
India's coffee and tea renaissance: Are the stocks poised to ride the wave?
CCL Products (India) Ltd: Buy above ₹1,070 | Stop ₹995 | Target ₹1,220 (multiday)Tata Consumer Products Ltd: Buy above ₹1,060 | Stop ₹995 | Target ₹1,180 (multiday)India's coffee and tea sectors have demonstrated remarkable resilience and growth momentum in FY26. The coffee export milestone of $1.86 billion by February FY26 represents a significant achievement, with the sector consistently recording over $1 billion in annual exports for the fifth consecutive year.
The Coffee Board of India attributes this success to a strong rebound from the previous record of $1.8 billion, indicating sustained and accelerating demand from global markets.Tea exports have similarly performed well, reaching $934.9 million by February FY26, representing 11% year-on-year growth. The cumulative performance reflects India's exceptional performance in 2025, when tea exports reached a record 280 million kg with export earnings of approximately ₹8,488 crore.
Orthodox tea exports specifically surged 20% to 128.47 million kg, demonstrating the growing preference for premium tea varieties.• Sustainability and premium positioning: Indian coffee's competitive advantage rests on distinctive production characteristics that differentiate it in global markets. The sector's emphasis on Geographical Indication (GI) products—such as Darjeeling, Nilgiri, Araku, and Coorg—provides significant upside potential.
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