Investor Presentation

July 24, 2026 National Stock Exchange of India BSE Limited The Calcutta Stock Limited Phiroze Jeejeebhoy Towers Exchange Limited Exchange Plaza, C-1, G Block Dalal Street 7 Lyons Range Bandra Kurla Complex, Bandra (E) Mumbai 400 001 Kolkata 700 001 Mumbai 400 051 Scrip Code – 10000027 Scrip Code – TATACONSUM Scrip Code – 500800 (Demat) 27 (Physical) Sub: Investor Presentation on Unaudited Financial Results for the quarter ended June 30, 2026 Dear Sir/Madam, In accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”), we are submitting the Investor Presentation concerning the Unaudited Financial Results for the quarter ended June 30, 2026. Additionally, the above presentation is also being made available on the website of the Company at https://www.tataconsumer.com/investors/investor-relations/results-and-presentation/analyst-presentation. We request you to take this on record and to treat the same as compliance with the applicable provisions of the SEBI Listing Regulations. Thanking you. Yours Truly, For Tata Consumer Products Limited Delnaz Dara Harda Company Secretary & Compliance Officer ACS 73704 Encl.: as above 11/13 Botawala Building 1st Floor Office No 2-6 Horniman Circle Fort Mumbai 400 001 India Tel: 91-22-6121-8400 | Fax: 91-22-61218499 Registered Office: Tata Centre, 1st Floor, 43, Jawaharlal Nehru Road, Kolkata – 700 071 Corporate Identity Number (CIN): L15491WB1962PLC031425 Email: investor.relations@tataconsumer.com Website: www.tataconsumer.com Public Investor Presentation For the quarter ended June 2026 24th July 2026 Disclaimer Certain statements made in this presentation relating to the Company’s objectives, projections, outlook, expectations, estimates, among others may constitute ‘forward-looking statements’ within the meaning of applicable laws and regulations. Actual results may differ from such expectations, projections etc., whether express or implied. These forward-looking statements are based on various assumptions, expectations and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, competitive intensity, pricing environment in the market, economic conditions affecting demand and supply, change in input costs, ability to maintain and manage key customer relationships and supply chain sources, new or changed priorities of trade, significant changes in political stability in India and globally, government regulations and taxation, climatic conditions, natural calamity, commodity price fluctuations, currency rate fluctuations, litigation among others over which the Company does not have any direct control. These factors may affect our ability to successfully implement our business strategy. The company cannot, therefore, guarantee that the ‘forward-looking’ statements made herein shall be realized. The Company, may alter, amend, modify or make necessary corrective changes in any manner to any such forward looking statement contained herein or make written or oral forward-looking statements as may be required from time to time on the basis of subsequent developments and events. Investor Presentation | July 2026 2 We are Tata Consumer Products Largest salt brand 2nd Largest tea 3rd largest tea #1 natural mineral National brand India’s leading 4th largest R&G Leading organic in India brand in India brand in UK & water brand in in pulses, spices, Desi-Chinese bags coffee brand F&B and herbal largest tea brand India dry fruits and brand in USA supplements in Canada other staples brand IN A NUTSHELL Integrated F&B #2 branded ₹ 20.3k crore Reach of 290mn Among the 10,000+ company tea player globally consolidated revenue households in India top 10 FMCG employees with rich heritage of in FY26 with a market and distribute to companies in India worldwide Tata, aspiring for a cap of ~₹106k* Cr 4.5mn retail outlets larger share of the FMCG World * As of 30th June 2026. Investor Presentation | July 2026 3 Sunil D’Souza Managing Director & Chief Executive Officer Executive Summary International business1 grew 16% Consolidated revenue grew 12%, (3% in constant currency terms), with the India business delivering with the US business delivering 7% 13% underlying volume growth. constant currency growth. India Tea volumes grew 2%, Non-branded business declined 7% revenue declined 4% as the benefit (10% in constant currency terms) as of lower tea cost was passed on to a sharp fall in global coffee prices consumers. impacted realizations. Consolidated EBITDA grew 19%, Salt delivered 7% revenue growth, ` with margins expanding 70 bps YoY led by 7% volume growth. to 13.6%. 14 new products were launched ‘Growth businesses’ grew 47% YoY during the quarter, with a strong and scaled to 36% of the India innovation pipeline in place for the business. rest of the year. ❖Tata Sampann +58% ❖RTD revenue +41% Tata Starbucks’ revenue grew ❖Capital Foods and Organic India 11% YoY with a healthy same- +35% combined. store sales growth. 1Does not include the export revenues of Capital Foods and Organic India. Investor Presentation | July 2026 5 Key Business Snapshot Q1 FY27 In ₹ Cr. India Salt India Tea/Coffee Growth Businesses* International Non-Branded Consolidated Revenue Revenue Revenue Revenue Revenue Revenue 1,090 1,234 1,314 1,245 498 5,349 CC CC CC 7% -4% 47% 16% 3% -7% -10% 12% 9% *Growth Business includes Tata Sampann, Ready-to-Drink, Tata Soulfull, Vending, Capital Food and Organic India (including overseas revenue). CC = Constant currency. Investor Presentation | July 2026 6 Summary of Consolidated Financial Performance Q1 FY27 In ₹ Cr (except per share data). Revenue EBITDA PBT (bei) Net Profit EPS Adjusted EPS* 5,349 730 592 427 4.31 4.67 Growth Growth Margin Growth Margin Growth Margin 12% 19% 13.6% 27% 11.1% 29% 8.0% *Adjusted for exceptional items and amortization expenses of Capital Foods and Organic India. Investor Presentation | July 2026 7 Strategic Priorities Strengthen core & Build on new Drive execution Create a Drive digital Embed accelerate growth opportunities excellence future-ready & innovation sustainability businesses everyday organization Investor Presentation | July 2026 8 India Business – Strengthening Our Brands Strengthen core & accelerate growth businesses A&P-to-Sales* Q1FY27 6.1% *India Business Investor Presentation | July 2026 9 ‘Growth’ Businesses – Scaling to 36% of India Business Strengthen core & accelerate growth businesses Growth Businesses as a % of India Business Revenue growth YoY 31% 28% 28% FY21 FY22 FY23 FY24 FY25 FY26 Q1FY26 Q1FY27 Includes overseas revenues for Capital Foods and Organic India. Investor Presentation | July 2026 10 Innovation Drive Digital & Innovation Health & Wellness Convenience Premiumization Investor Presentation | July 2026 11 Sustainability Leadership Embed sustainability Scores out of 100 Tata Consumer Products Limited Dec 04, 2025 FOA Food Products 58 61 Member of: FY24 FY25 FY26 Score used for DJSI World index selection Dec 04, 2025 62 FY25 FY26 Tata Consumer Products earned a place on the prestigious Consistent improvement in ESG performance reflected in Dow Jones Sustainability World Index, reflecting rising independent assessment scores across leading commitment to sustainable and responsible growth. rating agencies. Investor Presentation | July 2026 12 India Tea/Coffee Volumes grew 2%. An unusually strong summer impacted category growth. Revenue declined 4%, reflecting pass-through of lower tea costs to consumers. Coffee grew 24% during the quarter. Volume Revenue +2% -4% Investor Presentation | July 2026 13 Salt Salt volumes and revenue grew 7%. Calibrated price increases were actioned to offset input cost inflation. Value added salts delivered a volume growth of 13%. Volume Revenue +7% +7% Investor Presentation | July 2026 14 Tata Sampann Tata Sampann1 continued strong momentum with 58% revenue growth. Growth was broad-based across catego [Showing first 8,000 characters — download PDF for full document]