TATA CONSUMER PRODUCTS LIMITED — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Consumer Products delivered robust Q4 financial results, with consolidated revenue up 18% and full-year revenue exceeding ₹20,000 Cr. Q4 EBITDA grew 27%, expanding margins to 14.6%. Growth businesses, including Sampann (₹1,600 Cr FY), powered Q4 with 33% growth.

Management is optimistic for FY27, targeting double-digit top-line growth and a 50-75 bps EBITDA margin expansion. Strategic priorities include innovation (Health & Wellness, Convenience, Premiumization), new go-to-market execution, and aggressive expansion in e-commerce and quick-commerce channels. The outlook remains confident for sustained growth, supported by benign tea prices and normalizing coffee costs.