TATA CONSUMER PRODUCTS LIMITED has informed the Exchange about Transcript
TATACONSUM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Tata Consumer Products reported strong Q4 FY26 results with consolidated revenue growing 18% and full-year revenue crossing INR20,000 crores (up 15%). India business delivered 16% UVG in Q4 with 13% for the full year. EBITDA grew 27% in Q4 with margin expanding 100 bps to 14.6%, while full-year EBITDA margin was 13.9%. Growth businesses crossed INR4,000 crores, growing 24% and contributing 31% of India business. Sampann posted exceptional 69% growth in Q4 reaching INR1,600 crores for the full year. Salt continued its strong performance with 12% revenue growth and 100 bps market share gain. International business delivered 11% constant currency growth in Q4. Starbucks posted third successive quarter of positive same-store sales growth at 5%. Management guided for 50-75 bps EBITDA margin expansion in FY27 versus FY26, which Sunil D'Souza stated is "a given" and "not an option." Working capital improved to 21 days from 26 days. Board recommended dividend of INR10 per share.
The strong Q4 performance with margin expansion and management's confident guidance on further margin improvement in FY27 is positive for shareholders. The growth businesses scaling to 31% of India business and Sampann's exceptional performance indicate successful portfolio diversification strategy.