| 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
- ₹643.75
- Market cap
- ₹16,400 Cr
- Revenue (annual)
- ₹14,584 Cr
- Net profit (annual)
- ₹-1,896 Cr
- P/E (TTM)
- -7.6×Sector 37.5×
- Promoter holding
- 37.98%+0.00% QoQ
- FII holding
- 12.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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