Tata Consumer Products Limited (TCPL) on Tuesday reported a 36% year-on-year (YoY) increase in its consolidated net profit, reaching ₹385 crore for the third quarter ended December 31, 2025. The FMCG major had posted a net profit of ₹279 crore in the corresponding quarter of the previous fiscal year.

The company's revenue from operations grew by 15% to ₹5,112 crore, compared to ₹4,444 crore in Q3 FY25. This growth was primarily driven by a strong 15% underlying volume growth in the India Branded business. The consolidated EBITDA for the quarter stood at ₹728 crore, marking a 26% increase over the previous year.

Segmental performance

The India Foods business continued its strong momentum with a 19% revenue growth. Within this segment, the salt business recorded its fourth consecutive quarter of double-digit growth, rising 14% on the back of strong volumes. Tata Sampann, the company's pantry brand, accelerated with 45% revenue growth.

In the beverages segment, India packaged tea saw margins return to normative ranges as lower input costs were passed on to consumers. The coffee business maintained its high-growth trajectory with 40% revenue growth, while the ready-to-Drink (RTD) portfolio grew by 26%. The International and Non-Branded businesses also showed steady performance with 11% and 20% constant-currency revenue growth, respectively.

Innovation and exceptional items

15 new products were launched during the quarter across the health & wellness, convenience, and premiumisation categories. Major launches included Tetley Green Tea Slimcare and Tata Himalayan Rock Salt.

The quarterly results were impacted by a few one-time items. The company recorded an exceptional profit of ₹35 crore from the sale of a non-core asset. However, it also accounted for a ₹17 crore incremental impact related to the new Indian labour codes. Apart from that, the standalone profit was affected by the absence of a ₹390 crore dividend from overseas subsidiaries that was present in the previous year’s base.

The shares of Tata Consumer Products surged 4.03% to an intraday high of ₹1,200 apiece on the national stock exchange on Tuesday after the results were announced. The stock has risen close to 22% in the past one year, outperforming the benchmark Nifty 50 index that has risen nearly 11% during the same period.