T

TATA CONSUMER PRODUCTS LIMITED

TATACONSUMNSE
Market snapshot · 2026-08-11 16:45 UTC

1,078.00

₹-30.70 (-2.77%)

MARKET CAP

₹1.07L Cr

STOCK P/E

63.6x

52W HIGH

₹1,282.70

52W LOW

₹1,007.20

BOOK VALUE

₹220.17

EPS

₹16.96

ROE

SECTOR

Consumer Staples

DEBT/EQUITY

12.16

VOLUME

19.33L

P/B RATIO

4.90x

PEG RATIO

0.55

Sector

Consumer Staples

Themes

Tea & CoffeeTata GroupTata Sons PortfolioGovernment of Singapore Portfolio
D
Dividend
E
Earnings
₹1,223.65₹1,176.05₹1,128.46₹1,080.86₹1,033.26VolumeEEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for TATACONSUM.

27.00 analysts

Price Forecast

Current
₹1,078
High Target
₹1,500
▲ +39.1%
Median Target
₹1,350
▲ +25.2%
Low Target
₹1,124
▲ +4.3%
Now₹1,078High ₹1,500Median ₹1,350Low ₹1,124Aug '25Now12M Target
Price history (1Y)
Analyst target range
27 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹959.57 - ₹1,28780%
6M₹930.93 - ₹1,41180%
12M₹907.99 - ₹1,63480%
Realized vol: +22.9% · Drift: +14.9%

Revenue Forecast

₹ Cr
Dec '25Current₹3,684.0
Sep 2026 ETrend estimate range
High₹4,443.8Base₹4,114.6Low₹3,785.4
Mar '25: ₹3,354.0 · Jun '25: ₹3,529.0 · Sep '25: ₹3,595.0 · Dec '25: ₹3,684.0 · Sep '26: ₹4,114.6 · Dec '26: ₹4,216.5
Mar '25Jun '25Sep '25Dec '25Sep '26 EDec '26 E3,354.03,529.03,595.03,684.04,114.64,216.5
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Dec '25Current₹3.24
Sep 2026 ETrend estimate range
High₹4.84Base₹4.32Low₹3.80
Mar '25: ₹2.80 · Jun '25: ₹7.22 · Sep '25: ₹2.88 · Dec '25: ₹3.24 · Sep '26: ₹4.32 · Dec '26: ₹4.86
Mar '25Jun '25Sep '25Dec '25Sep '26 EDec '26 E2.807.222.883.244.324.86
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
53%
Analyst Consensus
Weakening

From 27 analysts

Mean upside+24.5%

Fundamentals

Weakening

Fundamentals institutional score is 24 using growth durability 24.2.

Valuation

Fairly valued

Valuation institutional score is 49 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 75 using mean target upside 24.5%; dispersion penalty 11.2; recommendation breadth from available consensus.

Technical Structure

Strong Trend

Technicals institutional score is 70 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Unavailable

Supplied data did not include a numeric score.

Signal Summary

Market intelligence remains Mixed. analyst consensus and technical structure provide support, while fundamentals and valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals WeakeningValuation Fairly valuedAnalyst Consensus PositiveTechnical Structure Strong Trend

Key Data Points

Mean Target Price1,341.7 target
Mean Upside+24.5%
Technical Score71%
Fundamental Score24%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 1.2% below historical median. Valuation is rising — currently in the fair zone (z-score: +0.14). Confidence: 91%.

Live forward EPS implies next-12-month EPS of ₹23.91. Applying the stock's normalized valuation corridor produces a fair range of ₹1,399.45 to ₹1,601.97, with base value near ₹1,537.65 (+42.6% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹23.91

Forward P/E

45.1x

Base Fair Value

₹1,537.65

Fair Range

₹1,399.45 - ₹1,601.97

Upside To Base

+42.6%

Estimate Source

Live forward EPS

Growth Estimate

+27.9%

P/E
Fair

5Y Average

55.54

Current

63.56

Overvalued

67.00

Undervalued

58.53

EV/EBITDA
Overvalued

5Y Average

34.95

Current

40.00

Overvalued

40.46

Undervalued

28.93

P/S
Overvalued

5Y Average

4.47

Current

5.11

Overvalued

5.14

Undervalued

3.80

Peers & Comparison

Sector: Consumer Staples · Theme: Tea & Coffee

Tea & Coffee Peers1 peer
Avg P/E: 43.6x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
+20.4%14.0%
43.6x
Fair
0% vs avg
-13.4%
WHY THESE PEERS

TATA CONSUMER PRODUCT LTD trades at a premium (63.6x vs peer avg 43.6x), implying higher growth or quality expectations from the Tea & Coffee cohort. Peers include VARUN BEVERAGES LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹3.68K CrDec 2025

Latest net profit

₹302 CrDec 2025

Latest EPS

₹3.24Dec 2025

Net margin

11.5%Dec 2025

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.0%3.0%6.0%9.0%12.0%0.00 Cr950 Cr1.90K Cr2.85K Cr3.80K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.00 Cr950 Cr1.90K Cr2.85K Cr3.80K Cr₹0₹2₹4₹6₹8
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr950 Cr1.90K Cr2.85K Cr3.80K Cr

Latest reported period: Dec 2025

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
202120222023202420250.00 Cr450 Cr900 Cr1.35K Cr1.80K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales2,3122,4202,6312,6292,7733,2023,0463,2003,3543,5293,5953,684
Expenses1,9442,0462,2362,2042,4932,7902,7032,8853,0543,1273,1593,201
Operating Profit326331333371233358290261245349381424
OPM %14.09%13.69%12.65%14.12%8.41%11.19%9.52%8.15%7.31%9.89%10.59%11.52%
Other Income50.1840.1256.540.690.5311.0820.141113547828.514.65
Interest5.2810.5413.7115.8431.6476.573.5931.820.7220.9924.7522.12
Depreciation42.0942.3161.8654.1247.0853.4453.2254.1755.1653.2455.4959.06
Profit before tax371361376396292293236640360806385417
Tax %22.82%25.9%26.93%24.02%29.84%33.56%0.28%10.95%22.76%11.38%25.85%27.44%
Net Profit286268274301205195236570278714285302
EPS in Rs2.862.752.732.971.561.922.295.762.807.222.883.24

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters33.84%33.84%33.84%33.84%33.83%
FII21.54%21.96%22.06%21.18%20.79%
DII21.96%22.02%22.20%23.46%24.18%
Government0.01%0.01%0.01%0.01%0.01%
Public18.27%17.85%17.59%17.27%17.00%
Others4.38%4.32%4.30%4.24%4.19%
Mar 2026
Promoters
FII
DII
Government
Public
Others

Events Timeline

Concall Transcript - FY2027

Jul 28, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 24, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 17, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

May 15, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

May 12, 2026PDFKnowledge Base Open