Tata Steel FY26 Investor Presentation: EBITDA Jumps 35%, PAT Nearly Triples

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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

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AI summary

Tata Steel shared FY26 investor presentation at 119th AGM. Revenue grew to Rs 2.32 lakh cr (from Rs 2.18 lakh cr). EBITDA jumped 35% to Rs 34,848 cr; PAT nearly tripled to Rs 10,886 cr from Rs 3,174 cr. EPS rose to Rs 8.7 and dividend to Rs 4/share. Plans to scale capacity from 27.4 to 40+ MTPA including a 6 MTPA greenfield in Maharashtra. Cost program delivered Rs 10,868 cr savings, hitting 95% of target. EBITDA margin improved 320 bps YoY. Capex stood at Rs 14,026 cr in FY26. Net zero target by 2045.

Likely market impact

Strong FY26 with EBITDA up 35% and PAT nearly tripling signals improving profitability. Multi-year capacity expansion plans point to future growth.