Tata Steel Ltd 144A (TATLY) Q1 2027 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, good day and welcome to the Tata Steel earnings call. Please note that this meeting is being recorded. All the attendees' audio and video has been disabled from the backend and will be enabled subsequently. I would now like to hand the conference over to Ms. Samita Shah. Thank you and over to you, ma'am. Thank you, Shoham. Good afternoon, everyone, and welcome to this call to discuss our results for the first quarter of FY27. We declared our results yesterday, and I hope you've had a chance to go through the numbers. There's also a presentation which explains more details. To explain, to walk you through the results and answer any questions you may have, we have with us our CEO and Managing Director, Mr. T.V. Narendran. and our ED and CFO, Koushik Chatterjee. They will have shared some opening comments and then we will go into Q&A. Before I hand it over to them, I just want to remind you all that the discussions today will be governed by the Safe Harbor Clause, which is on page two of the presentation. Thank you and over to you, Narendra. Thank you. Thanks, Amita. And good morning, good afternoon, everyone. So let me share some of my thoughts with you and then hand over to Koushik. So Tata Steel has delivered a resilient performance in Q1 despite the challenging operating environment. The developments in West Asia continue to disrupt the supply chain and the Chinese steel exports of about 9 to 10 million tons a month also has had an impact on international prices. Of course, this has also led to many countries taking actions to protect themselves, which also has a consequence impact on the steel supply chains and on Tata Steel. Performance in some sense, Thank you very much. I would now like to make some comments on our performance in each geogr...