Investor Presentation

October 26, 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 and half year ended September 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 and half year ended September 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 September 2026 26th October 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 | October 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 #1 salt #2 branded Among the Reach of 290mn 10,000+ top 10 FMCG company player in India tea player globally households in India employees with the rich heritage companies in India and distribute to worldwide of Tata, aspiring for a 4.5mn retail outlets larger share of the FMCG world Investor Presentation | October 2026 3 Sunil D’Souza Managing Director & Chief Executive Officer Executive Summary Consolidated revenue grew 14%, International business1 grew 7% with India business Underlying (-2% constant currency). Volume Growth at (UVG) 11% . Salt delivered 9% volume growth Non-branded business grew 12% and 15% revenue growth. (9% constant currency). Consolidated EBITDA grew 18%, India Tea volumes were flat; revenue ` with margins expanding 40 bps YoY was marginally lower YoY. to 14%. ‘Growth businesses’ grew 40% YoY. Tata Starbucks revenue grew 15% - a multi-quarter high, with ❖Tata Sampann +57% strong SSSG. ❖RTD +47% ❖Capital Foods and Organic India +15% combined. (+24% domestic growth, combined). 1Does not include the export revenues of Capital Foods and Organic India. Investor Presentation | October 2026 5 Key Business Snapshot Q2 FY27 In ₹ Cr. India Salt India Tea/Coffee Growth Businesses* International Non-Branded Consolidated Revenue Revenue Revenue Revenue Revenue Revenue 1,099 1,244 1,438 1,256 659 5,661 CC CC CC 15% -1% 40% 7% -2% 12% 9% 14% 11% *Growth Business includes Tata Sampann, Ready-to-Drink, Tata Soulfull, Vending, Capital Foods and Organic India (including overseas revenue). CC = Constant currency. Investor Presentation | October 2026 6 Key Business Snapshot H1 FY27 In ₹ Cr. India Salt India Tea/Coffee Growth Businesses* International Non-Branded Consolidated Revenue Revenue Revenue Revenue Revenue Revenue 2,189 2,478 2,752 2,501 1,156 11,010 CC CC CC 11% -3% 43% 11% 0% 3% 0% 13% 10% *Growth Business includes Tata Sampann, Ready-to-Drink, Tata Soulfull, Vending, Capital Foods and Organic India (including overseas revenue). CC = Constant currency. Investor Presentation | October 2026 7 Summary of Consolidated Financial Performance Q2 FY27 In ₹ Cr (except per share data). Revenue EBITDA PBT (bei) Net Profit EPS Adjusted EPS* 5,661 794 632 470 4.75 5.18 Growth Growth Margin Growth Margin Growth Margin 14% 18% 14.0% 21% 11.2% 16% 8.3% *Adjusted for exceptional items and amortization expenses of Capital Foods and Organic India. Investor Presentation | October 2026 8 Summary of Consolidated Financial Performance H1 FY27 In ₹ Cr (except per share data). Revenue EBITDA PBT (bei) Net Profit EPS Adjusted EPS* 11,010 1,523 1,224 897 9.06 9.85 Growth Growth Margin Growth Margin Growth Margin 13% 18% 13.8% 24% 11.1% 22% 8.2% *Adjusted for exceptional items and amortization expenses of Capital Foods and Organic India. Investor Presentation | October 2026 9 Strategic Priorities Strengthen core & Build on new Drive execution Create a Drive digital Embed accelerate growth opportunities excellence future-ready & innovation sustainability businesses every day organization Investor Presentation | October 2026 10 India Business – Strengthening Our Brands Strengthen core & accelerate growth businesses A&P-to-Sales* Q2FY27 H1FY27 5.5% 5.8% *India Business Investor Presentation | October 2026 11 ‘Growth’ Businesses – Scaling to 38% of India Business Strengthen core & accelerate growth businesses Growth Businesses as a % of India Business Revenue growth YoY 40% 15% FY21 FY22 FY23 FY24 FY25 FY26 Q2FY26 Q2FY27 Includes overseas revenues for Capital Foods and Organic India. Investor Presentation | October 2026 12 AI-led Transformation underway Drive Digital & Innovation Go-to-Market OOppeerraattiioonnss Project Pipeline Saathi AI Voice Agent TSE Calling Physical AI Next Wave AI sales companion for AI voice agent for AI coach for sales Computer vision in AI brains and agents general trade retailer ordering supervisors operations in the pipeline • Next-best action, pitch and • Reaches outlets in local • Daily calls flag where each • Tea: AI fine-leaf grading • Smart sourcing scheme guidance for languages when visits are team needs intervention replaces hand-and-eye checks • Agentic invoice validation & salesmen missed for uniform leaf pricing • Coaching on product pitch, payment • Turns every retailer • Personalized schemes and market working [Showing first 8,000 characters — download PDF for full document]