TATA CONSUMER PRODUCTS LIMITED — PPTs, 03-11-2025: Investor Presentation

Tata Consumer Products posted a strong Q2FY26, with consolidated revenue rising 18% to ₹4,966 Cr. India's branded business saw a robust 14% volume growth, driven by double-digit expansion in core tea and salt segments. 'Growth' businesses accelerated significantly, up 27%, with Tata Sampann achieving an impressive 40% growth. International operations maintained momentum, growing 9% at constant currency, primarily led by the USA market.

Strategic focus areas include strengthening core categories and accelerating 'growth' businesses, which now contribute 32% to India's revenue. The company is actively driving innovation, evidenced by 25 new product launches this quarter, and advancing its sustainability commitments.

Key financial highlights show consolidated EBITDA up 7% to ₹675 Cr, while India business EBITDA jumped 33% with margin expansion. Group Net Profit increased 11% to ₹407 Cr, and basic EPS grew 9% to ₹4.09. For the first half of FY26, consolidated revenue was ₹9,745 Cr (+14%) and net profit ₹738 Cr (+12%). While International and Non-branded segment margins faced pressure, India's packaged beverages saw margin recovery from favorable input costs.