|
16 Jul 2025 |
Tata Consumer
|
Consensus Share Price Target
|
1081.50 |
1223.50 |
- |
13.13 |
buy
|
|
|
|
|
09 Jun 2025
|
Tata Consumer
|
Motilal Oswal
|
1081.50
|
1360.00
|
1121.20
(-3.54%)
|
25.75 |
Buy
|
|
|
Tata Consumer Products’ (TATACONS) FY25 annual report highlights the management’s strategic efforts to reinforce its foundation by broadening distribution reach and market presence, driving growth through portfolio expansion, pursuing new opportunities, and prioritizing innovation.
|
|
24 Apr 2025
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
1325.00
|
1161.30
(-6.87%)
|
22.52 |
Buy
|
|
|
Tea market share losses to unorganised / regional players are limiting inflation pass-through. Margin recovery now reliant on deflation
|
|
23 Apr 2025
|
Tata Consumer
|
Motilal Oswal
|
1081.50
|
1360.00
|
1150.10
(-5.96%)
|
25.75 |
Buy
|
|
|
Tata Consumer Products (TATACONS) reported 17% revenue growth in 4QFY25, while EBIT declined 9% YoY. EBIT was affected by higher input costs (tea cost inflation) in Indian branded business, which declined 25% YoY, and a 4% EBIT drop in international branded beverage segment.
|
|
23 Apr 2025
|
Tata Consumer
|
Sharekhan
|
1081.50
|
1340.00
|
1150.10
(-5.96%)
|
23.90 |
Buy
|
|
|
TCPL’s Q4FY25 numbers were good with consolidated revenue growing by 17.3% y-o-y to Rs. 4,608 crore (12% y-o-y organic revenue growth), with India beverage business revenues growing by 17% y-o-y (9% y-o-y organic growth), India foods business improving 27% y-o-y (organic growth at 17%), international business growing by 5% y-o-y and non-branded business reporting a 25% y-o-y growth.
|
|
11 Mar 2025
|
Tata Consumer
|
Geojit BNP Paribas
|
1081.50
|
1067.00
|
959.85
(12.67%)
|
Target met |
Buy
|
|
|
|
|
03 Feb 2025
|
Tata Consumer
|
Sharekhan
|
1081.50
|
1234.00
|
1036.30
(4.36%)
|
14.10 |
Buy
|
|
|
TCPL’s Q3FY25 numbers are not exactly comparable on y-o-y basis due to consolidation of acquired businesses - Capital Foods and Organic India. TCPL’s Q3FY25 performance was impacted by sharp increase in the tea prices (up by 20-40%) which led to 234 bps y-o-y decline in the consolidated OPM to 12.7%.
|
|
31 Jan 2025
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
1175.00
|
1024.65
(5.55%)
|
Target met |
Buy
|
|
|
Tea inflation recovery prospects have improved as higher pricing has come through earlier than expected
|
|
20 Dec 2024
|
Tata Consumer
|
Ventura
|
1081.50
|
679.00
|
889.45
(21.59%)
|
37.22 |
Sell
|
|
|
Richly valued, even conside ring an optimistic outlook
|
|
24 Oct 2024
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
1311.00
|
996.45
(8.54%)
|
21.22 |
Buy
|
|
|
Tata Consumer share price corrected ~7% post 2QFY25 result on Tea inflation and sales challenges in NourishCo. Correction is overdone
|
|
20 Oct 2024
|
Tata Consumer
|
Motilal Oswal
|
1081.50
|
1320.00
|
1093.25
(-1.07%)
|
22.05 |
Buy
|
|
|
Tata Consumer Products (TATACONS) reported 8% YoY EBIT growth in 2QFY25 on the back of a strong performance in its international branded beverage segment (EBIT up 74% YoY) and non-branded business (EBIT up 86% YoY).
|
|
19 Oct 2024
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
1311.00
|
1093.25
(-1.07%)
|
21.22 |
Hold
|
|
|
Compared to consensus, sales came in 3% lower while EBITDA was in line
|
|
18 Oct 2024
|
Tata Consumer
|
Sharekhan
|
1081.50
|
1315.00
|
1093.25
(-1.07%)
|
21.59 |
Buy
|
|
|
Tata Consumer Product Ltd’s (TCPL’s) Q2FY2025 performance was broadly in line with expectations with revenues growing by ~13% y-o-y (organic growth at 5%) and OPM rising ~50 bps y-o-y to 14.9%.
|
|
16 Sep 2024
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
|
1218.50
(-11.24%)
|
|
|
|
|
Medium- to long-term growth prospects remain intact with TCPL targeting double-digit topline growth driven by growth businesses
|
|
10 Sep 2024
|
Tata Consumer
|
ICICI Securities Limited
|
1081.50
|
1385.00
|
1204.15
(-10.19%)
|
28.06 |
Buy
|
|
|
Our analysis of Tata Starbucks financials over FY14-24 indicate It had revenue CAGR of 29% over FY14-24 and store count CAGR of 26%. The revenue/store has remained flat at ~INR 35mn.
|
|
31 Jul 2024
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
1402.00
|
1188.95
(-9.04%)
|
29.63 |
Buy
|
|
|
TATACONS reported sales and EBITDA beat on improved margins in the unbranded business and MA
|
|
30 Jul 2024
|
Tata Consumer
|
Motilal Oswal
|
1081.50
|
1380.00
|
1194.90
(-9.49%)
|
27.60 |
Buy
|
|
|
Tata Consumer Products (TATACONS) reported a healthy operating performance in 1QFY25. EBIT growth of 12% YoY was led by a strong performance in international branded beverage segment.
|
|
30 Jul 2024
|
Tata Consumer
|
Sharekhan
|
1081.50
|
1315.00
|
1194.90
(-9.49%)
|
21.59 |
Buy
|
|
|
Tata Consumer Products Ltd’ (TCPL’s) operating performance was good with revenues and operating profit growing by 16% and 22% y-o-y respectively; higher interest cost kept adjusted PAT flat at Rs. 368 crore.
|
|
24 Apr 2024
|
Tata Consumer
|
ICICI Securities Limited
|
1081.50
|
1360.00
|
1110.15
(-2.58%)
|
Pre-Bonus/ Split |
Buy
|
|
|
TCPL’s Q4FY24 was in line with our estimates. We reckon, stock trigger in FY25-26 is likely outperformance of growth businesses (which are gross margin accretive too).
|
|
24 Apr 2024
|
Tata Consumer
|
SMC online
|
1081.50
|
|
1110.15
(-2.58%)
|
Pre-Bonus/ Split |
Results Update
|
|
|
|
|
12 Feb 2024
|
Tata Consumer
|
BOB Capital Markets Ltd.
|
1081.50
|
1330.00
|
1122.20
(-3.63%)
|
Pre-Bonus/ Split |
Buy
|
|
|
LICI: Solid quarter; valuations overdone cut to HOLD. ALKEM: Good quarter; cut to SELL on stretched valuations. Monthly Chartbook: Fiscal consolidation to hold key. PWGR: In-line quarter, FY25 capex hiked; maintain BUY. TATACONS: Strong run continues. DIVI: Healthy margin recovery, heady valuations. TPW: Dull quarter; high valuations maintain HOLD. ESCORTS: Weakness persists - maintain SELL. TRCL: Tepid quarter, high capex overhang retain SELL. Metals & Mining: Ferrous read-across: Steel recovery in CY24 - ArcelorMittal
|