Tata Chemicals Limited · NSE:TATACHEM
Tata Chemicals — Q2 FY2026 Earnings Presentation
18 slides from Tata Chemicals's earnings presentation, Nov 1, 2025
Slide 1: Submission of Analysts/Investors Presentation cover letter
November 1, 2025 The General Manager The Manager Corporate Relations Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra-Kurla Complex, Bandra (E) Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 500770 Symbol:
Slide 2: Chemistry of Sustainable Growth
Chemistry of Sustainable Growth Investors Communication Quarter and Half Year Ended 30 September 2025
Slide 3: Safe Harbour Statement
Safe Harbour Statement This Presentation, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar expressions
Slide 4: Financial Highlights
Financial Highlights Quarter and Half Year Ended 30 September 2025
Slide 5: Performance Highlights
Performance Highlights Q2FY26 H1FY26 Geography Demand Sentiment India ↑ Sales Volumes* Sales Volumes* (Soda Ash, Bicarb and Salt) (Soda Ash, Bicarb and Salt) China ↓ 1,355 Kts (CQ) vs. 1,264 Kts 2,620 Kts (CY) vs. 2,593 Kts (PQ) vs. 1,317 Kts (PY) (PY) Asia ex. China & India ↑ Europe ↓ Revenue Reven
Slide 6: Financial Snapshot - Quarter Ended 30 September 2025
Financial Snapshot Higher sales volumes in India, offset by lower realisation across all geographies, leading to drop in EBITDA For the Quarter Ended 30 September 2025 Consolidated | ₹ Crore Revenue EBITDA Profit Before Tax Profit After Tax 3,877 3,999 3,719 649 618 360 348 537 301 316 267 219 Q2FY2
Slide 7: Financial Snapshot - Half Year Ended 30 September 2025
Financial Snapshot Higher sales volumes in India, offset by lower realisation across all geographies, leading to drop in EBITDA For the Half Year Ended 30 September 2025 Consolidated | ₹ Crore Revenue EBITDA Profit Before Tax Profit After Tax 7,596 7,788 1,186 1,192 535 442 661 617 H1FY26 H1FY25 H1F
Slide 8: Sales and EBITDA Bridge
Sales and EBITDA Bridge Sales Bridge | ₹ Crore EBITDA Bridge | ₹ Crore 7,788 7,596 1,192 77 1,186 21 171 65 18 -2% -1% H1FY25 Volume & Mix Price H1FY26 H1FY25 Volume & Mix Price* Fixed Cost H1FY26 Sales decline due to lower realization Lower contribution offset by fixed cost control * Price includes
Slide 9: Unit Wise Profit & Loss
Unit Wise Profit & Loss Statement of Profit and Loss for the Quarter Ended September 2025 Units Consolidated India US UK Kenya Rallis Var vs Var vs Var vs Var vs Var vs Var vs ₹ Crore CQ PQ PY CQ PQ PY CQ PQ PY CQ PQ PY CQ PQ PY CQ PQ PY PY PY PY PY PY PY Revenues 3,877 3,719 3,999 (122) 1,204 1,169
Slide 10: Balance Sheet
Balance Sheet Consolidated (₹ Cr) Standalone (₹ Cr) Particulars 30-Sep-25 31-Mar-25 30-Sep-25 31-Mar-25 Non - Current Assets 32,200 31,060 21,262 20,778 Inventories 2,626 2,558 859 947 Investments 674 805 245 397 Trade Receivables 2,060 1,900 206 252 Cash and Bank Balance 462 615 47 71 Others Curren
Slide 11: Sales Volume
Sales Volume Key Products India US Kenya India UK India UK 849 802 868 1,651 1,692 62 56 52 118 104 444 407 397 851 797 58 62 77 120 146 73 72 75 145 150 15 12 27 19 39 599 542 1,141 632 1,220 371 335 322 706 647 47 44 91 33 65 192 198 390 159 326 Q2FY26 Q1FY26 Q2FY25 H1FY26 H1FY25 Q2FY26 Q1FY26 Q2F
Slide 12: Historical Financial Trends
Historical Financial Trends 3,789 3,999 3,877 1,166 1,219 1,169 1,204 3,730 3,475 3,590 3,509 3,719 1,093 1,090 1,047 1,009 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 700 30% 1,000 40% 900 35% 649 600 25% 618 22% 23% 800 30% 574 19
Slide 13: Strategic Priorities
Strategic Priorities Paving the Path Forward Operational and functional Focus Areas & Projects performance through • Innovation ESG Focus • Digitalization Sustainable & Ethical • ESG Rating maintained at “Adequate” by CRISIL • People Excel Impacts • Biogenic fuel (biomass) trials progressing in Indi
Slide 14: Annexure: Tata Chemicals Background
Annexure Tata Chemicals Background
Slide 15: Our Facilities - India Operations
Our Facilities - Footprint Across 4 Continents India Operations - 11 Manufacturing Units Installed Capacity Installed Capacity Major Products Soda Ash: 1,091,000 MTPA Prebiotic: 5,000 MTPA Crop Care, Crop Protection and Seeds Bicarb: 290,000 MTPA Specialty Silica:10,800 MTPA (Herbicides, Fungicides
Slide 16: Our Facilities - International Operations
Our Facilities - Footprint Across 4 Continents International Operations - 4 Manufacturing Units Installed Capacity Installed Capacity Installed Capacity Soda Ash: 2,540,000 MTPA Bicarb: 90,000 MTPA Soda Ash: 350,000 MTPA Salt: 430,000 MTPA Pharma Salt : 70,000 MTPA Location Location Location Wyoming
Slide 17: Our Facilities - R&D Centers
Our Facilities R&D Centers Tata Chem India Innovation Centre Rallis India R&D Centre 200+ 3 451 Technically Skilled State-of-the-art Patents Filed Scientists in R&D Innovation Centers 176 Granted
Slide 18: Thank You
Thank You For any queries, please contact below : Vijay Furia vfuria@tatachemicals.com Damini Jhunjhunwala djhunjhunwala@tatachemicals.com