Q4 2025 Tata Consumer Products Ltd Earnings Call Transcript
Key Points
- Tata Consumer Products Ltd (BOM:500800) reported a 17% revenue growth for the quarter, with 12% organic growth.
- India Foods segment showed strong performance with a 27% growth, 17% of which was organic.
- The company launched 41 new products this year, maintaining a strong focus on innovation.
- International business recorded a 5% revenue growth, with a 2% growth in constant currency.
- The company declared a final dividend of INR8.25 per share, reflecting strong shareholder returns.
- Consolidated EBITDA declined by 1% due to higher input costs, particularly in tea and coffee.
- EBITDA margins were down by 110 basis points, primarily impacted by tea cost inflation.
- The UK business experienced a planned revenue decline of 7% due to competitive discontinuity and the Red Sea crisis.
- The company faced challenges in the tea segment, with only a 1% volume growth for the full year.
- There were technical difficulties during the earnings call, causing a temporary disconnection.
Ladies and gentlemen, good day, and welcome to Tata Consumer Q4 FY25 earnings conference call (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Dhiraj Mistry from ICICI Securities. Thank you, and over to you, Mr. Mistry.
Thank you, and good evening, everyone. First of all, I would like to thank the management of Tata Consumer to give an opportunity to ICICI Securities to host 4Q FY25 earnings call.
I would like to like to hand over the call to Nidhi Verma, Head IR and Corporate Communication at Tata Consumer to take the call forward. Thank you.
Thank you so much, Dhiraj for hosting us today. Good evening, everyone, and welcome to the Q4 FY25 call for Tata Consumer.
A while ago, we declared our results, and I hope you had some time to go through the materials. I have in the room
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