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Brewing profits Tata Consumer stirs up a strong Q3 FY26 show

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MUMBAI: Tata Consumer Products has brewed up a solid third quarter, serving investors a strong blend of volume growth, margin recovery and steady global momentum. The FMCG major reported a 34 per cent year-on-year jump in consolidated net profit to Rs 402.79 crore in Q3 FY26, up from Rs 299.75 crore a year earlier, underlining sustained strength across its portfolio.

Sequentially, profit edged up from Rs 397 crore in Q2 FY26, signalling consistency rather than a one-off spike. Revenue from operations rose a healthy 15 per cent YoY to Rs 5,112 crore in the December quarter, compared with Rs 4,443.56 crore in Q3 FY25. Total income climbed 14.4% to Rs 5,145 crore, according to regulatory filings.

Branded businesses continued to anchor performance, generating Rs 4,602.79 crore in revenue. The India business contributed Rs 3,203.12 crore, while international operations added Rs 1,399.67 crore. Non-branded revenue stood at Rs 546.67 crore during the quarter.

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Overseas markets delivered 11 per cent growth, led by a strong showing in coffee in the US. In Canada, Tetley emerged as the fastest-growing brand in the specialty tea segment, reinforcing the company’s international credentials.

“Q3 FY26 marked another quarter of strong, broad-based performance, driven by healthy volume-led growth across core and emerging categories,” said Tata Consumer Products managing director and CEO Sunil D’Souza.

On the home turf, the salt business grew 14 per cent, while the tea portfolio continued to expand, with margins returning to normative levels as lower input costs were passed on to consumers. Premium offerings remained a standout, with Tata Sampann clocking a sharp 45 per cent YoY growth, alongside a robust performance from the Ready-to-Drink portfolio.

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The Starbucks India joint venture also stayed on track, reporting 7 per cent YoY revenue growth, with quarter-on-quarter sales rising 10 per cent. The network expanded by 12 net new stores during the quarter, taking the total count to 504 outlets across 81 cities.

With improving margins, disciplined execution and a sharper focus on high-growth categories, Tata Consumer Products appears to be keeping its growth story firmly on the boil.

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Faber-Castell India appoints Sunaina Haldar as director – marketing

With stints at Tata, SleepyCat and ADF Foods under her belt, Haldar is primed to redraw Faber-Castell’s brand story

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MUMBAI: Faber-Castell India has poached Sunaina Haldar from ADF Foods, appointing her director – marketing as the German stationery brand looks to muscle up in a category that is rapidly reinventing itself around creativity and self-expression.

Haldar hit the ground running. “My first couple of weeks have been incredibly energising, understanding consumers, visiting markets, engaging with retailers and immersing myself into the world of Faber-Castell Group,” she said.

She arrives with considerable firepower. At ADF Foods, Haldar ran marketing across India and international markets for a portfolio spanning Ashoka, Aeroplane, Camel and ADF Soul. Before that, she was vice-president – marketing at direct-to-consumer mattress brand SleepyCat, where she helmed brand, content and performance marketing. Her résumé also includes a stint leading marketing, new product development and CRM for Tata SmartFoodz at Tata Consumer Products, no small proving ground.

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Between corporate roles, Haldar also operated as a fractional CMO for early-stage startups, building marketing strategy and operational structures from scratch, a signal that she knows how to move fast with limited resources.

With 18 years straddling FMCG, D2C and the startup world, Haldar now takes the reins at a brand that has long owned the classroom but is clearly hungry for the living room. In a stationery market where the pencil has become a lifestyle statement, Faber-Castell has picked someone who knows exactly how to sell that story.

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