ALFA Finder| Revenue growth | Q2 +8% YoY; H1 +11% YoY |
|---|---|
| Margins | Consolidated EBITDA margin 9% vs 14% PY |
| Demand visibility | Industrial demand weak; recovery described as gradual |
| Management confidence | Cautious; cycle called challenging near-medium term |
Growth
Consolidated revenue +8% YoY to ₹4,177 Cr; EBITDA -29% to ₹381 Cr; standalone EBITDA +22% to ₹292 Cr.
Outlook
No numeric guidance; cycle to stay challenging near-medium term. Capex: 210 KTPA IVSD Valinokkam, 82.5 KTPA IVSD Mithapur, 50 KTPA silica Cuddalore.
Risks
Soda ash oversupply, US unremunerative pricing, Middle East-driven energy and logistics costs, Kenya suspension, rising fixed costs.
Last quarter's promises, checked
Partly delivered
- Guided 82.5 KTPA Mithapur salt plant operational by FY-end → still listed as capex, no commissioning reported (= PARTIAL, not yet due)
- Guided 210 KTPA Valinokkam and 50 KTPA silica operational in 2028 → still listed as capex, no progress reported (= PARTIAL, not yet due)
Missed
- Guided ₹300 Cr net debt cut vs Mar → Sep-26 net ext debt ₹6,127 Cr vs Mar ₹5,961 Cr (+₹166 Cr) (= MISS)
Investor Presentation filed with NSE, NSE: TATACHEM. Summary written with AI assistance from the document.
Tata Chemicals Ltd: key numbers
- Share price
- ₹607.45
- Market cap
- ₹15,475 Cr
- Revenue (annual)
- ₹14,584 Cr
- Net profit (annual)
- ₹-1,896 Cr
- P/E (TTM)
- -7.2×Sector 28.2×
- 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 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 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.
Tata Chemicals Legal & Regulatory
Tata Chemicals provided a Regulation 30 update on its Kenyan subsidiary TCML. The Kenyan High Court ruled it lacks jurisdiction over the dispute with the Mining Ministry, which is now under government technical review.
Tata Chemicals Legal & Regulatory
Tata Chemicals Limited was directed by the Mumbai Centre for International Arbitration to pay ₹1 Crore in a dispute with Allied Silica Limited. This follows a significantly larger ₹908 Crore claim initially filed against the company.
- Value
- ₹1.00 Cr