Q1 2027 Tata Consumer Products Ltd Earnings Call Transcript

Jul 24, 2026 / 01:00 PM GMT

Release Date Price: ₹1088 (-1.78%)

Transcript

Key Points

Positve

Tata Consumer Products Ltd (BOM:500800) reported a consolidated revenue growth of 12% for Q1 FY27.
The company's growth businesses saw a remarkable 47% year-on-year increase, now accounting for more than one-third of the India business.
EBITDA grew by 19%, with margins expanding by 70 basis points to 13.6%.
The company launched 14 new products during the quarter, indicating a strong focus on innovation.
Starbucks, a joint venture, reported an 11% revenue growth year-on-year, showing strong performance despite a subdued quarter last year.

Negative

India tea volumes increased by 2%, but revenue declined by 4% due to passing on cost benefits to consumers.
The non-branded business saw a decline of 7% in revenue, with a 10% drop in constant currency terms.
There was a contraction in India margins due to inflationary impacts and increased A&P spending.
The company faced challenges in the international market, particularly in the UK, due to an unusually warm summer affecting the black tea category.
Coffee prices globally have declined, impacting the non-branded business negatively, although proactive hedging helped mitigate some effects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TACN.NS - Tata Consumer Products Ltd
Q1 2027 Tata Consumer Products Ltd Earnings Call
Jul 24, 2026 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Tata Consumer Products Q1 FY27 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touch-tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Nidhi Varma, Head of Investor Relations and Corporate Communications.

Thank you and over to you.

--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.