Tata Consumer eyes ₹20,000 Cr revenue by FY26 as demand improves

• Tata Consumer Products targets ₹20,000 crore revenue by FY26, supported by stable tea prices and the withdrawal of US tariffs.
• The company expects stronger consumption trends by year-end due to lower GST, easing interest costs, and improved consumer sentiment.
• Tata Consumer aims for margins above 15% by year-end, benefiting from easing input pressures and zero US tea tariffs.
• The company is open to acquisitions in packaged foods, health, wellness, and nutrition, having recently acquired Soulfull, Capital Foods, and Organic India.
• Dairy is not a target category due to the significant investment required and misalignment with the company's operating model.

Why It Matters: Tata Consumer's growth plans reveal future market trends and investment potential.