Tata Consumer
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Signals
JPMorgan stays Overweight on Vishal Mega Mart, eyes ~100-store FY26 push
JPMorgan reiterates Overweight on Vishal Mega Mart with TP Rs 145, citing aggressive ~100-store rollout in FY26 and resilient SSSG. Dabur held Neutral on 10% commodity inflation (TP Rs 525); Tata Consumer Overweight (TP Rs 1340) on double-digit growth. Pine Labs TP cut to Rs 185 from Rs 260.
NDTV Profit · 5/29/2026, 4:05:11 AM
Tata's ₹10 lakh crore wipeout drags Trent, TCS as governance cloud thickens
Tata Group's listed market cap has shed nearly ₹10 lakh crore since September 2024, falling 28.7% to ₹24.4 lakh crore amid succession uncertainty at Tata Trusts and Sons. Retail-facing Trent is down ~40%, with Tata Motors and Tata Consumer also bruised by FPI outflows.
The Hindu BusinessLine · 5/19/2026, 4:57:30 PM
Nuvama's Roy flags 3-4% pricing revival as FMCG Q4 cushion; Marico, Nestle, Britannia called safer bets
Abneesh Roy expects steady Q4 FMCG updates with 3-4% pricing growth aiding revenue, but warns input costs and demand destruction remain risks. Retail names may outperform staples on store expansion, while Marico, Tata Consumer, Nestle and Britannia screen as safer picks versus Dabur and Emami.
CNBC-TV18 · Retail · 5/14/2026, 1:19:54 AM
Monika Alcobev FY26 PAT jumps 39% to ₹32.14 cr as premium spirits portfolio drives 28% revenue growth
Luxury liquor importer Monika Alcobev posts FY26 PAT of ₹32.14 cr (+39.07%) on revenue of ₹301.16 cr (+27.53%), riding demand for Jose Cuervo, Remy Martin and Cointreau. Results land alongside Titan Q4 PAT ₹1,179 cr (+35.4%) and Kalyan Jewellers ₹409.5 cr, though Urban Company loss widens to ₹161 cr.
The Hindu BusinessLine · 5/13/2026, 8:30:55 PM