Tata Chemicals Limited has informed the Exchange about Investor Presentation
TATACHEM · price
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Tata Chemicals shared its Q1FY26 (quarter ended June 30, 2025) investor presentation alongside its earnings. Consolidated revenue stood at ₹3,719 Cr, down about 2% from ₹3,789 Cr in the same quarter last year, hurt by lower soda ash prices and the closure of its Lostock (UK) plant. Despite the revenue dip, EBITDA rose 13% year-on-year to ₹649 Cr (from ₹574 Cr), supported by better product mix and fixed cost control. Profit after tax jumped to ₹316 Cr (from ₹175 Cr last year), aided by a ₹75 Cr income-tax refund. Net debt rose marginally to ₹4,972 Cr from ₹4,884 Cr in March 2025. Management flagged continued weakness in global soda ash markets with oversupply, high inventory and price pressure, while highlighting a positive medium-to-long term outlook from solar and EV demand.
Near-term margins remain under pressure from weak soda ash pricing globally, but the sharp EBITDA and PAT improvement versus last year signals resilient cost management. Investors should weigh short-term headwinds against the longer-term specialty and sustainability-driven growth story.