What was Tata Consumer Products's revenue in Q4 FY26?

Tata Consumer Products reported revenue of ₹5,400 Cr in Q4 FY26, a +18% change year-over-year.

Did Tata Consumer Products management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Tata Consumer Products Q4 FY26 Research Workspace: Revenue ₹5,400 Cr (+18%)

Q: What guidance did Tata Consumer Products management give?

50-75 bps EBITDA margin expansion in FY27: Management reiterated 50-75 bps margin expansion for FY27, driven by operating leverage and benign commodity costs.

Revenue ₹5,400 Cr +18%

EBITDA — +27%

PAT ₹424 Cr +22%

EBITDA Margin 14.6% +100bps

Duration 57 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Tata Consumer Products delivered a strong Q4 FY26 with consolidated revenue growing 18% YoY to ₹5,400 crore, driven by broad-based volume-led growth. India business grew 16%, with salt volumes surging and Sampann accelerating 69%. EBITDA margin expanded 100 bps to 14.6%, aided by benign tea costs and operating leverage. Management guided for 50-75 bps margin expansion in FY27, supported by A&P spend normalization (7.5-8.5% of sales) and pricing power. Growth businesses (NourishCo, Sampann, etc.) now contribute 31% of India revenue and are expected to sustain ~30% growth. Key risk: potential broad-based inflation from fuel price increases could pressure margins if not passed through via pricing.

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Research workspace

Focused Modules

!Risks 4 risks

Risk Intelligence

Broad-based fuel price inflation

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Quarter Snapshot

India Beverages Volume Growth 4%

+4% YoY

India packaged beverages volume grew 4% in Q4, with tea revenue down 1% due to price cuts.

Sampann Revenue ₹1,600 Cr

+69% YoY

Sampann full-year revenue reached ₹1,600 crore, driven by broad-based growth across pulses, poha, and vermicelli.

E-commerce + Quick Commerce Contribution 19%

+62% YoY

E-com plus quick commerce grew 62% and now contributes 19% of India business revenue.

Starbucks Same-Store Sales Growth 5%

+5% YoY

Third consecutive quarter of positive same-store sales growth; total Starbucks revenue grew 7%.

Fast read

Guidance and risk preview

Top guidance 50-75 bps EBITDA margin expansion in FY27

Management reiterated 50-75 bps margin expansion for FY27, driven by operating leverage and benign commodity costs.

Top risk Broad-based fuel price inflation

If fuel prices rise broadly, it could lead to cost inflation across the industry, potentially pressuring margins if pricing actions are not taken.