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Tata Consumer Products Q2 FY27 Share Price & Earnings Call Analysis

₹1,025.90+0.48% today
Market cap
₹1.02L Cr
P/E
61.59
ROE
7.35%
PEG
4.91
Price to sales
4.86
Debt to equity
0.13
52W high / low
₹1,271 / ₹936
Sales growth (5Y)
11.83%
EBITDA margin
13.95%
Net profit margin
7.59%
Promoter holding
33.83%
Sales (last year)
₹20,860 Cr

Guidance scorecard · Q2 FY27 call

What Tata Consumer Products Ltd's management guided
and where it ranks in Agricultural Food & other Products

#12of 20 in
Agricultural Food & other Products
Revenue10–20%MarginsUp 0–2%CapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • The company targets sustained double-digit sales growth, with some quarters in mid-teens and others in low double digits.
  • Growth businesses like Sampann and RTD have long runways; Sampann targets 30%+ growth, and Capital Foods aims for 25-30% growth going forward.
  • Tata Salt aims for mid-to-high single-digit growth (5-7%), aspiring to cross a 40% market share soon.
  • Tea business expects mid-single digit volume growth to continue, especially after price increases and overcoming gas-related issues.
  • Starbucks anticipates close to high single-digit top-line growth, driven by mid-single-digit same-store sales growth and new store openings.

2 more points from Tata Consumer Products Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Up 0–2%

See what Tata Consumer Products Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Tata Consumer Products is evaluating the need to invest in own manufacturing capacity for growth segments, particularly where scale and geographic spread justify it.
  • For Organic India, most infusions and supplements are made in-house but some categories remain outsourced.
  • Capital Foods primarily has in-house production with some third-party manufacturing; RTD uses dedicated co-packers.
  • Sampann relies largely on outsourcing but the company is assessing consolidation opportunities.
  • Manufacturing capexes in these categories are generally not very heavy, allowing flexibility.

2 more points from Tata Consumer Products Ltd's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what Tata Consumer Products Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Ask what Tata Consumer Products Ltd said on the order book →

Full Q1 FY27 analysis
Full Agricultural Food & other Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Agricultural Food & other Products
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Tata Consumer Products Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Agricultural Food & other Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 0–2%₹911 Cr14.0
240%+Up 0–2%₹129 Cr7.0
340%+Flat₹23 Cr9.5
420–40%Up 2%+₹219 Cr15.0
520–40%Up 2%+₹190 Cr17.9
620–40%Up 0–2%₹2,595 Cr33.0

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Pro shows every company guiding 40%+ revenue growth →Full Agricultural Food & other Products ranking

Financials of Tata Consumer Products Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Tata Consumer Products Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +34.42%33.55%33.55%33.84%33.84%33.84%33.84%33.84%33.84%33.83%33.83%33.83%
FIIs +25.62%25.46%24.12%24.35%23.23%21.54%21.96%22.06%21.18%20.79%20.08%19.76%
DIIs +17.06%17.39%18.69%18.73%19.47%21.96%22.02%22.20%23.46%24.18%24.99%25.34%
Government +0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.02%0.01%
Public +22.90%23.58%23.62%23.06%23.43%22.66%22.15%21.89%21.48%21.16%21.06%21.06%
No. of Shareholders7,48,3758,87,3359,12,6908,91,2719,63,4759,20,9608,75,7848,54,7668,24,1628,04,6987,90,6837,92,334

Financials of Tata Consumer Products Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +3,7343,8043,9274,3524,2144,4444,6084,7794,9665,1125,4345,3495,661
Expenses +3,1973,2323,2973,6853,5883,8793,9874,1724,2944,3914,6414,6254,878
Operating Profit537572630667626565621607672721792724783
OPM %14%15%16%15%15%13%13%13%14%14%15%14%14%
Other Income +75-32-177221945102413810557231
Interest28334394995840343332383926
Depreciation9486116148149150153149153159165165164
Profit before tax491422294448397402530465523540644592625
Tax %27%25%9%30%10%25%23%26%24%25%24%25%25%
Net Profit +364302212289367282349332407385424427470
EPS in Rs3.512.892.192.933.682.823.493.384.093.894.244.314.74

