ALFA Finder| Revenue growth | 14% YoY consolidated revenue growth. |
|---|---|
| Margins | EBITDA margins impacted by lower US export pricing to SE Asia. |
| Demand visibility | Stable bicarbonate demand; subdued technical grade demand. |
| Management confidence | Positive medium-to-long-term outlook despite near-term pricing headwinds. |
Growth
Revenue grew 14% YoY to ₹4,255 Cr, driven by higher volumes across all business segments despite lower realizations.
Outlook
Major capex focused on Salt (210 KTPA), Silica (50 KTPA), and Bicarbonate (40 KTPA) expansions to drive growth.
Risks
Near-term margin pressure from Middle East conflict raising energy/freight costs and lower realizations in overseas subsidiaries.
Last quarter's promises, checked
Delivered
- Guided non-soda ash revenue growth → delivered 14% YoY growth (= BEAT)
- Guided net debt ~₹6,000 Cr → delivered ₹5,692 Cr (= BEAT)
- Guided focus on Living/Farm Essentials → delivered 25% and 7% growth (= BEAT)
Partly delivered
- Guided ₹1,300 Cr FY27 capex → delivered multiple KTPA expansions active/underway (= PARTIAL)
Missed
- Guided US pricing to remain range-bound → delivered lower realizations impacting margins (= MISS)
Investor Presentation 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
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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
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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