business delivering 16% underlying volume growth (UVG). FY26 revenue increased 15% with an India business UVG of 13%. ❑
15%
FY26, with the India business delivering 16% underlying volume growth (UVG). FY26 revenue increased 15% with an India business UVG of 13%. ❑ India Tea volumes grew 4%, with revenue marginally declinin
13%
ring 16% underlying volume growth (UVG). FY26 revenue increased 15% with an India business UVG of 13%. ❑ India Tea volumes grew 4%, with revenue marginally declining as the benefit of lower input cost
4%
th (UVG). FY26 revenue increased 15% with an India business UVG of 13%. ❑ India Tea volumes grew 4%, with revenue marginally declining as the benefit of lower input costs was passed on to consumers.
6%
ginally declining as the benefit of lower input costs was passed on to consumers. FY26 revenue grew 6%. ❑ Salt delivered 12% revenue growth in Q4, rounding off a standout year with 14% growth. ❑ ‘Grow
12%
he benefit of lower input costs was passed on to consumers. FY26 revenue grew 6%. ❑ Salt delivered 12% revenue growth in Q4, rounding off a standout year with 14% growth. ❑ ‘Growth’ businesses crossed
14%
FY26 revenue grew 6%. ❑ Salt delivered 12% revenue growth in Q4, rounding off a standout year with 14% growth. ❑ ‘Growth’ businesses crossed the ₹4,000 crore revenue milestone for the year, growing 24%
₹4,000 crore
enue growth in Q4, rounding off a standout year with 14% growth. ❑ ‘Growth’ businesses crossed the ₹4,000 crore revenue milestone for the year, growing 24% in FY26. Q4FY26 growth was 33%. ➢ Tata Sampann recorde
24%
14% growth. ❑ ‘Growth’ businesses crossed the ₹4,000 crore revenue milestone for the year, growing 24% in FY26. Q4FY26 growth was 33%. ➢ Tata Sampann recorded strong momentum, growing 69% in Q4 and 46%
Guidance — 20 items
Notes
opening
7 7 Key Businesses Snapshot – FY26 India Beverages India Foods International Non-Branded Consolidated 6,467 8% 6,588 18% 4,885 16% 9% 2,387 25% 23% 20,290 15% 13% In ₹ Cr (unless specified) Revenue Revenue growth Constant currency growth Key Brands
Notes
opening
4.14 +48% 4.57 4.24 +22% 4.67 9 9 Summary of Group Performance – FY26 ₹ 20,290 Cr.
Notes
opening
India business salience, FY26* Pharmacy ~Rs.
Notes
opening
16 16 Drive Digital & Innovation Best-in-Class Innovation-to-Sales Ratio of 4.5% in FY 2026 Innovation Revenue New Product Launches 7x 80 47 34 2x 41 x 14 19 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 ➢ Innovation-led growth: Innovation revenue scaled 7× since FY21.
Notes
opening
➢ Sharper launch cadence: One launch every week in FY26, versus one launch per month in FY21.
Notes
opening
per share) 92% FY20 107% FY26 FY26^ FY25 FY24 FY23 FY22 FY21 10.00 8.25 7.75 8.45 6.05 4.05 * Adjusted for amortization expenses of Capital Foods and Organic India.
Notes
opening
• FY26: Volumes grew 3%, with revenue up 6% for the full year.
Notes
opening
• Tata Tea Gold delivered a 10% volume growth in FY26 while Regional brands also delivered a healthy momentum for the year.
Notes
opening
• Coffee revenues grew 20% in Q4 and 43% in FY26.
Notes
opening
2525 India Foods +21% Net Revenue +15% Volume Performance commentary • India Foods delivered strong growth, up 21% in Q4 and 18% in FY26, overtaking Beverages to become the largest business segment.
Risks & concerns — 2 flagged
512 625 +27% 796 ❑ International EBITDA declined 6% (CC) YoY; margin 220 bps lower, driven by gross margin pressure.
Notes
1,420 +29% 1,834 2,502 +12% 2,815 FY25 Growth FY26 FY25 Growth FY26 ❑ International EBITDA declined 10% (CC) YoY; margin contracted 280 bps driven by gross margin pressure.
Notes
Speaking time
Notes
2
Opening remarks
Notes
a) India Beverages includes Packaged Beverages, Ready-to-Drink (RTD), and Organic India revenues (including overseas revenue). b) India Foods Includes Salt, Tata Sampann, Tata Soulfull, and Capital Foods revenues (including overseas revenue). c) International includes International Tea and US Coffee businesses. d) Non-Branded includes solubles and plantations businesses. e) Consolidated revenue after Inter-segment eliminations. f) The classification of our businesses in the table above has been provided for historical context and differs from that disclosed in the segment information in our financial results. 7 7 Key Businesses Snapshot – FY26 India Beverages India Foods International Non-Branded Consolidated 6,467 8% 6,588 18% 4,885 16% 9% 2,387 25% 23% 20,290 15% 13% In ₹ Cr (unless specified) Revenue Revenue growth Constant currency growth Key Brands
Notes
a) India Beverages includes Packaged Beverages, Ready-to-Drink (RTD), and Organic India revenues (including overseas revenue). b) India Foods Includes Salt, Tata Sampann, Tata Soulfull, and Capital Foods revenues (including overseas revenue). c) International includes International Tea and US Coffee businesses. d) Non-Branded includes solubles and plantations businesses. e) Consolidated revenue after Inter-segment eliminations. f) The classification of our businesses in the table above has been provided for historical context and differs from that disclosed in the segment information in our financial results. 8 8 Summary of Group Performance – Q4FY26 ₹ 5,434 Cr. ₹ 796 Cr. ₹ 641 Cr. ₹ 415 Cr. ₹ 424 Cr. ₹ 2,978 Cr. Revenue EBITDA PBT (bei^) Group Net Profit (bei^) Group Net Profit Net Cash$ Growth (YoY) 18% Margin 27% 14.6% 32% 11.8% 48% 7.6% 22% 7.8% Margin expansion (YoY) +100bps +130bps +150bps +20bps EPS (Basic) EPS growth (YoY) Adjusted EPS* ^ before exceptional items. $ Cash and ca
← All transcriptsTATACONSUM stock page →