Tata Consumer Products Ltd (TATACONSUM)
Enclosed.
AI summary
- Q2 FY27 revenue grew 14%, India business UVG 11%, Salt volume +9%, revenue +15%
- Growth businesses up 40%, Sampann +57%, RTD volume +34%, revenue +47%
- International revenue +7% (constant currency -2%), strong margin delivery
- Consolidated EBITDA +18%, margin expanded 40 bps to 14%, net profit +16%
- AI deployed in sales and operations for efficiency and cost savings
- 22 new product launches in Q2, total 36 in H1, focus on health, wellness, premium
- Tea volumes flat, pricing increases of 8-10% taken; Salt price increased twice in FY27
- Starbucks revenue +15%, 5th consecutive quarter of same-store sales growth
- Margin expansion guided for FY27 despite inflationary pressures; price hikes to offset costs
- Growth businesses expected to sustain 30%+ growth over next 2-3 years
Source: Original filing PDF
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🚨 TATACONSUM — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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