Strong Profit and Revenue Performance in December Quarter
Tata Consumer Products Ltd reported a 36.4 percent year on year rise in consolidated net profit to Rs 384.52 crore for the quarter ended December 31, 2025. The performance was led by strong volume growth in the India business.The company had posted a consolidated net profit of Rs 281.92 crore in the corresponding quarter last year. Revenue from operations rose 15.04 percent to Rs 5,112 crore in the December quarter of FY26 compared with Rs 4,443.56 crore a year earlier.
Total expenses during the quarter increased 12.11 percent to Rs 4,582.24 crore. Including other income, total income stood at Rs 5,145.01 crore, marking a growth of 14.45 percent.
Branded Business Records Double Digit Growth
TCPL’s overall branded business grew 14.32 percent year on year to Rs 4,602.79 crore in the December quarter, up from Rs 4,026.15 crore in the same period of the previous fiscal. The branded portfolio includes tea, coffee, water and other value added products.Revenue from the India business increased 13.03 percent year on year to Rs 3,203.12 crore in Q3 FY26. The company said growth in the India branded business was driven by underlying volume growth of 15 percent during the quarter.
Coffee, RTD and Foods Drive India Performance
Within the India beverages segment, coffee delivered a strong performance with revenue growth of 40 percent during the quarter. The ready to drink portfolio reported its second consecutive quarter of double digit growth, posting a 26 percent increase in revenue.Overall revenue from India packaged beverages rose 3 percent. The India foods business recorded a 19 percent increase in revenue, while salt revenue grew 14 percent, supported by strong volume growth. Capital Foods accelerated innovation with new product launches during the quarter.
International Business Led by US Coffee Brands
TCPL’s international branded business grew 17.37 percent year on year to Rs 1,399.67 crore. The growth was led by strong coffee performance in the United States. The company said Eight O’Clock Coffee continued to gain market share in the US, while in Canada, Tetley emerged as the fastest growing brand in speciality tea.Revenue from the non branded business stood at Rs 546.67 crore, up 22.53 percent during the quarter. This segment includes tea and coffee plantation and extraction operations.
Tata Starbucks Expands Store Network
Tata Starbucks, the 50:50 joint venture between Tata Consumer Products Ltd and Starbucks Corporation, continued to expand its retail footprint. The joint venture added 12 new stores during the quarter, taking the total store count to 504 across 81 cities.Management Commentary and Market Reaction
Commenting on the performance, Managing Director and Chief Executive Officer Sunil D’Souza said the December quarter marked another phase of strong and broad based growth, supported by healthy volume momentum across core and emerging categories. He added that improving margins and disciplined execution position the company well for long term profitable growth.Shares of Tata Consumer Products Ltd were trading at Rs 1,179.05 on the BSE, up 2.24 percent.
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