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Tata Chemicals Limited is a global sustainable chemistry solutions company and part of the Tata Group. It operates in two main segments: Basic Chemistry Products and Specialty Products. The Basic Chemistry segment produces inorganic chemicals like soda ash, salt, and sodium bicarbonate for industries such as glass, detergents, food, and pharmaceuticals. The Specialty Products segment includes specialty silica, prebiotics, and agri-inputs. The company has manufacturing facilities in India, USA, UK, and Kenya. It is a major producer of soda ash and sodium bicarbonate globally and a market leader in India's branded iodized salt segment. Tata Chemicals also offers consumer products like Tata Salt and Tata Sampann food products. Through its subsidiary Rallis India, the company has a strong presence in crop protection and seeds business. Tata Chemicals is focused on innovation, with research centers working on areas such as nanotechnology and biotechnology.
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Company insights, generated from the most recent coverage.
ROCE fell from 12.37% in FY23 to -3.09% in FY26 as capital deployment for battery materials outpaced revenue growth, signaling severe short-term capital inefficiency.
Continuing expansion in battery materials production despite weak near-term domestic demand from cell manufacturers, betting on long-term EV adoption and potential export opportunities.
The Quarter story
The two most recent quarterly results, compared side-by-side.
India and Rallis lead a strong earnings recovery, offsetting persistent losses in the US and UK.
India PAT grew from ₹99 Cr to ₹343 Cr from Q2 2024-25 to Q1 2026-27 — strong domestic earnings drive recovery
US PAT fell from ₹65 Cr to ₹-130 Cr from Q2 2024-25 to Q1 2026-27 — regional headwinds drag down group profits
Standalone EBITDA margin expanded from 14% to 28% from Q2 2024-25 to Q1 2026-27 — tight cost control boosts core profitability
UK PAT worsened from ₹-59 Cr to ₹-68 Cr from Q2 2024-25 to Q1 2026-27 — persistent operational losses continue
Rallis PAT recovered from ₹-32 Cr to ₹125 Cr from Q4 2024-25 to Q1 2026-27 — agri-business segment returns to profit
Kenya PAT dropped from ₹40 Cr to ₹-7 Cr from Q2 2024-25 to Q1 2026-27 — East Africa margins face severe pressure
Consolidated revenue rebounded from ₹3,509 Cr to ₹4,255 Cr from Q4 2024-25 to Q1 2026-27 — top-line stabilizes after mid-year dip
Net debt rose from ₹5,329 Cr to ₹5,692 Cr from Q3 2024-25 to Q1 2026-27 — elevated leverage requires monitoring