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Tata Consumer Q3FY26 Revenue Up 15% to ₹5,112 Cr; Net Profit Surges 36% YoY
Tata Consumer Products reported a strong Q3FY26 with consolidated revenue growing 15% YoY to ₹5,112 crore, driven by robust performance in India Foods and International segments. EBITDA margins expanded by 120 bps to 14.2%, resulting in a 36% jump in Group Net Profit to ₹385 crore. The 'Growth' businesses, including Tata Sampann and RTD, crossed the ₹1,000 crore quarterly revenue milestone with a 29% YoY increase. While the salt business saw 15% volume growth, the tea segment remained modest with 3% growth amid stable input costs.
Key Highlights
Consolidated EBITDA grew 26% YoY to ₹728 crore with margins expanding 120 bps to 14.2%
India Foods segment revenue rose 19% YoY, led by a 45% surge in Tata Sampann sales
Salt business delivered 14% revenue growth on the back of 15% volume growth
International business revenue grew 18% YoY, supported by strong US Coffee performance
Ready-to-Drink (RTD) portfolio maintained momentum with 26% revenue and 27% volume growth
💼 Action for Investors
Investors should focus on the successful scaling of 'Growth' businesses and margin expansion as the company diversifies beyond tea. The stock remains a strong play on the Indian FMCG premiumization and distribution expansion story.
Tata Consumer Q3 Net Profit Jumps 36% to Rs 385 Cr; Revenue Up 15% on Strong Volumes
Tata Consumer Products reported a strong Q3 FY26 with a 36% YoY increase in net profit to Rs 385 crores and a 15% rise in revenue to Rs 5,112 crores. The performance was driven by 15% volume growth in the India Branded business and a robust 29% growth in its emerging 'Growth' businesses. EBITDA margins improved significantly, growing 26% YoY to Rs 728 crores, aided by lower input costs in the tea segment. The company also reached a major milestone with Tata Starbucks crossing the 500-store mark during the quarter.
Key Highlights
Revenue from operations grew 15% YoY to Rs 5,112 Crores with 15% India Branded volume growth.
Consolidated EBITDA rose 26% to Rs 728 Crores, while Group Net Profit surged 36% to Rs 385 Crores.
Tata Sampann recorded 45% growth, and the Ready-to-Drink (RTD) segment grew 26%.
India Coffee business revenue increased by 40%, and Salt revenue grew 14% with strong volumes.
Tata Starbucks reached a milestone of 504 stores across 81 cities after adding 12 new stores.
💼 Action for Investors
Investors should view this as a strong performance indicating successful premiumization and expansion into high-growth categories like RTD and Sampann. The stock remains a solid long-term play in the FMCG sector given the margin expansion and volume-led growth.
Tata Consumer Explores Sale of Property and Stake in Subsidiary TRIL Constructions Limited
Tata Consumer Products Limited (TCPL) has announced that its Board is exploring the potential sale of property held by its subsidiary, TRIL Constructions Limited (TRILC). The proposal also includes the possibility of selling TCPL's entire shareholding in TRILC to monetize assets. Currently, the process is in an exploratory stage, and no definitive agreements have been signed as of January 27, 2026. This move aligns with a strategy to potentially streamline the portfolio and unlock value from non-core assets.
Key Highlights
Board discussed potential sale of property held by subsidiary TRIL Constructions Limited
Proposal includes the potential sale of the Company's entire shareholding in TRILC
No definitive agreement has been executed as of the announcement date January 27, 2026
The proposal is currently exploratory in nature with further disclosures expected upon finalization
💼 Action for Investors
Investors should monitor future updates regarding the valuation and execution of this sale, as it could result in a one-time cash infusion. This divestment may signal a focus on core FMCG operations by exiting construction-related holdings.
Tata Consumer Q3 Standalone Revenue Up 15% to ₹3,684 Cr; Operating Margins Expand to 11.5%
Tata Consumer Products reported a robust 15% YoY growth in standalone revenue for Q3 FY26, reaching ₹3,684 crore, driven by strong performance in both branded and non-branded segments. Although standalone net profit decreased to ₹320.6 crore from ₹569.8 crore YoY, this was primarily due to a high base effect from a ₹390 crore dividend received from subsidiaries in the previous year's quarter. Operating efficiency improved significantly, with margins rising to 11.52% from 8.49% YoY, supported by tapering tea cost inflation. The company maintains a very healthy balance sheet with a debt-equity ratio of 0.05.
Key Highlights
Standalone Revenue from operations grew 15% YoY to ₹3,684.02 crore for the quarter ended December 31, 2025.
Operating margins improved to 11.52% from 8.49% YoY, reflecting better cost management and lower tea inflation.
Standalone Net Profit of ₹320.64 crore was impacted by the absence of a ₹390 crore one-time dividend income present in the base year.
Exceptional items for the quarter included a ₹35 crore profit from non-core asset sales, offset by a ₹17 crore provision for new labour codes.
Interest Service Coverage Ratio remains strong at 21.05, indicating high financial stability.
💼 Action for Investors
Investors should look past the optical decline in net profit, which was caused by a one-time dividend in the previous year, and focus on the strong 15% revenue growth and expanding operating margins. The company's core business performance remains healthy, making it a solid long-term FMCG pick.
Tata Consumer Q3 Standalone Revenue Up 15% to ₹3,684 Cr; Operating Margins Improve to 11.5%
Tata Consumer Products reported a 15% YoY growth in standalone revenue for Q3 FY26, reaching ₹3,684 crore, driven by strong performance in both branded and non-branded segments. While standalone net profit fell to ₹321 crore from ₹570 crore YoY, this was primarily due to a high base effect from a ₹390 crore dividend received from subsidiaries in the previous year. Operating margins showed healthy improvement, rising to 11.52% from 8.49% YoY, aided by lower tea cost inflation. The company also accounted for a ₹17 crore impact from new labor codes, offset by a ₹35 crore gain from selling non-core assets.
Key Highlights
Standalone Revenue from Operations grew 15% YoY to ₹3,684.02 crore.
Operating Margin improved significantly to 11.52% compared to 8.49% in the same quarter last year.
Standalone Net Profit stood at ₹320.64 crore, impacted by the absence of a one-time ₹390 crore subsidiary dividend seen in Q3 FY25.
Exceptional gain of ₹18.43 crore recorded, including a ₹35 crore profit from non-core asset sales.
Debt-Equity ratio remains very low at 0.05, indicating a strong balance sheet.
💼 Action for Investors
Investors should look past the YoY profit decline, which is purely due to accounting base effects, and focus on the robust 15% revenue growth and margin expansion. The stock remains a solid play in the FMCG sector with improving efficiency in the tea business.