Tata Chemicals Limited has informed the Exchange about Investor Presentation
TATACHEM · price
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Tata Chemicals reported its Q2FY26 and H1FY26 results via an investor presentation. Consolidated Q2 revenue fell 3% YoY to ₹3,877 Cr, while EBITDA dropped 13% to ₹537 Cr and PAT declined 18% to ₹219 Cr, hurt by weak soda ash prices globally and pricing pressure across all regions. Volumes were a bright spot, rising 3% YoY to 1,355 Kts led by India. For H1FY26, revenue dipped 2% to ₹7,596 Cr and EBITDA was nearly flat at ₹1,186 Cr, though consolidated PAT grew 21% to ₹535 Cr. The US business saw a sharp EBITDA decline of 65% YoY, while India remained strong with EBITDA up 67% YoY. Net debt rose to ₹5,583 Cr from ₹4,884 Cr in March 2025.
Near-term pressure on profitability is evident as global soda ash prices hover near record lows and realizations remain weak, though management expects medium-to-long-term demand to improve from solar PV and EV growth. Rising debt and margin headwinds may weigh on the stock in the short term despite strong India performance.