3 Coffee Stocks to Track as India’s Exports Hit $2 Billion

Synopsis: India’s coffee exports grew by 22  percent in 2025, driven by strong global demand and higher international prices despite lower volumes. This industry includes certain companies who have witnessed a 3 year sales CAGR of 104 percent.

India’s coffee exports have crossed a historic $ 2.06 billion mark in 2025, registering a strong  20 percent YoY growth, this is being driven primarily by robust global demand and sharply higher international coffee prices. Despite a marginal decline in export volumes, elevated realizations helped boost overall export value. Key markets such as Italy, Germany, Russia, Belgium, and the UAE accounted for a significant share of shipments, with Russia emerging as an important growth destination. Supply disruptions in major producing countries like Brazil and Vietnam further supported higher global prices, benefiting Indian exporters.

Europe continued to remain India’s largest coffee export destination, while demand from the Middle East stayed resilient. The strong performance reinforces India’s position among the leading global coffee exporters, supported by premium pricing for Indian Arabica and Robusta, growing acceptance of value-added coffee products, and focused export promotion initiatives. With global demand trends remaining favorable, India’s coffee export momentum is expected to sustain in the near term. The following are 3 stocks which have exposure in the coffee industry

Vintage Coffee & Beverages Ltd

Vintage Coffee and Beverages Limited was incorporated in 1980 and is engaged in the manufacturing and export of instant coffee, chicory, and a wide range of beverage products. The company focuses on developing and supplying spray-dried and agglomerated coffee blends, private-label products, and customized formulations for global clients across Europe, Asia, and other regions. 

Headquartered in Secunderabad, Telangana, Vintage Coffee and Beverages Limited derives nearly 90 percent of its revenue from exports. As of Q3FY26 the company has a total capacity of 11200 mt/yr, where 6500 mt/yr stands for Spray Dried & Agglomerated Instant Coffee, 1700mt/yr for Instant Chicory and 3000 mt/yr for Packing. 

In the latest quarter the company saw a YoY revenue growth of 71 percent, going from Rs 88 Cr in Q3FY25 to Rs 151 Cr in Q3FY26, while the QoQ went up by 11 percent from Rs 136 Cr in Q2FY26.The YoY Net Profits growth is at 58  percent, going from Rs 12 Cr in Q3FY25 to Rs 19 Cr in Q3FY26, while the QoQ growth stood at 5 percent from Rs 18 Cr in Q2FY26. 

The company has a 3 year profit CAGR of 73 percent, while the sales CAGR for the same period is at 104 percent. The company stock has given a 5 year compounded return of 77 percent, while the same number for 3 years is at 63 percent.

CCL Products (India) Ltd

CCL Products (India) Limited, incorporated on 22 March 1961 and headquartered in Hyderabad, Telangana, is a leading coffee producer, trader, and exporter. Apart from India and Vietnam the company also operates in Switzerland, Europe, offering instant coffee, roast & ground coffee, and flavored blends for B2B and B2C markets. CCL Products (India) Ltd has a total capacity of 77,000 MT, where India’s is at 40,000 MT, and  Vietnam’s is around 37,000 MT

In the latest quarter the company saw a YoY revenue growth of 38 percent, going from Rs 758 Cr in Q3FY25 to Rs 1,051 Cr in Q3FY26, while the QoQ went down by 7 percent from Rs 1,127 Cr in Q2FY26. The YoY Net Profits growth is at 58 percent, going from Rs 63 Cr in Q3FY25 to Rs 100 Cr in Q3FY26, while the QoQ fell by less than 1 percent from Rs 101 Cr in Q2FY26.

The company has a 3 year Profit CAGR of 15 percent, while the Sales CAGR for the same period is at 29 percent. Additionally, the company’s stock has given a compounded return of 23 percent in the last 3 years, but the same number for 5 years is at 32 percent.

Tata Consumer Products Ltd

Tata Consumer Products Ltd, incorporated in 1962 and headquartered in Mumbai, is a leading FMCG company of the Tata Group, with a strong presence in India and international markets. Apart from the company’s food and beverages segment TATA consumer has also seen a 56 percent growth in its coffee business in the domestic market. 

Moreover, the company’s international business  witnessed a 9 percent increase in Q2FY26, this business line also includes its US Coffee business, which has a 4.1 percent market share in the coffee bags space.  The company’s brands in this industry includes Tata Coffee Grand, Tata Coffee Gold, Sonnets by Tata Coffee, Tata Coffe and Tata Coffee Cold Brew. The company is also in a 50:50 joint venture with Starbucks Coffee Company to operate Starbucks outlets in India.

In the latest quarter TATA consumer saw a YoY revenue growth of 15 percent, going from Rs 4,444 Cr in Q3FY25 to Rs 5,112 Cr in Q3FY26, while the QoQ went up by 3 percent from Rs 4,966 Cr in Q2FY26. The YoY Net Profits growth is at 36 percent, going from Rs 282 Cr in Q3FY25 to Rs 385 Cr in Q3FY26, while the QoQ fell by 5 percent from Rs 407 Cr in Q2FY26. 

The company has a 3 year profit CAGR of 9 percent, and the sales CAGR for the same period is at 12 percent. The company’s stock has given a compounded return of 17 percent in the past 3 years.

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