Tata Consumer Products reported a mixed Q2 FY25 with consolidated revenue up 13% to INR 4,200 crore, but EBITDA margin contracted 30 bps to 14.9% due to sharp tea cost inflation...
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Tea input costs are up ~30% YoY, but competitive intensity has limited price increases, pressuring India branded margins. Management indicated they will not sacrifice market share for profitability.
high · management_commentaryRecord high coffee prices are causing demand stress in the non-branded solubles business, which could lead to lower profitability as inventory advantages fade.
medium · management_commentaryAnalyst raised concern about weak demand at Starbucks and across FMCG. Management acknowledged urban stress due to food inflation and delayed government spending, with same-store sales negative.
medium · analyst_questionTata Gluco+ lost competitiveness due to delayed price re-indexing versus peers and new entrants like Campa Cola, leading to a 30% premium to competitors. Corrective actions taken but recovery uncertain.
medium · analyst_question