TATA CONSUMER PRODUCTS LIMITED — Investor Meet, 28-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Consumer Products delivered robust Q1 FY27 results, with consolidated revenue growing 12% to ₹5,349 Cr. EBITDA was up 19%, expanding margins by 70 bps to 13.6%. Net profit rose 29% to ₹427 Cr, with Adjusted EPS at ₹4.67.

India business showed strong momentum, with growth businesses (Sampann, RTD, Capital Foods, Organic India) surging 47% and now representing 36% of India revenue. India Tea volumes grew 2% and Salt revenue increased 7%. International business reported 16% growth, while Starbucks revenue climbed 11%. Management expresses confidence in achieving 30% growth for new businesses and expects 50-70 bps full-year margin expansion, driven by favorable category mix and operating leverage. The company plans calibrated price adjustments in tea due to 7-10% inflation.