Tata Consumer Q2 FY26 Results

Revenue increases by 18% and PAT increases by 11%

₹ 1,199
+2.88% increased today
03 Nov 2:26 p.m.

Financial Performance Overview

Mumbai, India, November 3, 2025: Tata Consumer Products Limited, a focused consumer products company uniting the principal food and beverage interests of the Tata Group, announced its consolidated financial results for the second quarter, ending September 30, 2025, of the fiscal year 2025-2026.

📊 Key Financial Highlights (Q2 FY26)

Revenue from Operations
₹4,966 Cr
+18% YoY
EBITDA
₹675 Cr
+7% YoY
Net Profit (PAT)
₹407 Cr
+11% YoY
EBITDA Margin
13.6%
PAT Margin
8.2%
Annual Turnover
₹17,618 Cr

📈 Business Segment Performance (YoY Growth)

Business Segment Revenue Growth Key Highlights Performance
India Beverages 12% Coffee grew 56%, RTD grew 25% Strong
India Foods 19% Value-added salts grew 23% Strong
Tata Sampann 40% Continued strong growth momentum Excellent
International Business 9% (CC) Strong coffee performance in USA Good
Growth Businesses 27% Overall robust performance Excellent

Management Commentary

💬 CEO Statement - Sunil D'Souza

"We delivered a strong topline growth of 18% in Q2 FY26, with steady net profit growth.

This was the 2nd consecutive quarter of double-digit growth in the India core business across both tea and salt. Tata Sampann continued its growth momentum and launched several new products during the quarter. The RTD business recorded robust growth despite unfavourable weather conditions. Despite the short-term challenges posed by the GST transition, Capital Foods and Organic India recorded steady growth on a combined basis and strengthened their portfolio with innovative launches.

We continued to accelerate innovation with 25 new launches during the quarter across categories, catering to evolving consumer needs in Health & Wellness, Convenience and Premiumization.

The International business delivered another strong quarter driven by strong performance in the USA.

Tata Starbucks continued to expand its store footprint across metros and smaller cities, including new store formats. Its total store count is 492 stores across 80 cities.

We remain focused on building for the future with growth, innovation and consumer trust at the heart of everything we do."

Business Highlights & Innovations

🚀 Key Q2 FY26 Business Updates

  • India Beverages: Packaged beverages revenue grew 12%, Coffee business grew 56%, RTD business delivered 25% revenue growth
  • Tata Tea Agni: Launched category-first Energy tea with added caffeine in select markets
  • India Foods: Revenue grew 19%, Value-added salt portfolio grew 23%
  • Tata Sampann: Grew 40%, launched gravy masala mixes and range of unpolished millets
  • Capital Foods: Launched Chings Chilli Oil, Korean Ramen and Korean Kimchi noodles
  • Innovation: 25 new launches during the quarter across categories
  • International Business: Grew 9% in constant currency, Eight O'Clock coffee gained market share in USA
  • Tata Starbucks: Added 7 net new stores, total stores now 492 across 80 cities
  • Stock Performance & Key Metrics

    💹 Tata Consumer Stock Analysis

    Market Cap
    ₹1,18,602 Cr
    Current Price
    ₹1,199
    52W High / Low
    ₹1,201 / ₹883
    Stock P/E
    89.0
    Book Value
    ₹202
    Dividend Yield
    0.70%
    ROCE
    9.16%
    ROE
    7.01%
    Face Value
    ₹1.00
    EPS
    ₹13.8
    Debt to Equity
    0.12
    Total Debt
    ₹2,393 Cr
    Industry PE
    25.3
    No. of Shares
    99.0 Cr
    CMP / FCF
    77.5
    Free Cash Flow
    ₹1,643 Cr
    7Yrs PE
    71.1
    Intrinsic Value
    ₹230
    Market Cap to Sales
    6.31
    PEG Ratio
    9.49

    About Tata Consumer Products

    🏢 Company Overview

    Tata Consumer Products Limited is a focused consumer products company uniting the principal food and beverage interests of the Tata Group under one umbrella. The Company's portfolio of products includes tea, coffee, water, RTD, salt, pulses, spices, ready-to-cook and ready-to-eat offerings, breakfast cereals, snacks and mini meals.

    🎯 Key Brand Portfolio

  • Beverages: Tata Tea, Tetley, Organic India, Eight O'Clock Coffee, Tata Coffee Grand, Himalayan Natural Mineral Water, Tata Copper+, Tata Gluco+
  • Foods: Tata Salt, Tata Sampann, Tata Soulfull, Ching's Secret, Smith & Jones
  • Reach: Over 275 million households in India
  • Consolidated Turnover: ₹17,618 Crores annually
  • Operations: India and International markets
  • Overall Performance Assessment: Tata Consumer delivered strong performance in Q2 FY26 with 18% revenue growth and 11% PAT growth. The company demonstrated robust growth across all business segments with particular strength in India Foods (19% growth) and Tata Sampann (40% growth). Continued innovation with 25 new product launches and strategic expansion through Tata Starbucks positions the company well for sustained growth. The stock trades at premium valuations reflecting market confidence in the company's growth trajectory.

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    Disclaimer

    This article is for educational purposes only and does not constitute investment advice. The financial data and analysis mentioned are based on company filings and market observations. Always verify current information from official sources before investing. Stock market investments carry risks including liquidity risk, volatility, and capital loss risk. Always do your own research and consider consulting with a qualified financial advisor before making investment decisions. Past performance is not indicative of future results.