Financials of Tata Consumer Products Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +7,9936,6376,7806,8157,2529,63711,60212,42513,78315,20617,61820,29021,556
Expenses +7,2016,2715,9885,9766,4668,34510,05810,70711,92712,92215,13917,49918,535
Operating Profit7923667918397861,2921,5441,7191,8562,2842,4792,7923,020
OPM %10%6%12%12%11%13%13%14%13%15%14%14%14%
Other Income +-77388873124-1639188328-81188145169
Interest8211792435278697387130290137135
Depreciation133117126116123242255278304377601627653
Profit before tax5001706627537358091,3111,4561,7941,6961,7772,1732,401
Tax %43%118%30%25%36%34%24%26%25%23%22%25%
Net Profit +273-374555564574609301,0151,3201,2151,2871,5471,706
EPS in Rs3.86-0.085.947.566.234.808.959.7812.4811.6312.9215.5917.18
Dividend Payout %6%-2,572%38%30%39%54%44%60%65%64%64%64%

Financials of Tata Consumer Products Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital62636363639292929395999999
Reserves5,4316,1846,2026,9687,26913,72314,44215,05016,18415,96219,90221,68922,003
Borrowings +1,3241,3547871,0681,1411,5861,6341,4121,6003,4772,3932,8202,504
Other Liabilities +2,6412,2942,4992,3622,4083,0724,0504,5214,8868,3459,4379,6729,091
Total Liabilities9,4589,8959,55110,46110,88118,47320,21821,07522,76227,87931,83134,27933,698
Fixed Assets +4,9224,6624,5734,7984,91311,65612,02312,59913,07019,35821,47722,01921,956
CWIP47396313542495113247295190218481631
Investments6221,3661,4511,1611,1881,3238067971,4338719691,4431,364
Other Assets +3,8673,8283,4654,3664,3555,3997,2767,4317,9657,4619,16710,3369,746
Total Assets9,4589,8959,55110,46110,88118,47320,21821,07522,76227,87931,83134,27933,698

Financials of Tata Consumer Products Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +4181167413562101,0821,6561,5161,4611,9372,0572,422
Cash from Investing Activity +-207145145-3153-622-346-1,317-834-1,911-2,303-1,311
Cash from Financing Activity +-392-282-816-30-224-308-426-995-714256453-1,075
Net Cash Flow-182-217029439152884-796-8728120635
Free Cash Flow239-306096-479311,4771,2701,3211,6261,6432,016
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit74%96%120%78%48%94%114%102%100%102%102%107%

Financials of Tata Consumer Products Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days283332353435242521221821
Inventory Days176164168143146115132132144140152125
Days Payable82688570616495111125136148138
Cash Conversion Cycle1221281141081208761454025228
Working Capital Days586455597247183422-350-10
ROCE %9%4%9%9%8%9%8%9%9%11%9%9%

Guidance history

How Tata Consumer Products Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%Up 0–2%Planned——
Q4 FY26 call →10–20%FlatPlanned——
Q3 FY26 call →10–20%FlatPlanned——
Q2 FY26 call →10–20%Up 0–2%Planned—Flat

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

46out of 100

Momentum score · price trend

46 out of 100 — Steady

Over the past year its share price has moved roughly in the middle of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−12.8%47%
Last 6 months−10.4%38%
Last 3 months−5.3%57%
How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Tata Consumer Products Ltd: 0.4 × 47 + 0.4 × 38 + 0.2 × 57 = 46.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 30 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Tata Consumer Products Ltd's management said in earlier quarters

Others in Agricultural Food & other Products this season

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