Tata Consumer Products Ltd.Landmark Quarter at ₹5,000 Cr

Tata Consumer Products delivered a landmark Q3 FY26, crossing ₹5,000 crores in quarterly revenue with 15% year-on-year growth.

The India branded business posted impressive 15% underlying volume growth, while growth businesses achieved the strategic milestone of contributing 30% to India revenue, growing 29% and surpassing ₹1,000 crores quarterly. Consolidated EBITDA expanded significantly to ₹728 crores, up 26% year-on-year, with margins improving 120 basis points to 14.2%, demonstrating strong operating leverage. Net profit before exceptionals surged 34% to ₹399 crores.

Management highlighted the near-complete go-to-market transformation, now 82% implemented nationwide with full rollout by early February, having transitioned 270 distributors and added 160 new ones. Tata Sampann continued its stellar run with 45% all-volume-driven growth. The company targets exiting Q4 at 14.5-15% EBITDA margins, with long-term aspirations of 17%+ for the foods business. Management expressed high confidence in sustaining growth momentum through distribution expansion, innovation pipeline delivering 4.8% of sales, and portfolio mix optimization.