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Tata Consumer Products
Tata Consumer Products (TATACONSUM) investor relations material
Tata Consumer Products Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 25/26 earnings summary8 May, 2026
Executive summary
Consolidated Q4 revenue grew 18% year-over-year, with India business UVG at 16% and full-year revenue surpassing INR 20,000 crore, up 15% year-over-year.
India tea volumes rose 4% in Q4, but revenue declined 1% due to price cuts; salt revenue grew 12% with strong volume gains.
Growth businesses exceeded INR 4,000 crore, growing 24% for the year and 33% in Q4.
International business delivered 11% constant currency growth in Q4, led by U.S. coffee; non-branded business up 41% in Q4.
Board recommended a dividend of Rs. 10 per share for FY26, subject to shareholder approval.
Financial highlights
Q4FY26 consolidated revenue: ₹5,434 Cr (+18% YoY); EBITDA: ₹796 Cr (+27% YoY, margin 14.6%).
FY26 consolidated revenue: ₹20,290 Cr (+15% YoY); EBITDA: ₹2,815 Cr (+12% YoY, margin 13.9%).
Group Net Profit for Q4FY26: ₹424 Cr (+22% YoY); FY26: ₹1,547 Cr (+20% YoY).
Adjusted EPS for FY26: ₹17.35 (+23% YoY); reported EPS at ₹15.59.
Net cash position at ₹2,978 Cr as of March 31, 2026.
Outlook and guidance
Management confident of delivering double-digit top-line growth and EBITDA ahead of top line.
Margin expansion of 50-75 bps expected for FY 2027, with seasonality impacting quarterly progression.
Continued focus on strengthening core brands, accelerating growth businesses, and driving innovation.
Strategic priorities include digital transformation, sustainability, and execution excellence.
The impact of new Indian Labour Codes is being monitored, with further adjustments to be made as rules are notified.
Impact of US tariffs and coffee costs on margins
Statutory impact of New Labour Codes on results
Fair value gains impact on Non-Branded margins
Why stop reporting Nielsen market share data?
Detail the 50-75 bps margin expansion strategy
Assess GTM impact on growth business performance
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Tata Consumer Products
- 15% revenue and 26% EBITDA growth, with strong India, US, and innovation-led gains.TATACONSUM
Q3 25/2614 Apr 2026 - 16% revenue and 23% EBITDA growth, but higher costs impacted net profit.TATACONSUMQ1 24/252 Feb 2026
- Q2 revenue up 13% YoY, margin pressure from tea costs, now debt-free and net cash positive.TATACONSUMQ2 24/2519 Jan 2026
- Revenue up 17% YoY, but net profit down 6% as tea and acquisition costs weighed on margins.TATACONSUMQ3 24/259 Jan 2026
- FY25 revenue up 16% with robust India Foods growth, margin pressure, and Rs 8.25 dividend.TATACONSUMQ4 24/252 Dec 2025
- Revenue up 10% and net profit up 15%, but margins declined on higher tea and volatile coffee prices.TATACONSUMQ1 25/266 Nov 2025
- Q2FY26 revenue up 18% YoY, net profit up 11%, driven by India and growth businesses.TATACONSUMQ2 25/263 Nov 2025
Next Tata Consumer Products earnings date
Q1 26/2722 Jul, 2026
Tata Consumer Products
Next Tata Consumer Products earnings date
Q1 26/2722 Jul, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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