Q2 FY27 sales up 14%, management reiterates margin expansion

Management guided margin improvementInvestor Communications View source PDF Explain this filing

TATACONSUM · price

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

Price reactionminutes from the announcement price · days from the prior close

+0.5%Reaction day

₹1020.40

prior close

₹1028.45

announcement price

After-mkt

timing

Nifty 100market+0.3%+0.2% vs market

Tea & Coffee peers, median of 16sector-1.9%+2.4% vs sector

On the reaction day the stock moved 0.2 pts more than Nifty 100 and 2.4 pts more than its Tea & Coffee peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.2

10m

-1.0

15m

-1.1

30m

-1.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+0.5+0.3+0.2-1.9+2.4

Next day

+0.8+2.0-1.2-2.0+2.8

+4.6+3.5+1.0+0.6+3.9

+4.4+4.4+0.1-0.3+4.8

+5.4+6.7-1.3+1.6+3.8

+6.5pendingpending+2.0+4.4

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15d

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UpDownMarket · Nifty 100Sector · Tea & Coffee peers, median of 16Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue rose 14% and operating profit 18%. Operating margin increased 40 basis points to 14%; net profit was INR470 crore, up 16%, and adjusted earnings per share was INR5.18. Growth businesses rose 40%, salt revenue 15% and ready-to-drink revenue 47%, while tea revenue fell 1% on flat volume. Management reiterated full-year margin expansion of 50-70 basis points, citing price increases and stronger overseas margins.

Likely market impact

Positive for shareholders: strong sales and margin gains support earnings, though tea and salt cost inflation and weak tea demand remain risks.