Tata Consumer Q4 FY25: Profit margin likely hit by rising tea prices

Fast-Moving Consumer Goods (FMCG) Tata Consumer Products’ profit margins could be impacted by inflation in tea prices. Analysts have projected a low to mid-single-digit volume growth for tea and salt portfolios due to price hikes. 

“Rural growth will outpace urban markets that continue to face cost-related headwinds. The sequential improvement in volume trends through margins is expected to be hit due to inflation in tea, coconut oil and palm oil. Capital Foods and Organic India are expected to post a revenue of ₹ 3,207 in the quarter,” Nuvama said in a note. 

NourishCo is expected to grow at 5 per cent during the quarter. 

“The salt segment is expected to post a strong quarter on the back of price hikes. Tata Consumer Products will report a 17 per cent increase in revenue and an 18 per cent decline in the profit for March,” Motilal Oswal stated.  

Tata Consumer will be announcing its Q4 and FY25 results later today.

International Busines

The company’s international business will likely see a one per cent year-on-year growth in constant currency.

“Mid-single digit year-on-year volume decline in the UK due to high base while the US is expected to witness up to 6 per cent year-on-year volume growth,” added Nuvama. 

Published on April 23, 2025