Tata Consumer targets 20%+ EBITDA margin long-term, up from 14% today
Chairman Chandrasekaran outlined a path from 14% to 17% medium-term and 20%+ long-term EBITDA via premiumisation, M&A and innovation. FY26 revenue rose 15% to Rs 20,290 cr, net profit up 20% to Rs 1,547 cr. Quick commerce now drives 35%+ of India business; acquired brands to add Rs 1,300 cr in FY26.
Tata Consumer targets 20%+ EBITDA margin long-term (from 14%) via premiumisation, acquisitions and innovation. FY26 revenue rose 15% to Rs 20,290 cr; quick commerce now over 35% of India business. Growth brands contribute 30%+ of portfolio.