Tata Chemicals Limited has informed the Exchange about Investor Presentation
TATACHEM · price
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Tata Chemicals shared its investor presentation for Q4FY25 and FY25, reporting weak results. FY25 consolidated revenue fell 3% YoY to ₹14,887 Cr, while EBITDA dropped 31% to ₹1,953 Cr and PAT (before exceptional items) plunged 63% to ₹479 Cr. Q4FY25 turned a loss at the PAT level at ₹(12) Cr versus a profit of ₹145 Cr last year, with EBITDA down 26% YoY. Sales volumes for soda ash, bicarb and salt grew to 5,404 Kts from 5,196 Kts, but lower realisations and forex wiped out the volume gain. Net debt rose sharply to ₹5,515 Cr from ₹4,163 Cr due to higher working capital needs. Management cited soft demand-supply and tariff-related uncertainty in soda ash trade, and noted UK Lostock soda ash operations ceased in February 2025, while India soda ash and bicarb expansions were commissioned.
Despite volume growth, sharp declines in realisations, EBITDA and PAT signal significant margin pressure in the near term, which is likely to weigh on the stock. Rising debt and weak profitability in the US and UK segments add to concerns, though management expects medium-to-long-term demand from solar and EV applications to support recovery.