Tata Consumer Products Ltd

EBITDA margin was 14.2% in FY25, down 110 bps, primarily impacted by tea cost inflation in India. The company reported a 52.06% jump in consolidated net profit to Rs 407.07 crore in Q4 FY25 as compared with Rs 267.71 crore in Q4 FY24. Group net profit jumped 59.19% to Rs 344.85 crore in Q4 FY25 as compared with Rs 216.63 crore in Q4 FY24. Revenue from operations jumped 17.35% to Rs 4,608.22 crore in Q4 FY25 as compared with Rs 3926.94 crore in Q4 FY24. Profit before exceptional item and tax (PBIT) declined 31.07% YoY to Rs 278.59 crore in Q4 FY25. Exceptional item stood at Rs 80.20 crore in Q4 FY25. Exceptional for the current quarter represents fair value gains of Rs 120 crore on re-measurement of contingent consideration, asset write-down of Rs 39 crore and cost relating to business restructure & reorganization of Rs 1 crore. Consolidated EBITDA was at Rs 625 crore in the fourth quarter of FY25, down 1% as compared with Rs 631 crore, driven by higher input costs in the India and international businesses. EBITDA margin narrowed to 13.6% in Q4 FY25 as against 16.1% in Q4 FY24. For the quarter, India Beverages business revenue grew 9% (excluding Organic India). Underlying Volume Growth (UVG) for India Branded Business (excluding acquisitions) was 5.9% for the quarter. The India Foods business revenue grew 27% during the quarter (+17% excluding Capital Foods). Salt revenue grew 13%, with value-added salt portfolio growing 31% during the quarter. Tata Sampann portfolio continued its strong momentum and grew 30% for the quarter. The company's growth businesses (Tata Sampann, RTD, Tata Soulfull, Capital Foods, Organic India) grew 66% during the Quarter (24% organic). Ecommerce channel grew 66% and Modern Trade recorded 26% growth in the quarter, (excluding Capital Foods and Organic India). For the quarter, the International business revenue grew 5% with FY25 growth at 7% (excluding international business of Capital Foods and Organic India) Starbucks opened 6 new stores during the quarter and entered into 6 new cities. On financial year basis, the company's consolidated net profit jumped 11.14% to Rs 1278.47 crore in QFY25 as compared with Rs 1150.33 crore in FY24. Revenue from operations increased 15.87% to Rs 17,618.30 crore in FY25 as against 15,205.85 crore in FY24. Starbucks added 58 net new stores were added in FY25. This brings the total number of stores to 479 across 80 cities. Sunil D'Souza, managing director & CEO of Tata Consumer Products, said, 'During the year, we recorded growth in our core businesses of India tea and salt in addition to driving strong growth in Tata Sampann and Tata Soulfull. While the RTD business was impacted in the earlier part of the year, we have seen a strong rebound as we exit the year. Our recent acquisitions- Capital Foods and Organic India performed well, and we are accelerating growth momentum through innovation and expansion into new channels of Food Services and Pharma. In India, we continued to strengthen our Sales & Distribution infrastructure and completed rollout of a next gen Go-to-Market platform. Channels of the future i.e. Ecommerce and Modern trade continue to fuel growth momentum. We maintained momentum in our innovation agenda, with several product launches across categories, focusing on Health & Wellness, Convenience and Premiumization. We launched 41 new products during the year and our innovation to sales ratio was 5.2%. Overall, despite a tough operating environment, we delivered strong growth across businesses, and we will continue to drive consistent profitable growth as we move forward.' Meanwhile, the company's board has recommended a dividend of Rs. 8.25 per equity share of Re. 1 each for FY25, if approved by the shareholders at the ensuing 62nd Annual General Meeting, will be paid on or after June 21, 2025. Tata Consumer Products is a focused consumer products company uniting the principal food and beverage interests of the Tata Group under one umbrella. The company's portfolio of products includes tea, coffee, water, RTD, salt, pulses, spices, ready-to-cook and ready-to-eat offerings, breakfast cereals, snacks and mini meals. Powered by Capital Market - Live

