Tata Consumer Products Ltd (TATACONSUM)
Enclosed.
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- Consolidated revenue grew 12% with India business up 13% UVG; growth businesses surged 47% y-y
- India tea volumes up 2%, revenue down 4% due to price pass-through of lower tea costs
- Salt revenue grew 7% with volume growth and price hike in June
- International business grew 3% constant currency; US up 7% constant currency
- EBITDA grew 19%, margin expanded 70 bps to 13.6%; net profit up 29% to INR427 Cr
- Innovation launched 14 new products; growth businesses now 36% of India revenue
- Guidance: growth businesses to sustain 25-30% growth; overall double-digit revenue growth expected
- Tea inflation seen at 7-10%; pricing to be adjusted to maintain margins
- Starbucks revenue up 11%, mid-single digit same-store sales growth expected
- Margin expansion of 50-70 bps guided for FY27 despite inflation and A&P spend
- Water business growing strongly; capacity expansion underway to meet demand
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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