Earnings Alerts

Tata Consumer Products (TATACONS) Earnings: 2Q Net Income Surpasses Estimates with Robust Growth Across Segments

By November 3, 2025 No Comments
  • Tata Consumer’s net income for the second quarter reached 4.04 billion rupees, surpassing the estimate of 3.67 billion rupees, marking an 11% increase year-over-year.
  • The company’s revenue grew by 18% year-over-year to 49.7 billion rupees, exceeding the expected 47.51 billion rupees.
  • Revenue from India branded business was 31.2 billion rupees, an increase of 17% over the previous year, meeting expectations of 31.11 billion rupees.
  • The international branded business revenue grew by 15% year-over-year to 12.9 billion rupees, outperforming the estimate of 11.36 billion rupees.
  • Non-branded business revenue rose significantly by 28% year-over-year to 5.9 billion rupees, beating the expected 4.96 billion rupees.
  • Total costs for the company amounted to 44.8 billion rupees, which is a 17% increase compared to the same period last year.
  • Other income decreased by 17% year-over-year, totaling 380.1 million rupees.
  • In terms of analyst recommendations, there are 22 buy ratings, 7 hold ratings, and 2 sell ratings for Tata Consumer.

Tata Consumer Products on Smartkarma

Analysts on Smartkarma are bullish on Tata Consumer Products as it undergoes a transformation into a diversified FMCG major. The company’s strategic move beyond its core tea and salt businesses into higher-growth segments like packaged foods, snacks, and ready-to-drink beverages is seen as a positive step. Recent acquisitions, including Capital Foods and Organic India, are expanding Tata Consumer Products‘ market reach and presence in lucrative segments. Leveraging the strong brand equity of ‘Tata’ and an extensive distribution network, the company is well-positioned to scale new products effectively and maintain a competitive edge.

The focus on premiumization and innovation by Tata Consumer Products is driving growth, according to analysts. By offering value-added products and introducing premium variants, the company is aligning with evolving consumer preferences to enhance margins. With a consistent stream of new product launches, particularly in the health and wellness category, Tata Consumer Products is catering to modern trends and setting the stage for future growth. Analysts emphasize the importance of verifying information independently for decision-making purposes.


A look at Tata Consumer Products Smart Scores

FactorScoreMagnitude
Value2
Dividend4
Growth3
Resilience4
Momentum4
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Tata Consumer Products Limited, a company known for its diverse range of food and beverage products, has been assessed using the Smartkarma Smart Scores model to gauge its long-term outlook. With a solid 4 out of 5 score in both Dividend and Resilience, the company demonstrates a strong track record in providing stable dividends to investors and showcasing resilience in uncertain market conditions. Additionally, Tata Consumer Products received favorable scores of 3 for Growth and 4 for Momentum, indicating potential for future expansion and positive market momentum.

Although scoring lower in the Value category at 2, Tata Consumer Products‘ overall Smart Score suggests a promising outlook for investors seeking a balance of growth, income, and resilience in their investment portfolios. With its global presence and wide array of products ranging from tea and coffee to spices and food items, Tata Consumer Products remains positioned to capitalize on evolving consumer preferences and market trends in the food and beverage industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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