Tata Consumer Products, maker of Tata Tea, Tata Salt and Tata Sampann, reported a 16 per cent year-on-year increase in consolidated net profit attributable to shareholders, from ₹404.46 crore to ₹469.30 crore in the July–September 2026 quarter. This was driven by growth in the packaged foods, premium salt and ready-to-drink beverages segments a despite sluggish tea demand and higher domestic input costs.
Consolidated revenue from operations increased from ₹4,965.90 crore to ₹5,661.13 crore, up 14 per cent, supported by 11 per cent underlying volume growth in the India-branded business. The performance highlights how newer food and beverage categories are increasingly supplementing the company’s traditional tea and salt operations.
The company’s India business revenue increased from ₹3,122.15 crore to ₹3,666.13 crore, up 17.4 per cent, as packaged foods, salt and beverages expanded. However, segment operating profit rose more slowly, from ₹358.76 crore to ₹408.54 crore, up 13.9 per cent, as margins narrowed from 11.5 per cent to 11.1 per cent due to inflation in key inputs.
“We delivered our second consecutive quarter of double-digit revenue growth in FY27, backed by strong underlying volume growth in India business,” said Managing Director and CEO Sunil D’Souza.
Tata Consumer’s standalone profit, meanwhile, fell from ₹285.19 crore to ₹242.81 crore, down 14.9 per cent, even as revenue rose from ₹3,595.22 crore to ₹4,207.50 crore, up 17 per cent. The divergence reflected ₹64.37 crore in exceptional charges, including a ₹57-crore fair-value loss on a financial instrument held in an associate, rather than a deterioration in underlying operating earnings.
Consolidated EBITDA increased from approximately ₹675 crore to ₹794 crore, up 18 per cent, lifting margins from 13.6 per cent to 14 per cent. Standalone profit before exceptional items and tax increased from ₹384.63 crore to ₹418.91 crore, up 8.9 per cent.
For the April-September 2026 period, consolidated profit attributable to shareholders increased from ₹738.61 crore to ₹896.28 crore, up 21.3 per cent, while revenue increased from ₹9,744.81 crore to ₹11,010.01 crore, up 13 per cent. Standalone profit declined 4.2 per cent, despite revenue growing 15.6 per cent.
The company’s investor presentation showed that growth businesses expanded 40 per cent to ₹1,438 crore, increasing its share in India business revenue from 32 per cent to 38 per cent. This suggests newer categories are contributing more to growth, reducing reliance on traditional tea.
Salt revenue increased 15 per cent, supported by 9 per cent volume growth, while premium salt volumes rose 17 per cent, reflecting stronger demand for higher-value products. Tea volumes, however, remained flat amid subdued consumption, with India tea and coffee revenue declining 1 per cent.
Tata Sampann revenue grew 57 per cent, while ready-to-drink beverages increased 47 per cent, supported by 34 per cent volume growth. Capital Foods and Organic India grew 15 per cent, while domestic sales rose 24 per cent, though overseas shipments were disrupted.
International revenue increased 7 per cent in reported terms but declined 2 per cent in constant currency, reflecting weak UK tea demand. Nevertheless, international segment operating profit rose from ₹147.76 crore to ₹182.10 crore, up 23.2 per cent, helping offset domestic margin pressure.
Tata Starbucks’ revenue grew 15 per cent, with seven net new outlets bringing its network to 505 stores across 81 cities, extending its presence despite a measured pace of expansion. “Our portfolio transformation continues to gain momentum,” D’Souza said.
Published on October 26, 2026
