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TATA CONSUMER PRODUCTS LIMITED Q2 FY26 earnings call summary

NSE: TATACONSUM · BSE: 500800

Earnings call of 3 Nov 2025, summarised by AI from the filing.

Tata Consumer Q2 FY26 revenue up 18% to close to ₹5,000 cr, EBITDA margin 13.6%, targeting 15% by Q4 FY26.

Key takeaways

  1. Revenue Close to ₹5,000 cr, up 18%; India branded UVG 14%.
  2. Guidance Consolidated EBITDA margin to reach 15% by Q4 FY26.
  3. Change Tea margins recovered to normative 34-36% range.
  4. Driver Growth businesses grew 27%, led by Sampann up 40%.
  5. Risk Coffee price volatility pressures U.S. and non-branded margins.

Original filing on BSE

TATA CONSUMER PRODUCTS LIMITED Q1 FY27 results

As filed: Revenue ₹5,349 cr (+12% year on year), EBITDA ₹724 cr (+19% year on year), PAT ₹427 cr (+29% year on year), EBITDA margin 13.5% (+84 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹5,434 cr (+18% year on year), EBITDA ₹792 cr (+28% year on year), PAT ₹424 cr (+22% year on year), EBITDA margin 14.6% (+111 bps). Score 68 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 111 bps year on year. Share price after the results: −3.9% in 28 days (Nifty 500: −2.8%).
  • Q3 FY26: Revenue ₹5,112 cr (+15% year on year), EBITDA ₹721 cr (+28% year on year), PAT ₹385 cr (+36% year on year), EBITDA margin 14.1% (+141 bps). Score 64 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 141 bps year on year. Consolidated profit +36% but standalone -44%. Profit fell 6% from last quarter. Share price after the results: +4.8% in 30 days (Nifty 500: +3.3%).
  • Q2 FY26: Revenue ₹4,966 cr (+18% year on year), EBITDA ₹671 cr (+7% year on year), PAT ₹407 cr (+11% year on year), EBITDA margin 13.5% (−134 bps). Score 57 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin fell 134 bps year on year. Revenue rose ₹752 cr on a year ago, more than the ₹480 cr it added the year before. Share price after the results: −2.1% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹4,779 cr (+10% year on year), EBITDA ₹607 cr (−9% year on year), PAT ₹332 cr (+15% year on year), EBITDA margin 12.7% (−265 bps). Score 34 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA growth was well below it; profit growth was above it. EBITDA margin fell 265 bps year on year. Profit fell 5% from last quarter. Revenue rose ₹427 cr on a year ago, against ₹611 cr the year before. Share price after the results: +2.0% in 30 days (Nifty 500: −1.9%).
  • Q4 FY25: Revenue ₹4,608 cr (+17% year on year), EBITDA ₹621 cr (−2% year on year), PAT ₹349 cr (+65% year on year), EBITDA margin 13.5% (−259 bps). Score 56 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well below it; profit growth was well above it. EBITDA margin fell 259 bps year on year. Share price after the results: −0.8% in 30 days (Nifty 500: +2.4%).
  • Q3 FY25: Revenue ₹4,444 cr (+17% year on year), EBITDA ₹564 cr (−2% year on year), PAT ₹282 cr (−7% year on year), EBITDA margin 12.7% (−237 bps). Score 33 of 100, Below trend. Revenue growth was well above the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 237 bps year on year. Consolidated profit -7% but standalone +103%. Profit fell 23% from last quarter.
  • Q2 FY25: Revenue ₹4,214 cr (+13% year on year), EBITDA ₹626 cr (+16% year on year), PAT ₹367 cr (+1% year on year), EBITDA margin 14.9% (+45 bps). Score 46 of 100, In line with trend. EBITDA margin rose 45 bps year on year. Tax rate 10%. Not enough history for a trend yet: scored on growth alone. Revenue fell 3% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

TATA CONSUMER PRODUCTS LIMITED earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.