Tata Consumer Shares Today Zoomed 6% Post Q4FY26 Results: Profit Jumps 22%, Revenue Crosses Rs.20000 Cr Mark

Tata Consumer shares this morning rose sharply by more than 6% after the FMCG major announced its good set of earnings on Friday, 8 May. The Tata Group FMCG arm reported its fourth quarter result of FY26, with double-digit growth across revenue, profit and operating performance. The company's strong quarterly numbers were because of India operations, international coffee business growth and continued expansion of its premium and innovation-led portfolio.

Tata Consumer Shares

Tata cons shares this morning started off the trade in the green zone, opening at Rs. 1202.20 per share, rising by 2%. Quickly the stock surged to an intraday high of 6.5% to Rs. 1253 a piece on the NSE. At the time of writing, Tata cons shares were trading at Rs. 1249.40, up by 6.22%

Tata Consumer Products Q4 FY26 Earnings

For the quarter ended March 2026, Tata Consumer Products posted consolidated revenue of Rs.5,434 crore, registering an 18% year-on-year growth compared to Rs.4,608 crore in the corresponding quarter last year.

The company's EBITDA rose 27% YoY to Rs.796 crore, while EBITDA margin improved by nearly 100 basis points to 14.6%, reflecting better operational efficiency and strong product mix.

Net profit (PAT) for Q4 FY26 came in at Rs.424 crore, up 21.6% from Rs.349 crore reported in Q4 FY25. Total expenses increased 15.9% YoY to Rs.4,845 crore due to expansion initiatives, marketing investments and higher scale of operations.

Tata Consumer Products FY26 Revenue Crosses Rs.20,000 Crore

On a full-year basis, Tata Consumer Products achieved a major milestone by crossing the Rs.20,000 crore annual revenue mark for the first time.

The company reported consolidated revenue from operations of more than Rs.20,290 crore in FY26, reflecting around 15% annual growth. Consolidated net profit for the year surged nearly 20% to around Rs.1,542-1,547 crore.

India Business

The India business is one of the key growth drivers during the quarter. Tata Consumer Products reported 16% underlying volume growth (UVG) in Q4 FY26.

Tea volumes grew 4% during the quarter. However, tea revenue remained largely flat as the company passed on lower input costs to consumers through pricing adjustments. Tata Sampann posted 46% growth during FY26, while the ready-to-drink (RTD) beverages segment recorded 10% growth.

The company said its growth businesses crossed Rs.4,000 crore in annual revenue, with a 24% increase compared to the previous year.

International Business

The international business recorded 21% YoY revenue growth and 11% growth in constant currency terms.

Meanwhile, Starbucks operations in India continued expanding through the Tata Starbucks joint venture. The business delivered positive same-store sales growth and ended FY26 with 502 stores spread across 80 Indian cities.

Tata Consumer Products Declares Highest Dividend In 17 Years

The board of directors announced a dividend of Rs.10 per equity share for FY26. The dividend will be paid on or after June 15, 2026, subject to shareholder approval during the annual general meeting (AGM). According to reports, this is the highest dividend declared by the company in the last 17 years.

Tata Consumer Target Price

Brokerage firm Motilal Oswal Financial Services maintained its "Buy" rating on Tata Consumer Products with a target price of Rs.1,450 after the company's strong Q4 FY26 performance. The brokerage said Tata Consumer's growth momentum is improving steadily, supported by margin expansion and better-than-expected operating performance. According to the brokerage,"Tata Consumer Products to deliver around 10% revenue CAGR, 15% EBITDA CAGR and 19% PAT CAGR between FY26 and FY28, showing confidence in the company's long-term growth outlook."

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