| Revenue growth | 14% consolidated, 10% standalone YoY |
|---|---|
| Margins | Soda ash margins compressed by Chinese exports; India margins sustainable at 18% |
| Demand visibility | Stable in Living essentials; challenging near-term for Industrial soda ash |
| Management confidence | High on non-cyclical portfolio shift and resilient demand |
Growth
Consolidated revenue up 14%. Standalone revenue up 10%, EBITDA up 35%, and PAT up 12%.
Outlook
Annualized capex guided near depreciation levels (~INR 1,200 Cr). New salt and silica plants operational by 2028.
Risks
Global soda ash oversupply from China, elevated freight costs due to Middle East tensions, and high energy costs.
Last quarter's promises, checked
Delivered
- Guided FY27 capex ~INR 1,300 Cr → delivered ~INR 1,200 Cr (= BEAT)
- Commitment to grow non-soda ash revenue → delivered 14% YoY growth (= BEAT)
- Commitment to maintain balance sheet strength → delivered INR 300 Cr debt reduction (= BEAT)
Partly delivered
- Targeted India margins sustainability → delivered 18% despite Chinese dumping (= PARTIAL)
Investor Presentation 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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