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Earnings Call Transcript

Tata Consumer Products Earnings Call Transcript: Key Takeaways

Tata Consumer Products shows strong double-digit revenue growth for FY26, driven by standalone expansion and stable consolidated margins despite macroeconomic headwinds.

Guidance and delivery
Management target Revenue 15.2% FY26
Highlights
Revenue growthConsolidated revenue up 15.2% YoY; Standalone up 14.8%.
MarginsConsolidated EBITDA margins stable at 10.8% YoY.
Demand visibilityStrong visibility indicated by 10-year growth trajectory.
Management confidenceConfident, highlighting consistent dividend payouts and employee growth.

Growth

FY26 consolidated revenue grew 15.2% YoY; EBITDA increased 12.5% with margins holding at 10.8%.

Outlook

Projected FY26 standalone revenue of 14,700 Cr and consolidated revenue of 20,290 Cr.

Risks

Consolidated net profit growth lags revenue; debt-to-equity ratio slightly increased to 0.12.

Last quarter's promises, checked

Delivered

  • Guided 15% Revenue Growth → delivered 15.2% (= BEAT)
  • Guided >20,000 Cr Revenue → delivered 20,290 Cr (= BEAT)

Partly delivered

  • Guided 30% Growth Business target → delivered 24% (= PARTIAL)

Missed

  • Guided 50-75 bps margin expansion → delivered 0 bps/stable (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: TATACONSUM. Summary written with AI assistance from the document.

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Tata Consumer Products Ltd: key numbers

Share price
₹983.20
Market cap
₹97,307 Cr
Revenue (annual)
₹20,290 Cr
Net profit (annual)
₹1,542 Cr
P/E (TTM)
59.5×Sector 29.0×
Promoter holding
33.83%+0.00% QoQ
FII holding
20.08%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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