TATACONSUMNSETATA CONSUMER PRODUCTS LIMITED· Agricultural Food & other ProductsHighNeutral
Announced Mon, 3 Nov, 2025 · 12:57 IST

TATA CONSUMER PRODUCTS LIMITED has informed the Exchange regarding a press release dated November 03, 2025, titled "TATA CONSUMER PRODUCTS LIMITED has informed the Exchange regarding a press release dated November 3, 2025, titled "Results for the quarter and half year ended September 30, 2025".".

Ebitda Margin CompressionResults View source PDFExplain this filing

TATACONSUM · price

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Price reactionminutes from the announcement price · days from the prior close
+2.8%Reaction day
₹1163.00
prior close
₹1176.10
announcement price
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Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.3%+2.5% vs market
Tea & Coffee peers, median of 18sector-0.1%+2.9% vs sector

On the reaction day the stock moved 2.5 pts more than Nifty 100 and 2.9 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.

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AI summary

Tata Consumer Products reported consolidated revenue of Rs 4,966 crores for Q2 FY26, up 18% year-on-year, driven by strong growth across India Packaged Beverages, Foods, and International businesses. Group net profit rose 11% to Rs 407 crores, while consolidated EBITDA grew 7% to Rs 675 crores. India Foods business grew 19%, with Tata Sampann up 40% and value-added salts up 23%; the RTD segment delivered 25% growth and coffee surged 56%. The company rolled out 25 new product launches and added 7 net new Tata Starbucks stores, taking the total to 492 across 80 cities. International business grew 9% in constant currency, supported by strong US coffee performance and Tetley's leadership in Canada.

Likely market impact

The strong 18% topline growth and broad-based segment performance are positive for sentiment, but EBITDA growing only 7% against 18% revenue growth points to notable margin compression, likely from input costs and the GST transition. Investors will likely view the quarter as solid on growth but cautious on near-term profitability.