The key equity indices traded with minor losses in early trade, amid mixed global cues. Investor sentiment remained cautious amid signs of escalation in geopolitical tensions between India and Pakistan after the Pahalgam terror attack. Additionally, market could be volatile as the monthly Nifty50 F&O contracts are set to expire today. The Nifty traded below the 24,300 level. Investors will also closely watch the market's response to India's latest diplomatic and economic measures against Pakistan, announced following Tuesday's terrorist attack in Pahalgam in Jammu & Kashmir, which claimed 26 lives. These measures include the suspension of the Indus Waters Treaty, shutting down the Wagah-Attari border, cancelling visas for Pakistanis, along with other measures. At 09:25 IST, the barometer index, the S&P BSE Sensex shed 141.09 points or 0.20% to 79,965.55. The Nifty 50 index declined 66.55 points or 0.27% to 24,262.40. In the broader market, the S&P BSE Mid-Cap index jumped 0.11% and the S&P BSE Small-Cap index fell 0.02%. The market breadth was positive. On the BSE, 1,507 shares rose and 1,190 shares fell. A total of 151 shares were unchanged. Foreign portfolio investors (FPIs) bought shares worth Rs 3,332.93 crore, while domestic institutional investors (DIIs) were net sellers to the tune of Rs 1,234.46 crore in the Indian equity market on 23 April 2025, provisional data showed. Economy: On the macroeconomic front, the World Bank on Wednesday revised its growth outlook for India, trimming its forecast by 0.4 percentage points to 6.3% for the current fiscal year. The revision reflects rising global uncertainty, which the institution warned could dampen growth prospects across South Asia. Stocks in Spotlight: Tata Consumer Products declined 2.68%. The company reported 52.06% jump in consolidated net profit to Rs 407.07 crore in Q4 FY25 as compared with Rs 267.71 crore in Q4 FY24. Revenue from operations jumped 17.35% to Rs 4,608.22 crore in Q4 FY25 as compared with Rs 3926.94 crore in Q4 FY24. Meanwhile, the company's board has recommended a dividend of Rs. 8.25 per equity share of Re. 1 each for FY25, if approved by the shareholders at the ensuing 62nd Annual General Meeting, will be paid on or after June 21, 2025. LTIMindtree shed 0.84%. The company's consolidated net profit advanced 2.6% to Rs 1,099.9 crore on 9.88% revenue from operations in net sales to Rs 9,771.7 crore in Q4 FY25 over Q4 FY24. Meanwhile, the company's board has recommended a final dividend of Rs 45 per equity share on a face value of Rs 1 each for the financial year ended 31 March 2025. The final dividend will be paid within 30 days from the conclusion of the AGM. Bajaj Finance said that its board is scheduled to meet on 29 April 2025, to consider stock split and bonus issue. Numbers to Track: The yield on India's 10-year benchmark federal paper advanced 1.94% to 6.454 as compared with the previous close of 6.428. In the foreign exchange market, the rupee edged lower against the dollar. The partially convertible rupee was hovering at 85.6100, compared with its close of 85.4500 during the previous trading session. MCX Gold futures for the 5 June 2025 settlement were added 1.34% to Rs 95.995. The US Dollar index (DXY), which tracks the greenback's value against a basket of currencies, was down 0.26% to 99.65. The United States 10-year bond yield fell 0.62% to 4.360. In the commodities market, Brent crude for June 2025 settlement advanced 9 cents or 0.14% to $66.21 a barrel. Global Market: Asian stocks traded mixed on Thursday, following gains on Wall Street driven by renewed optimism over potential progress in U.S.-China trade relations. In the latest development, China indicated a willingness to engage in trade talks with the United States. However, it emphasized that it would not participate in negotiations under continued threat of sanctions or tariffs from the U.S. administration. This dual stance contributed to cautious optimism among global investors. In South Korea, advance estimates released Thursday showed that GDP contracted by 0.1% in the first quarter of 2025, signaling potential economic headwinds in the region. On Wall Street, the three major indices closed higher overnight, supported by hopes that trade tensions may ease in the near term. Additionally, President Donald Trump signaled that he does not intend to remove Federal Reserve Chair Jerome Powell, a move that appeared to reassure financial markets. At the close in NYSE, the Dow Jones Industrial Average rose 1.07%, while the S&P 500 index gained 1.67%, and the NASDAQ Composite index added 2.50%. On Thursday, investors will look for quarterly earnings reports from Alphabet, Intel and PepsiCo. On the economic data front, durable gods orders and weekly jobless claims are also due. Powered by Capital Market - Live

