Outcome of the Board Meeting - May 4, 2026

Pat NegativeEbitda Margin CompressionExceptional ItemDebt Equity ThresholdResults View source PDF Explain this filing

TATACHEM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-1.5%Reaction day

₹810.10

prior close

₹790.10

announcement price

After-mkt

timing

Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)+0.2%-1.7% vs market

Commodity Chemicals peers, median of 53sector-0.2%-1.3% vs sector

On the reaction day the stock moved 1.7 pts less than Nifty Smallcap 250 and 1.3 pts less than its Commodity Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+2.1

10m

+1.6

15m

-0.1

30m

+1.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-1.5+0.2-1.7-0.2-1.3

Next day

+0.7+2.0-1.3+0.3+0.4

-0.9+3.0-4.0+1.4-2.3

-3.5+3.2-6.7+0.6-4.1

-6.2+2.1-8.3-0.2-6.0

-4.3-0.9-3.3-2.7-1.5

-6.8-0.6-6.2-1.3-5.5

15d

-3.3+0.7-4.0-0.2-3.1

-11.4+0.9-12.3-1.1-10.2

-13.7+7.0-20.7-2.2-11.5

-17.8+8.4-26.3+1.0-18.8

UpDownMarket · Nifty Smallcap 250Sector · Commodity Chemicals peers, median of 53Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Tata Chemicals reported a consolidated net loss of ₹1,715 crore for FY2026, a sharp reversal from a profit of ₹387 crore in FY2025, driven primarily by a ₹1,837 crore goodwill impairment charge on its US operations due to adverse market conditions and geopolitical factors. Revenue from operations declined marginally to ₹14,584 crore from ₹14,887 crore. The Basic Chemistry segment bore a loss of ₹1,311 crore due to the impairment, while EBITDA margin compressed to 4.14% from 5.58% in the prior year. Exceptional items net totaled ₹1,956 crore, including ₹65 crore additional costs from the UK Lostock plant closure and ₹54 crore from new Indian labour codes. The Board recommended a dividend of ₹11 per share (110%), unchanged from the prior year. Statutory auditors BSR & Co. LLP issued an unmodified opinion. The company has a net worth of ₹22,175 crore and total debt of ₹8,001 crore (Debt-Equity 0.36x).

Likely market impact

The large goodwill impairment and operating loss signal stress in the US business and legacy UK operations, though the underlying operating performance excluding one-time items remains under pressure. The unchanged dividend provides some comfort to shareholders despite the loss-making year.