TATACONSUM

What Tata Consumer Products promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 22 tracked 7 delivered 4 missed 11 open
  • Growth Businesses Growth Rate delivered said Q1 FY26 Promised: 30% of the portfolio growing at 30% Q1 FY27: Growth businesses grew 47% in Q1, significantly exceeding the 30% target. Management reiterated the 30%+ target for the portfolio.
  • Tea Gross Margin went quiet said Q1 FY26 Promised: 34% to 37% by Q3 Q1 FY27: The specific 34-37% gross margin target for Q3 FY26 remains unaddressed. Management commented on current tea inflation but did not reference the old target.
  • India Foods Business EBITDA Margin on track said Q3 FY26 Promised: 17% plus in the longer term Q1 FY27: Management reiterated the long-term goal, clarifying the target range as 17% to 20% for the India Food business margin, keeping the promise on track.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 22 tracked commitments for Tata Consumer Products — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens