ALFA Finder| Revenue growth | Consolidated revenue grew 14% YoY driven by volume and salt pricing. |
|---|---|
| Margins | Margins compressed globally by energy/freight; expanded in India on volume efficiencies. |
| Demand visibility | Strong demand in salt and pharma; subdued global industrial soda ash. |
| Management confidence | Balanced: confident in India/Agri; cautious on global industrial soda ash pricing. |
Growth
Consolidated revenue up 14% YoY; Standalone revenue up 10% with EBITDA up 35% on higher salt/soda volumes.
Outlook
FY27-28 commissioning for 210KT salt and 50KT silica expansions; annual capex capped at depreciation levels.
Risks
Chinese soda ash inventory hits record highs; US/UK margin pressure from high logistics and energy costs.
Last quarter's promises, checked
Delivered
- Acquire Novabay Pte Limited → Completed March 19, 2026 (= BEAT)
- Operationalize 50KT electric calciner in Kenya → Completed in Q4 (= BEAT)
- Achieve 1 million tons soda ash production in Gujarat → Delivered (= BEAT)
Partly delivered
- Non-soda ash revenue growth focus → Grew 14% to INR 6,946Cr (= PARTIAL)
- UK PBT improvement → Higher than previous year but EBITDA hit by shutdown (= PARTIAL)
Missed
- Consolidated revenue growth → Down 2% YoY (= MISS)
- EBITDA INR 327Cr (Q4 last year) → INR 274Cr (= MISS)
- Consolidated PAT before exceptional items → Negative INR 279Cr (= MISS)
Earnings Call Transcript filed with NSE, NSE: TATACHEM. Summary written with AI assistance from the document.
Tata Chemicals Ltd: key numbers
- Share price
- ₹607.85
- Market cap
- ₹15,485 Cr
- Revenue (annual)
- ₹14,584 Cr
- Net profit (annual)
- ₹-1,896 Cr
- P/E (TTM)
- -6.5×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
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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.
Tata Chemicals Investor Presentation: Key Takeaways
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Tata Chemicals Q2 FY27 Results: Net Loss of ₹50 Cr
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- Key figure
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Tata Chemicals Board Meeting Date
Tata Chemicals will hold a board meeting on 7 November 2026 to approve half-year results. Trading window stays closed until 48 hours after publication.