TATA CONSUMER PRODUCTS LIMITED has informed the Exchange about Investor Presentation
TATACONSUM · price
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Awaiting price reaction for this filing.
Tata Consumer Products reported strong Q2FY26 results with consolidated revenue rising 18% YoY to ₹4,966 Cr, driven by broad-based growth across India Beverages (+15%), India Foods (+19%), International (+15%), and Non-Branded (+28%) businesses. Consolidated EBITDA grew 7% to ₹675 Cr with margins at 13.6%, though margins contracted 130bps YoY. India business EBITDA surged 33% with 180bps margin expansion, but International EBITDA fell 17% (CC) with 400bps margin contraction and Non-Branded EBITDA dropped 26% (CC) with 1,100bps margin contraction due to reversal of fair value benefits. Group Net Profit rose 11% to ₹407 Cr. Growth businesses delivered 27% growth, with Tata Sampann up 40% and RTD volumes up 31%. The company remains net cash positive at ₹968 Cr.
Mixed results: strong India business momentum and improving margins are positive for the stock, but sharp margin contraction in International and Non-Branded segments may concern investors. Net cash position and 11% net profit growth provide stability, though the ₹112k Cr market cap already reflects strong execution expectations.