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Tata Consumer Products (TATACONSUM) investor relations material
Tata Consumer Products Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved 15% year-over-year revenue growth in Q3 FY26, surpassing INR 5,000 crore in quarterly revenue for the first time, with strong growth in both Branded and Non-Branded segments.
India branded business posted 15% underlying volume growth; India tea up 3% as price reductions were passed to consumers; salt revenue rose 14% on 15% volume growth.
Growth businesses now contribute 30% of India business, growing at 29% and exceeding INR 1,000 crore in quarterly revenue; Tata Sampann up 45%, RTD up 26%.
International business delivered 11% constant currency revenue growth, led by US coffee.
Consolidated EBITDA grew 26% year-over-year, with margin expansion of 120 bps to 14.2%.
Financial highlights
Q3 revenue: INR 5,112 crore, up 15% year-over-year; EBITDA: INR 728 crore, margin at 14.2%, up 120 bps year-over-year.
Group consolidated net profit for the quarter was INR 385 crore, up 36% year-over-year.
Profit before tax: INR 563 crore, up 38% year-over-year.
YTD revenue: nearly INR 15,000 crore, up 14%; group net profit before exceptionals up 17% to INR 1,137 crore.
EPS (basic) for Q3FY26: 4.04 (+41% YoY); for 9MFY26: 11.50 (+16% YoY).
Outlook and guidance
Maintains mid- to high single-digit growth guidance for tea and salt businesses.
Growth businesses expected to sustain 30% growth rate in the near term.
EBITDA margin target of 14.5%-15% for Q4, with a long-term goal of 17%+ for the foods business.
Margin expansion in India is expected to continue, aided by lower tea cost inflation, though international margins may be pressured by coffee cost inflation and higher brand investments.
Innovation pipeline remains strong with 15 new product launches in the quarter.
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