ALFA Finder| 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
- ₹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
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%.
Tata Chemicals Results Update
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
Q2FY27 consolidated revenue ₹4,177 Cr (+8% YoY), EBITDA ₹381 Cr (-29%), PAT loss ₹(50) Cr. H1 revenue ₹8,432 Cr (+11%). Strategy: pivot toward stable, application-led LIFE businesses.
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
- Net loss ₹50 Cr
Tata Chemicals Other Announcement
Tata Chemicals disclosed an ESG score of 68.74 from Niche Ninety Nine, an unengaged provider. The score uses public FY2025-26 data; no operational impact.
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.