TATA CONSUMER PRODUCTS LIMITED has informed the Exchange about Investor Presentation
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Tata Consumer Products reported FY25 consolidated revenue of Rs 17,618 Cr, up 16% YoY (9% organic), with Q4FY25 revenue growing 17% to Rs 4,608 Cr. Full-year EBITDA grew 8% to Rs 2,502 Cr, but margin contracted 110 bps to 14.2%, primarily hit by tea cost inflation in India. Q4FY25 EBITDA fell 1% YoY to Rs 625 Cr with margins at 13.6%. India Foods surged 29% (+13% organic) led by salt, Sampann and Soulfull, while India Beverages grew 10%. Growth businesses (Capital Foods, Organic India, RTD, Soulfull) crossed Rs 3,200 Cr, now 28% of India business. The company has a net cash position of Rs 1,808 Cr, net working capital improved to 26 days (India business at -1 day), and declared a final dividend of Rs 8.25 per share.
Mixed near-term picture: top-line growth is strong across segments, but tea cost inflation is squeezing India margins, causing a 34% decline in Q4 net profit (before exceptional items) and 17% decline for FY25 (bei). Adjusted for tea inflation, margins would have expanded ~80 bps, suggesting the pressure is cost-driven and potentially transient. The strong growth in Foods, growth businesses, and International, plus net cash and improving working capital, support a stable outlook for shareholders.