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Tata Consumer Share Price: Shares of Tata Consumer Products declined as much as 3 per cent in the early hours of trade on Tuesday, after the company reported its financial results for the quarter ended September 2025. As of 11:15 am, the stock was trading at Rs 1,166, down by 2.79 per cent from the previous close.

The company's revenue from operations stood at Rs 4,965.90 crore, marking a 17.9 per cent increase as compared to Rs 4214.45 crore in the previous year.

The profit after tax (PAT) rose 11.1 per cent year-on-year (YoY), to Rs 397.05 crore, as compared to Rs 359.34 crore.

Its earnings before interest, tax, depreciation and amortisation (EBITDA) grew 7.3 per cent to Rs 672 YoY.

CLSA has maintained a 'hold' rating on Tata Consumer Products, with its target price raised to Rs 1,097 from Rs 1,065. The revision in target price comes after the company's financial performance surpassed the estimates, driven primarily by strong double-digit growth in its Tea and Salt segments.

The brokerage noted that the growth in the India-branded business was propelled by a favourable mix of both price hikes and volume increases.

Notably, Tata Consumer’s growth businesses, which include segments like ready-to-drink beverages, jumped by 27 per cent, and the brokerage expects a 30 per cent growth in these high-growth segments over the medium term.

Morgan Stanley has maintained an 'overweight' rating on Tata Consumer Products and raised its target price to Rs 1,265 from Rs 1,221. The brokerage highlighted that Tata Consumer’s growth portfolio, which accounts for around 30 per cent of total sales, is expected to continue driving a 30 per cent topline growth in the near term, particularly in the next 200 days.

Morgan Stanley also anticipates a significant improvement in the company's EBITDA margin, forecasting it to rise to 15 per cent by 4QFY26, up from 13.5 per cent in 2Q.

The brokerage expects the India-based operations to maintain stable margins, while the non-branded business has largely normalised.

For the international segment, particularly in the US, margins are expected to recover within 1 to 1.5 quarters, as US coffee prices ease. Over the medium term, Tata Consumer is targeting a margin range of 17 to 20 per cent.

Additionally, tea prices have fallen by 20 per cent YoY, supporting margin stability. NourishCo, Tata Consumer's health and wellness portfolio, is accelerating its growth, with the volume-value gap narrowing.

Goldman Sachs has maintained its 'buy' rating on Tata Consumer while raising the target price to Rs 1,350 from Rs 1,290.

Jefferies has maintained a 'hold' rating on Tata Consumer and has raised the target price to Rs 1,210 from Rs 1,100.

Citi has maintained its 'buy' rating on Tata Consumer while raising the target price to Rs 1,375 from Rs 1,275.

JP Morgan has maintained its 'neutral' rating on Tata Consumer with the target price of Rs 1,100.

Currently working as a trainee Sub-Editor at Zee Business, Shristi Rani is passionate about storytelling and delivering content that engages diverse audiences across digita