Tata Consumer Products posts 16% YoY revenue growth in Q3 FY26; profit jumps 34%

Tata Consumer Products Ltd (TCPL) has reported a strong set of numbers for the quarter ended December 31, 2025 (Q3 FY26), driven by broad-based growth across India, international markets and its Starbucks JV.

The company’s consolidated revenue from operations stood at Rs 5,120 crore in Q3 FY26, up 15.9% year-on-year from Rs 4,443.6 crore in the corresponding quarter last year. On a sequential basis, revenue rose 3.1% from Rs 4,965.9 crore in Q2 FY26.

Net profit after tax came in at Rs 402.8 crore, registering a sharp 34.4% YoY growth compared to Rs 299.8 crore in Q3 FY25. Profit was marginally higher on a quarter-on-quarter basis, up 1.4% from Rs 397.1 crore in the previous quarter.

EBITDA expansion and controlled costs supported profitability during the quarter, with profit before tax rising to Rs 539.9 crore, compared to Rs 401.9 crore a year ago and Rs 523.3 crore in Q2 FY26.

For the nine months ended December 31, 2025, TCPL reported revenue of Rs 14,856.8 crore, up from Rs 13,010.1 crore in the year-ago period. Net profit for the period stood at Rs 1,146.3 crore, compared to Rs 973.2 crore in the corresponding period last year.

International business maintains momentum

The international business continued to deliver steady growth. For the quarter, international revenues grew 11% in constant currency terms, led by strong performance in coffee.

In the US, the coffee business registered robust growth, with Eight O’Clock Coffee continuing to gain market share. In Canada, Tetley emerged as the fastest-growing brand in the specialty tea segment, according to NielsenIQ data.

India business: beverages and foods drive growth

In India, the packaged beverages business posted a 3% revenue growth during the quarter. Coffee remained the standout category, recording a 40% revenue growth.

The Ready-to-Drink (RTD) business delivered its second consecutive quarter of double-digit growth, with revenues rising 26% in Q3 FY26. During the quarter, Tetley entered the RTD tea segment with the launch of Tetley Green Tea Slimcare and Tetley Fruit Tea.

The India foods business reported a strong 19% revenue growth. Salt revenues grew 14%, supported by healthy volume expansion. The Tata Sampann portfolio continued its strong momentum, growing 45% during the quarter, aided by new launches and innovation.

During the quarter, Tata Consumer Products launched Tata Himalayan Rock Salt Crystal to strengthen its presence in the fast-growing rock salt category. Capital Foods also accelerated innovation with the launch of Ching’s Premium Soy Sauces and a range of premium stir-fry sauces.

Commenting on the performance, Sunil D’Souza, Managing Director and CEO, Tata Consumer Products, said Q3 FY26 marked another quarter of strong, broad-based performance, led by healthy volume-driven growth and sustained momentum across core and growth businesses.

He said the India branded business delivered double-digit underlying volume growth, with foods and beverages continuing on a strong trajectory driven by execution, portfolio expansion and premiumisation. D’Souza added that innovation remained a key growth engine, with 15 new launches during the quarter across health and wellness, convenience and premium segments.

With improving margins, disciplined execution and a sharper focus on high-growth categories, the company said it remains confident of building a more agile, innovation-led and profitable consumer business over the long term.