TATACONSUMBSETata Consumer Products LtdMediumNeutral
Announced Fri, 8 May · 17:17 IST

Investor''s Presentation for Q4 FY 2026 is enclosed.

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

TATACONSUM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.4%1-day move
₹1176.60
prior close
₹1202.20
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AI summary

Tata Consumer Products delivered strong Q4 FY26 results with consolidated revenue of ₹5,434 Cr, up 18% YoY, and EBITDA of ₹796 Cr, up 27% with 100 bps margin expansion to 14.6%. For FY26 full year, revenue reached ₹20,290 Cr (up 15%) and EBITDA stood at ₹2,815 Cr (up 12%). The India business achieved 16% underlying volume growth in Q4, with 'Growth' businesses crossing the ₹4,000 Cr revenue milestone, growing 24% for the year. Key performers included Tata Sampann (69% Q4 growth), RTD beverages (23% Q4 growth), and International business (11% constant currency growth). Working capital improved to 21 days from 26 days. A dividend of ₹10 per share was recommended.

Likely market impact

The company demonstrated robust execution with strong margin expansion in India operations (470 bps in Q4) and improved cash conversion. The growth businesses scaling past ₹4,000 Cr signals successful portfolio diversification beyond core tea and salt categories.