Tata Consumer Products Q3FY26 Earnings Results: Revenue Up 15%, Profit Jumps 36% on Strong India Demand

Tata Consumer Products reported a strong performance for the quarter ended December 31, 2025. Consolidated revenue from operations rose 15% year-on-year to ₹5,112 crore. EBITDA increased 26% to ₹728 crore, while group net profit surged 36% to ₹385 crore, supported by healthy volumes and improving margins.

Strong Growth in the India Business

The India Branded business delivered underlying volume growth of 15%. The salt business recorded its fourth straight quarter of double-digit growth, while the India tea business continued to grow with margins returning to normal levels as lower input costs were passed on to consumers.

Beverages Business Performance

India’s packaged beverages business grew 3% during the quarter. Coffee remained a key growth driver, with revenue jumping 40%. The Ready-to-Drink (RTD) segment delivered its second consecutive quarter of double-digit growth, rising 26%. Tetley entered the RTD tea segment with new launches such as Tetley Green Tea Slimcare and Tetley Fruit Tea.

Foods Business Maintains Momentum

India Foods business revenue grew 19% year-on-year. Salt revenue rose 14% on strong volumes. Tata Sampann continued its strong run, growing 45% during the quarter, driven by new product launches and innovations. The company also launched Tata Himalayan Rock Salt Crystal to expand its presence in the fast-growing rock salt category.

Innovation Drives Growth

Innovation remained a key focus, with 15 new product launches during the quarter across health and wellness, convenience, and premium segments. Capital Foods strengthened its premium portfolio with new launches, including Ching’s Premium Soy Sauces and Premium Stir Fry Sauces.

International Business Update

The international business recorded an 11% revenue growth in constant currency terms, led by strong coffee sales in the US. Eight O’Clock Coffee continued to gain market share, while in Canada, Tetley emerged as the fastest-growing brand in the specialty tea segment, according to Nielsen IQ.

Tata Starbucks Expansion

Tata Starbucks crossed the milestone of 500 stores during the quarter. The company added 12 net new stores, taking the total count to 504 outlets across 81 cities. Growth was driven by beverage collaborations, new food innovations, and a stronger festive gifting portfolio.

Management Commentary

CEO Sunil D’Souza said the company delivered another quarter of broad-based growth, supported by strong execution, premiumisation, and innovation. He added that improving margins and a focus on high-growth categories position the company well for long-term profitable growth.

Tata Consumer Products Share Price Movement

Tata Consumer Products share price (NSE: TATACONSUM) was trading at ₹1,194.10 on the NSE at 1:32 pm on January 27, up ₹40.60 or 3.52% for the day. The stock opened at ₹1,158.60, touched an intraday high of ₹1,198.20, and slipped to a low of ₹1,149.50. Over the past year, the stock has moved between a 52-week low of ₹930.10 and a 52-week high of ₹1,220.90. Tata Consumer Products offers a dividend yield of 0.69%, with a quarterly dividend amount of ₹2.06.

Also Read: Best Long-Term Stocks in Jan 2026 – 5yr CAGR Basis!

Conclusion

Tata Consumer Products delivered a solid Q3FY26 performance, backed by strong volume growth, improving margins, and consistent innovation. With steady momentum across India and international markets, the company remains well placed for sustainable long-term growth.

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