Assembled from the company's filings and exchange data as of today. Download PDF renders this page on the server; the narrative sections arrive with the Nexa composer.
Dossier · TATA CHEMICALS LTD · 29 October 2026Page 1 of 3
Company Dossier
MarketPing Research · factual · no rating expressed
TATA CHEMICALS LTD
NSE: TATACHEM · BSE: 500770
NSE: TATACHEM · BSE: 500770
Commodities › Chemicals › Chemicals & Petrochemicals › Commodity Chemicals
TATA CHEMICALS LTD
StateQ1 FY27 filed
Last close · 28 Oct 2026₹602.00
Market cap₹15.4k cr
TTM P/E · P/B · EV/EBITDA— · 0.69 · 741.0
TATA CHEMICALS LTD is a Chemicals & Petrochemicals company listed on NSE. The annual-report business brief for this company has not been generated yet; the numbers below are as filed.
What a broker report prints here — the analyst's thesis. This dossier prints the filed record instead; the narrative read of the latest results, the guidance ledger and the earnings-call summary are the composer's sections (INSTITUTIONAL-PLAN.md M3) and are not yet produced.
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 12,622 | 16,789 | 15,421 | 14,887 | 14,584 |
| EBITDA (ex other income) | 2,294 | 3,822 | 1,986 | 1,828 | (151) |
| margin % | 18.2 | 22.8 | 12.9 | 12.3 | (1.0) |
| Owners' profit | 1,258 | 2,317 | 268 | 235 | (1,896) |
| EPS, as reported (₹) | 49.37 | 90.95 | 10.52 | 9.23 | (74.42) |
| ROE % · ROCE % | 7.3 · 6.5 | 11.8 · 10.4 | 1.9 · 4.2 | 1.7 · 2.9 | (7.7) · (3.2) |
| Debt / equity (x) | 0.36 | 0.30 | 0.24 | 0.31 | 0.36 |
| Cash from operations | 1,644 | 2,971 | 3,016 | 1,761 | 1,269 |
| Capex | (1,277) | (1,578) | (1,834) | (2,005) | (1,205) |
Source: SEBI results XBRL as filed with BSE/NSE; EBITDA excludes other income.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · TATA CHEMICALS LTD · 29 October 2026Page 2 of 3
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3,999 | 3,590 | 3,509 | 3,719 | 3,877 | 3,550 | 3,438 | 4,255 |
| Profit before tax | 304 | (36) | (116) | 318 | 181 | (110) | (2,015) | 127 |
| Net profit | 267 | (21) | (49) | 316 | 154 | (69) | (2,116) | 60 |
| EPS (₹) | 7.61 | (2.08) | (2.19) | 9.89 | 3.02 | (3.65) | (83.68) | (0.67) |
Source: quarterly results as filed; the balance sheet is filed half-yearly and is not repeated here.
Exhibit 3: Segment revenue, FY26
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Basic chemistry products | 11,521 | 78.9 |
| Specialty products | 2,173 | 14.9 |
| Specialiy products | 903 | 6.2 |
| Total, before eliminations | 14,597 | 100.0 |
Source: the filed segment block, four quarters summed.
Exhibit 4: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| TATA CHEMICALS LTD ◆ | 15,351 | — | 0.69 | 139.2 | (7.7) | (5.0) | 7.4 | 14.4 |
| DEEPAK FERTILIZERS & PETR | 14,679 | 14.9 | 1.97 | 11.1 | 9.9 | 8.4 | 14.6 | 26.1 |
| GUJ NAR VAL FER & CHEM L | 7,529 | 7.3 | 0.83 | 5.4 | 8.9 | 10.3 | 8.7 | 22.1 |
| TANFAC INDUSTRIES LTD. | 6,923 | 56.6 | 18.55 | — | 18.8 | 24.3 | — | 16.0 |
| GUJARAT ALKALIES & CHEM | 4,105 | 61.8 | 0.79 | 8.7 | (0.0) | 0.7 | 12.4 | 18.4 |
| GHCL LIMITED | 3,565 | 7.8 | 1.00 | 4.7 | 13.3 | 16.6 | 1.1 | 23.9 |
| GRAUER & WEIL IND LTD | 3,543 | 21.6 | 3.28 | 14.4 | 15.2 | 19.2 | 14.5 | 20.4 |
| J.G.CHEMICALS LIMITED | 2,179 | 29.0 | 4.03 | 22.2 | 12.7 | 16.9 | — | 11.5 |
Source: exchange data and filed statements via the screener; multiples at current prices.
Exhibit 5: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/B | 0.7 | 1.4 | 12 of 60 | 81% |
| ROCE | (5.0) | 6.0 | 56 of 62 | 10% |
| ROE | (7.7) | 5.0 | 52 of 60 | 14% |
| Debt / Equity | 0.4 | 0.2 | 38 of 60 | 37% |
| EBITDA margin | 14.4 | 13.3 | 24 of 58 | 60% |
| Revenue growth | 14.4 | 6.7 | 18 of 54 | 68% |
| Profit growth | (81.0) | 21.0 | 52 of 64 | 19% |
| Market cap | 15351 | 98 | 1 of 66 | 100% |
Source: MarketPing peer ranks; a rank is a measurement, not a view.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · TATA CHEMICALS LTD · 29 October 2026Page 3 of 3
Exhibit 6: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 28 Oct 2026 · Tata Chemicals to hold second-quarter and half-year FY27 investor call | board shareholder meetings | low | — | — |
| 28 Oct 2026 · Tata Chemicals board to approve Q2 and half-year results on November 7 | results | low | — | — |
| 24 Oct 2026 · Kenya High Court ends Magadi notice proceedings | regulatory legal | high | — | — |
| 16 Oct 2026 · Arbitration win: 908 crore claim rejected, 1 crore direction under review | regulatory legal | high | — | — |
| 6 Oct 2026 · Supreme Court restrains Gujarat Govt from coercive action against Tata Chemicals | regulatory legal | high | — | — |
| 5 Oct 2026 · Tata Chemicals files quarterly demat compliance certificate for Q2 FY26 | compliance | minimal | — | — |
| 29 Sept 2026 · Tata Chemicals denies knowledge of Tata Sons listing-related negotiations | regulatory legal | high | — | — |
| 29 Sept 2026 · Tata Chemicals: Exchange seeks clarification on Tata Sons listing news | regulatory legal | high | — | — |
| 26 Sept 2026 · UK Subsidiaries Auditor Change: KPMG LLP Resigns, KNAV Appointed | management changes | low | — | — |
| 21 Sept 2026 · Tata Chemicals trading window closed for Q2 results | compliance | minimal | — | — |
Source: exchange announcements; each reaction is measured from the close before the filing. Next day = the close one session after the reaction day (the first session that could trade the filing).
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in