TATA CONSUMER PRODUCTS LIMITED — PPTs, 23-04-2025: Investor Presentation

**Financial Highlights:** Q4FY25 saw consolidated revenue grow by 17% to ₹4,608 crore, with a marginal decline in EBITDA at ₹625 crore. For FY25, revenue reached ₹17,618 crore, up 16%, with EBITDA growing 8% to ₹2,502 crore. The EBITDA margin for the year was 14.2%.

**Strategic Initiatives and Growth Drivers:** The India Beverages segment grew 17%, while India Foods surged by 27% in Q4, reflecting strong consumer demand. The company launched 41 new products this year, enhancing its innovation-to-sales ratio significantly from previous years.

**Business Developments:** The 'growth' business segment crossed ₹3,200 crore in FY25, indicating robust expansion strategies. The integration of Capital Foods and Organic India is set to strengthen their market position further.

**Market Position and Competitive Advantage:** Tata Consumer maintains its leadership in the Indian salt market and is the second largest tea brand in India. Their diverse portfolio includes premium products across multiple categories, boosting their competitive advantage in the FMCG sector.

**Investor Implications:** The company's solid revenue growth, coupled with effective cost management and a focus on innovation, presents a positive outlook. Investors should watch the potential impacts of rising input costs on margins while recognizing strong long-term growth prospects driven by strategic initiatives.