Tata Consumer Q1FY26 Results: Standalone Net Profit Surges 286% YoY to ₹714 Cr, Revenue Up 10%

Mumbai, July 23, 2025 — Tata Consumer Products Limited (NSE: TATACONSUM | BSE: 500800) reported a strong standalone performance for Q1FY26, with net profit rising sharply to ₹713.96 crore, a 286% year-on-year (YoY) increase from ₹185.03 crore in Q1FY25. Revenue from operations also grew 10% YoY to ₹3,529.05 crore, driven by robust momentum in both branded and non-branded segments.

Standalone Financial Highlights

In Q1FY26, the company reported a 10.2% YoY rise in revenue from operations to ₹3,529.05 crore, supported by steady growth across core segments. Total income grew 24.8% YoY and 18.9% QoQ to ₹4,006.60 crore, driven by a sharp surge in other income. This included ₹464 crore in dividend income from overseas subsidiaries, which lifted other income to ₹477.55 crore, up over 4,200% YoY.

Profit before tax jumped 184.2% YoY to ₹805.65 crore, while net profit rose 286% to ₹713.96 crore. Estimated EBITDA stood at ₹859.89 crore, marking a 148.2% YoY increase. EPS for the quarter came in at ₹7.22, reflecting improved operational performance and contribution from non-operating income.

Financial Ratios (Standalone)

The company ended Q1FY26 with a strong balance sheet, as the debt-equity ratio improved to 0.07 from 0.35 last year. Net worth rose to ₹16,916.88 crore. Interest coverage jumped to 50.30, indicating strong debt-servicing ability. Net profit margin expanded 1,445 bps to 20.23%, while operating margin narrowed 130 bps to 9.89%.

Consolidated Performance Snapshot

In Q1FY26, consolidated revenue rose 9.8% YoY to ₹4,778.91 crore. Group net profit increased 14.7% to ₹331.75 crore, while total comprehensive income surged 71% to ₹536.14 crore. International business reported 6% constant currency growth, and the India business grew 11%. Margins were impacted by input inflation and reduced profits in the non-branded segment due to reversal of earlier fair value gains on coffee prices.

Segment Revenue (Consolidated)

Branded India revenue grew 11% YoY to ₹3,125.70 crore, supported by steady domestic demand. Branded international revenue rose 9.4% to ₹1,145.20 crore. The non-branded business grew 7% to ₹535.76 crore, moderating due to commodity price normalisation.

Key Commentary

According to the company’s filing, the branded business saw margin pressure due to tea cost inflation, while the overall profitability surged on account of increased other income. The amalgamation of subsidiaries — NourishCo Beverages, Tata SmartFoodz, and Soulfull — has also contributed to improved efficiency and scale.

“Profit before tax rose to ₹806 crore, aided by a sharp rise in other income. Our India and international businesses continue to show resilience despite commodity headwinds,” said Sunil D’Souza, Managing Director and CEO

Company Overview

Tata Consumer Products Ltd, listed on NSE and BSE, is a leading FMCG player engaged in the branded tea, coffee, water, and foods business in India and overseas. The company also operates joint ventures such as Tata Starbucks and has a robust presence in both branded and plantation-based businesses globally.

REF:https://nsearchives.nseindia.com/corporate/Sukhvinder_23072025170941_1OutcomeUFRSigned.pdf

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