Securities in F&O Ban: RBL Bank shares are banned from F&O trading on 24 April 2025. Upcoming Results: Axis Bank, Hindustan Unilever, Nestle India, Tech Mahindra, Mphasis, SBI Cards and Payment Services, Supreme Inds, Tanla Platforms, Waaree Technologies, Laurus Labs, Indian Energy Exchange (IEX) will declare their result later today. Stocks to Watch: Tata Consumer Products reported 52.06% jump in consolidated net profit to Rs 407.07 crore in Q4 FY25 as compared with Rs 267.71 crore in Q4 FY24. Revenue from operations jumped 17.35% to Rs 4,608.22 crore in Q4 FY25 as compared with Rs 3926.94 crore in Q4 FY24. Meanwhile, the company's board has recommended a dividend of Rs. 8.25 per equity share of Re. 1 each for FY25, if approved by the shareholders at the ensuing 62nd Annual General Meeting, will be paid on or after June 21, 2025. LTIMindtree's consolidated net profit advanced 2.6% to Rs 1,099.9 crore on 9.88% revenue from operations in net sales to Rs 9,771.7 crore in Q4 FY25 over Q4 FY24. Meanwhile, the company's board has recommended a final dividend of Rs 45 per equity share on a face value of Rs 1 each for the financial year ended 31 March 2025. The final dividend will be paid within 30 days from the conclusion of the AGM. Bajaj Finance said that its board is scheduled to meet on 29 April 2025, to consider stock split and bonus issue. Bajaj Housing Finance reported a 53.85% jump in standalone net profit to Rs 586.68 crore in Q4 FY25 as compared with Rs 381.34 crore in Q4 FY24. Revenue from operations increased 25.62% YoY to Rs 2507.96 crore in Q4 FY25. 360 ONE WAM's consolidated net profit rose 2.88% to Rs 249.60 crore in Q4 FY25 as compared with Rs 242.61 crore in Q4 FY24. Revenue from operations increased 3.74% YoY to Rs 820.77 crore during the quarter ended 31st March 2025. Spandana Sphoorty Financials' managing director (MD) and chief executive officer (CEO), Shalabh Saxena has tendered his resignation on 23 April 2025. He will continue to assist the company during his notice period to enable a smooth transition. Powered by Capital Market - Live

Tata Consumer Products announced that dividend of Rs 8.25 per equity share of Re 1 each for FY 2024-25 will be paid on or after 21 June 2025. Powered by Capital Market - Live

