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Tata Consumer Products (TATACONSUM) investor relations material
Tata Consumer Products Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary3 Nov, 2025
Executive summary
Consolidated revenue grew 18% year-over-year in Q2FY26, with strong double-digit volume growth in India branded business and robust performance across core categories; India business up 18%.
Growth businesses contributed 27% to the portfolio, with Tata Sampann up 40% and RTD beverages rebounding with 31% volume and 25% value growth.
International business delivered 9% constant-currency growth, led by strong US performance; non-branded revenue rose 26% with normalized profitability.
25 new products launched in Q2, continuing a strong pace of innovation and maintaining A&P to sales at 7.4% in India.
Group consolidated net profit for the quarter was ₹407 crore, up 11% year-over-year, despite a one-time tax credit in the prior year.
Financial highlights
Q2FY26 consolidated revenue: ₹4,966 crore (+18% YoY); EBITDA: ₹675 crore (+7% YoY, margin 13.6%); Group Net Profit: ₹407 crore (+11% YoY); EPS for Q2FY26: 4.09 (+9% YoY).
Standalone Q2FY26 net profit: ₹285 crore (+28% YoY); standalone revenue: ₹3,595 crore (+18% YoY).
PBT before exceptional items: ₹523 crore (+23% YoY); cash reserves close to ₹1,000 crore; net cash position as of September 30, 2025: ₹968 crore.
H1FY26 consolidated revenue: ₹9,745 crore (+14% YoY); EBITDA: ₹1,291 crore (-1% YoY); Group Net Profit: ₹738 crore (+12% YoY).
Consolidated operating margin at 10.51%; net profit margin at 8.19% for the quarter.
Outlook and guidance
Expect mid-to-high single-digit revenue growth in tea, with gross margins maintained at 34%-36%.
Growth businesses expected to continue 30%+ growth, driven by low penetration and category expansion.
Margin recovery anticipated, targeting 15% EBITDA by Q4, barring volatility in U.S. coffee; international margins may take another quarter to normalize.
Continued focus on innovation, new product launches, and strengthening core businesses.
Outlook for International & Non-Branded margins?
Future M&A strategy and funding plans?
Impact of unreviewed subsidiary on audit scope?
Strategy for unmeasured channels and GT share
Confidence in international margin recovery timeline
Sustaining growth business momentum and TAM
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Next Tata Consumer Products earnings date
Q3 25/2629 Jan, 2026
Next Tata Consumer Products earnings date
Q3 25/2629 Jan, 2026
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Frequently asked questions
Tata Consumer Products Limited is an Indian consumer goods company engaged in the production and distribution of food and beverage products. Its portfolio includes tea, coffee, bottled water, packaged foods, and health-oriented products, marketed under several proprietary and joint venture brands. The company operates in domestic and international markets. Tata Consumer Products Limited is headquartered in Mumbai, India, and its shares are listed on the NSE.
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