Tata Consumer stock gets an INR 1,230 target from Motilal Oswal

Published on 10/08/2026 at 09:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Motilal Oswal retained a Buy view on October 6, 2026, as tea costs shaped its outlook. Q1 FY27 profit rose 29 percent to INR 4.27 billion.

Tata Consumer, INE192A01025, Illustration mit AI erstellt.

Tata Consumer Products stock (ISIN INE192A01025) was trading at INR 951.55 on the NSE on October 8, 2026 at 1:23 p.m. IST, down 1.75 percent from the prior close. Moneycontrol reported that Motilal Oswal reiterated a Buy rating in a report dated October 6, 2026.

Motilal Oswal targets INR 1,230

Motilal Oswal's target of INR 1,230 gives the analyst case a concrete valuation marker. The target lies 29.3 percent above the October 8 price, while the report projected revenue, EBITDA and profit growth at compound annual rates of 10 percent, 15 percent and 20 percent from fiscal 2026 to fiscal 2028.

The report linked the outlook to pricing actions in Tata Consumer's Indian tea business and continued expansion of its growth portfolio. It also identified weather-related pressure on Indian tea production as a cost factor, making margin protection central to the investment case.

Q1 growth broadens the portfolio

Zerodha reported that Tata Consumer's Q1 FY27 revenue from operations rose 12 percent year over year to INR 53.49 billion in the quarter ended June 30, 2026. Consolidated net profit increased 29 percent to INR 4.27 billion, while EBITDA grew 19 percent to INR 7.30 billion.

The operating mix is shifting beyond the traditional tea and salt base. The same Q1 FY27 summary said India's branded business delivered 13 percent underlying volume growth, while newer growth businesses rose 47 percent and reached 36 percent of the India business.

Consensus stays above the market price

Investing.com showed a Buy consensus from 26 analysts, with 23 Buy ratings, 3 Holds and 2 Sells. The average 12-month target was INR 1,343.00, with a high of INR 1,500 and a low of INR 1,124; the average target lies 41.1 percent above the October 8 price.

That spread puts the analyst consensus above Motilal Oswal's target, but the share price remains inside its current 52-week range of INR 945 to INR 1,282.70. The contrast is clear: earnings growth is accelerating in newer businesses, while tea costs and the valuation multiple remain key variables.

Tata Consumer stock trades near its yearly low

Tata Consumer stock was trading at INR 951.55 on the NSE on October 8, 2026 at 1:23 p.m. IST, with volume of 322,429 shares and a market capitalization of INR 941.7 billion. Its 52-week range was INR 945 to INR 1,282.70.