Group net profit jumped 59.19% to Rs 344.85 crore in Q4 FY25 as compared with Rs 216.63 crore in Q4 FY24. Revenue from operations jumped 17.35% to Rs 4,608.22 crore in Q4 FY25 as compared with Rs 3926.94 crore in Q4 FY24. Profit before tax (PBT) increased 80.38% YoY to Rs 529.70 crore in Q4 FY25. Consolidated EBITDA was at Rs 625 crore in the fourth quarter of FY25, down 1% YoY as compared with Rs 631 crore, driven by higher input costs in the India and international businesses. EBITDA margin narrowed to 13.6% in Q4 FY25 as against 16.1% in Q4 FY24. For the quarter, India Beverages business revenue grew 9% (excluding Organic India). Underlying Volume Growth (UVG) for India Branded Business (excluding acquisitions) was 5.9% for the quarter. The India Foods business revenue grew 27% during the quarter (+17% excluding Capital Foods). Salt revenue grew 13%, with value-added salt portfolio growing 31% during the quarter. Tata Sampann portfolio continued its strong momentum and grew 30% for the quarter. The company's growth businesses (Tata Sampann, RTD, Tata Soulfull, Capital Foods, Organic India) grew 66% during the Quarter (24% organic). Ecommerce channel grew 66% and Modern Trade recorded 26% growth in the quarter, (excluding Capital Foods and Organic India). For the quarter, the International business revenue grew 5% with FY25 growth at 7% (excluding international business of Capital Foods and Organic India) Starbucks opened 6 new stores during the quarter and entered into 6 new cities. On financial year basis, the company's consolidated net profit jumped 11.14% to Rs 1278.47 crore in QFY25 as compared with Rs 1150.33 crore in FY24. Revenue from operations increased 15.87% to Rs 17,618.30 crore in FY25 as against 15,205.85 crore in FY24. Starbucks added 58 net new stores were added in FY25. This brings the total number of stores to 479 across 80 cities. Sunil D'Souza, managing director & CEO of Tata Consumer Products, said, 'During the year, we recorded growth in our core businesses of India tea and salt in addition to driving strong growth in Tata Sampann and Tata Soulfull. While the RTD business was impacted in the earlier part of the year, we have seen a strong rebound as we exit the year. Our recent acquisitions- Capital Foods and Organic India performed well, and we are accelerating growth momentum through innovation and expansion into new channels of Food Services and Pharma. In India, we continued to strengthen our Sales & Distribution infrastructure and completed rollout of a next gen Go-to-Market platform. Channels of the future i.e. Ecommerce and Modern trade continue to fuel growth momentum. We maintained momentum in our innovation agenda, with several product launches across categories, focusing on Health & Wellness, Convenience and Premiumization. We launched 41 new products during the year and our innovation to sales ratio was 5.2%. Overall, despite a tough operating environment, we delivered strong growth across businesses, and we will continue to drive consistent profitable growth as we move forward.' Meanwhile, the company's board has recommended a dividend of Rs. 8.25 per equity share of Re. 1 each for FY25, if approved by the shareholders at the ensuing 62nd Annual General Meeting, will be paid on or after June 21, 2025. Tata Consumer Products is a focused consumer products company uniting the principal food and beverage interests of the Tata Group under one umbrella. The company's portfolio of products includes tea, coffee, water, RTD, salt, pulses, spices, ready-to-cook and ready-to-eat offerings, breakfast cereals, snacks and mini meals. Shares of Tata Consumer Products added 1.14% to end at Rs 1,149 on on the BSE.Powered by Capital Market - Live

Net profit of Tata Consumer Products rose 59.19% to Rs 344.85 crore in the quarter ended March 2025 as against Rs 216.63 crore during the previous quarter ended March 2024. Sales rose 17.35% to Rs 4608.22 crore in the quarter ended March 2025 as against Rs 3926.94 crore during the previous quarter ended March 2024. For the full year,net profit rose 11.14% to Rs 1278.47 crore in the year ended March 2025 as against Rs 1150.33 crore during the previous year ended March 2024. Sales rose 15.87% to Rs 17618.30 crore in the year ended March 2025 as against Rs 15205.85 crore during the previous year ended March 2024. ParticularsQuarter EndedYear EndedMar. 2025Mar. 2024% Var.Mar. 2025Mar. 2024% Var. Sales4608.223926.94 17 17618.3015205.85 16 OPM %13.4716.03 -14.0715.02 - PBDT637.47625.22 2 2382.402399.91 -1 PBT484.38509.46 -5 1781.662022.76 -12 NP344.85216.63 59 1278.471150.33 11 Powered by Capital Market - Live

Tata Consumer Products announced that the Board of Directors of the Company at its meeting held on 23 April 2025, has recommended a Final dividend of Rs.8.25 per share (i.e.825%), subject to the approval of the shareholders.Powered by Capital Market - Live

Tata Consumer Products will hold a meeting of the Board of Directors of the Company on 23 April 2025.Powered by Capital Market - Live

Tata Consumer Products has received reaffirmation in credit ratings from ICRA at ICRA AAA; Stable/ ICRA A1+. Powered by Capital Market - Live

The foreign broker said that Tata Consumer Products is poised for strong growth in its Earnings Per Share (EPS) over financial years 2025-2027. It also expects the company's tea margin to recover aided by price hikes. It also highlighted the company's aggressive innovation and distribution expansion in its growth segments. Another key factor boosting confidence in the stock is a decline in net interest costs, as Tata Consumer continues to pay down its acquisition-related debt. While competition in the sector remains a challenge, the brokerage noted that the worst may be over for the stock, further strengthening its investment outlook. Tata Consumer Products is a focused consumer products company uniting the principal food and beverage interests of the Tata Group under one umbrella. The company's consolidated net profit was flat at Rs 278.88 crore in Q3 FY25 as against Rs 278.87 crore in Q3 FY24. However, revenue from operations jumped 16.82% year on year (YoY) to Rs 4,443.56 crore in the quarter ended 31 December 2024. Powered by Capital Market - Live