Tata Consumer Products Q2 Results: Net Profit, Revenue Beat Estimates; Margin Expands To 14%
Tata Consumer set out an expansion in a quarterly results development.
· NDTV Profit
EBITDA increased 19.7% to Rs 804 crore from Rs 671 crore. The figure was higher than the estimate of Rs 769 crore. EBITDA margin expanded to 14.2% from 13.5% a year earlier, beating the estimate of 13.8%.
The analysis
Tata Consumer reported Rs 804 crore, Rs 671 crore and Rs 769 crore, with movement of 14%, 19.7% and 14.2% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -2.8% on the day at ₹936.50, and has returned -13.9% over three months. It sits 26% below its 52-week high, which means a good deal of bad news was already in the price. The fmcg sector has moved -10.0% over the same period, so Tata Consumer is running 3.9 points behind its peers.
For Tata Consumer, the question is how much of this is already reflected in the price and how much re-rates the fmcg peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- In focus: Tata Consumer (TATACONSUM), in FMCG.
- Over three months: Tata Consumer -13.9% against FMCG -10.0% (3.9 points behind).
- At least 25% below the 52-week high: Tata Consumer (26%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Tata ConsumerTATACONSUM · FMCG | ₹936.50 | -2.8% | -4.8% | -13.9% | -26.3% | 1.6× | — |
FMCG
1M -8.0% · 3M -10.0%
Tata Consumer
Consumer & Retail
1M -7.6% · 3M -8.5%
Consumer Durables
1M -10.3% · 3M -13.1%
Prices as of 26 Oct 2026, 16:53 IST. Sector moves are the average of the stocks we track in each sector.
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