ALFA Finder| Revenue growth | Consolidated down 2% YoY; standalone up 3%. |
|---|---|
| Margins | EBITDA margins subdued due to price drops across all geographies. |
| Demand visibility | Flat near-term; robust India demand; solar glass driving future soda ash. |
| Management confidence | Confident in passing on cost increases; disciplined capital allocation. |
Growth
Consolidated revenue down 2% YoY; standalone revenue up 3% to ₹1,254cr; non-soda ash revenue grew 14% FY26.
Outlook
Planned FY27 capex of ₹1,300cr for maintenance and growth in silica/salt. Targeting 20%+ IRR on new projects.
Risks
Soda ash excess capacity; Middle East conflict impacting energy costs and shipping; unremunerative SE Asia market realizations.
Earnings Call filed with BSE, NSE: TATACHEM. Summary written with AI assistance from the document.
Tata Chemicals Ltd: key numbers
- Share price
- ₹609.70
- Market cap
- ₹15,532 Cr
- Revenue (annual)
- ₹14,584 Cr
- Net profit (annual)
- ₹-1,896 Cr
- P/E (TTM)
- -6.6×Sector 35.5×
- Promoter holding
- 37.98%+0.00% QoQ
- FII holding
- 11.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tata Chemicals Ltd
All →Tata Chemicals Earnings Call Transcript: Key Takeaways
Consolidated Q2 swung to a ₹50 Cr loss from prior-year profit as EBITDA fell to ₹381 Cr from ₹537 Cr on weak soda ash pricing, UK gas costs and the Kenya suspension. Standalone EBITDA rose 22%.
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Tata Chemicals' Q2FY27 standalone revenue rose 8% to ₹1,303 Cr, with EBITDA up 22%. Consolidated results show a ₹50 Cr loss after tax amid soda ash pricing pressure.
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Tata Chemicals Q2 FY27 Results: Net Loss of ₹50 Cr
Tata Chemicals Ltd reported revenue from operations of ₹4,177 Cr (+7.7% YoY) and a net loss of ₹50 Cr for Q2 FY27.
- Key figure
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