Motilal Oswal's research report on Tata Consumer Products
Tata Consumer Products’ (TATACONS) FY25 annual report highlights the management’s strategic efforts to reinforce its foundation by broadening distribution reach and market presence, driving growth through portfolio expansion, pursuing new opportunities, and prioritizing innovation. The key takeaways are as follows: TATACONS has successfully balanced the Growth and Core businesses, maintaining leadership in Tea and Salt while expanding its Health and Wellness portfolio. Its Growth businesses, including Tata Sampann and Soulfull, now contribute 28% to total sales, driven by innovation and strong execution. Although the Tea segment was muted, the Salt segment remained robust, while newer categories showed strong traction and improvement in profitability.
Outlook
We expect a revenue/EBITDA/PAT CAGR of 8%/13%/20% over FY25-27 and arrive at our SoTP-based TP of INR1360. We reiterate our BUY rating.
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