Incorporated in 1939, Tata Chemicals Ltd manufactures and exports basic chemistry and specialty products.
Q3 FY26 Earnings Results
- Revenue from Operations: Consolidated ₹3,550 cr, −1.1% YoY vs ₹3,590 cr, −3% QoQ vs ₹3,719 cr; subdued pricing, lower volumes in international soda ash, UK reconfiguration impact.
- EBITDA: ₹345 cr, −20.5% YoY vs ₹434 cr, margin 9.72% (−237 bps YoY); cost pressures offset by efficiencies.
- PAT: Consolidated net loss ₹69 cr vs loss ₹21 cr YoY (widened ₹48 cr), EPS negative; total comprehensive income ₹884 cr (OCI gains).
- Other key metrics: Other income ₹38 cr; board approved unaudited results Feb 2.
Management Commentary & Strategic Decisions
- Market headwinds in chemicals, but cost management resilient; standalone positive on volumes.
- Strategic moves: UK reconfiguration complete, focus on value-added products.
Q2 FY26 Earnings Results
- Revenue from Operations: Consolidated ₹3,877 cr, −3.1% YoY vs ₹3,999 cr, +4.3% QoQ vs ₹3,719 cr.
- EBITDA: ₹537 cr (−13% YoY vs ₹618 cr), margin compressed; standalone revenue ₹1,204 cr (+19% YoY), EBITDA ₹240 cr (+67% YoY).
- PAT: Consolidated ₹77 cr (−60% YoY vs ₹194 cr); standalone ₹178 cr (+80% YoY).
- Other key metrics: H1 revenue ₹7,596 cr (−2% YoY), PAT ₹535 cr (+21% YoY); cost control key.
Management Commentary Q2
- Standalone growth on volumes/costs; consolidated pressured by pricing/UK ops.
- Strategic moves: Cost discipline, non-cyclical products focus.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.