• Growth and margin guidance: Tata Consumer Products expects continued double-digit revenue growth with EBITDA growing ahead of top line, an innovation-to-sales ratio target of 5%, and 30%+ growth across designated growth businesses.
• Acquisition recovery: Following supply-chain and transshipment disruptions in March, Capital Foods and Organic India are expected to rebound and normalize to 30%+ growth going forward.
• Emerging channels expansion: E-commerce and quick-commerce reached a 21% revenue share in Q4, while newer channels (vending, food service, and pharma) have achieved a combined annual run rate of nearly ₹300 crore with targeted 25–30% future growth.
• Starbucks store acceleration: After three consecutive quarters of positive same-store sales growth driven by recovering discretionary footfall, the company plans to accelerate store additions, including expanding premium Reserve format stores.
• International and cost outlook: International businesses are guided to grow mid-to-high single digits with margin expansion aided by softening coffee prices, while essential food and beverage positioning allows calibrated price hikes against input cost inflation.