TCPL reports 16% year-on-year revenue growth in Q3 FY26, with profit surging 34%

Tata Consumer Products Ltd (TCPL) posted a strong performance for the quarter ended December 31, 2025 (Q3 FY26), supported by widespread growth across India, global markets, and its Starbucks joint venture.

The company’s consolidated revenue from operations reached Rs 5,120 crore in Q3 FY26, marking a 15.9% year-on-year increase from Rs 4,443.6 crore in the same quarter last year. Sequentially, revenue climbed 3.1% from Rs 4,965.9 crore in Q2 FY26.

Net profit after tax stood at Rs 402.8 crore, reflecting a robust 34.4% YoY rise compared to Rs 299.8 crore in Q3 FY25. On a quarter-on-quarter basis, profit edged up 1.4% from Rs 397.1 crore in the previous quarter.

Higher EBITDA and disciplined cost management aided profitability during the quarter, with profit before tax increasing to Rs 539.9 crore, up from Rs 401.9 crore a year earlier 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, compared with Rs 13,010.1 crore in the corresponding period last year. Net profit for the nine-month period came in at Rs 1,146.3 crore, versus Rs 973.2 crore a year ago.

International business maintains momentum
The international segment continued to show steady growth. During the quarter, international revenues rose 11% in constant currency terms, driven by strong performance in coffee.

In the US, the coffee portfolio delivered solid growth, with Eight O’Clock Coffee further strengthening its market share. In Canada, Tetley was identified as the fastest-growing brand in the specialty tea category, according to NielsenIQ.

India business: beverages and foods drive growth
In India, the packaged beverages segment recorded 3% revenue growth during the quarter. Coffee remained the top-performing category, posting a 40% increase in revenue.

The Ready-to-Drink (RTD) portfolio achieved its second straight quarter of double-digit expansion, with revenues jumping 26% in Q3 FY26. During the quarter, Tetley entered the RTD tea segment with the introduction of Tetley Green Tea Slimcare and Tetley Fruit Tea.

The India foods business delivered strong 19% revenue growth. Salt revenues rose 14%, backed by healthy volume gains. The Tata Sampann range sustained its strong momentum, growing 45% during the quarter, supported by new product launches and continued innovation.

During the quarter, Tata Consumer Products introduced Tata Himalayan Rock Salt Crystal to expand its footprint in the rapidly growing rock salt segment. Capital Foods also stepped up innovation with the launch of Ching’s Premium Soy Sauces and a line of premium stir-fry sauces.

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

He noted that the India branded business achieved double-digit underlying volume growth, with foods and beverages maintaining a solid trajectory through focused execution, portfolio expansion, and premiumisation. D’Souza added that innovation continued to be a key growth driver, with 15 new product launches during the quarter across health and wellness, convenience, and premium categories. With improving margins, disciplined execution, and a sharper emphasis on high-growth segments, the company said it remains confident of building a more agile, innovation-led, and profitable consumer business over the long term.