TATA CONSUMER PRODUCTS LIMITED — PPTs, 23-07-2025: Investor Presentation

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**1. Financial Highlights:**

Consolidated revenue grew 10% to ₹4,779 Cr. Consolidated EBITDA fell 8% to ₹615 Cr (12.9% margin), impacted by higher tea costs and coffee price corrections. Group Net Profit rose 15% to ₹332 Cr. India's core tea and salt businesses saw strong double-digit growth.

**2. Strategic Initiatives & Growth Drivers:**

Tata Sampann achieved 27% growth. Despite "transitory issues" affecting Capital Foods and Organic India, the company prioritizes innovation and distribution. Omni-channel sales are rapidly expanding, with E-Commerce up 61% and Modern Trade up 21%.

**3. Business Developments:**

New products include Tetley Slim/Beauty Care Green Teas and eight new Ready-to-Drink offerings. Organic India forged a key partnership with Sachin Tendulkar to enhance brand trust and reach.

**4. Market Position & Competitive Advantage:**

The company holds leading positions as India's largest salt and second-largest tea brand, reaching over 275 million households. Its US coffee business, Eight O’Clock, continues to gain market share.

**5. Investor Implications:**

Strong revenue growth indicates positive potential. However, margin pressure from commodity volatility and initial challenges in newer acquisitions present execution risks for investors to closely monitor.