TATACHEMNSEQ4FY26May 4, 2026

Tata Chemicals Limited

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Key numbers — 40 extracted
rs,
ied. Important factors that could make a difference to the Company’s operations include, among others, economic conditions affecting demand / supply, price conditions in Government policies and regula
₹ 1,837
sh realisations • Fixed expenses and capex for FY26 lower than FY25 • In US, impairment charge of ₹ 1,837 Cr on goodwill & ₹ 182 Cr of deferred tax assets write off recognized amidst the current soda ash ma
₹ 182
expenses and capex for FY26 lower than FY25 • In US, impairment charge of ₹ 1,837 Cr on goodwill & ₹ 182 Cr of deferred tax assets write off recognized amidst the current soda ash market conditions. • Deb
14%
ategic direction of the Company is on track: ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Non-Soda ash revenue grown by 14% from ₹ 6,118 Cr in FY25 to ₹ 6,946 Cr in FY26 in line with Company’s focus to grow non-cyclical bus
₹ 6,118
rection of the Company is on track: ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Non-Soda ash revenue grown by 14% from ₹ 6,118 Cr in FY25 to ₹ 6,946 Cr in FY26 in line with Company’s focus to grow non-cyclical business Expansi
₹ 6,946
is on track: ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Non-Soda ash revenue grown by 14% from ₹ 6,118 Cr in FY25 to ₹ 6,946 Cr in FY26 in line with Company’s focus to grow non-cyclical business Expansion of Soda Ash plant (
1 MT
K, is now delivering additional volumes in FY26. Mithapur, Gujarat facility achieved production of 1 MTPA of Soda Ash during the year Timely cessation of the Lostock UK soda ash plant in Jan 2025 helped
3000 MT
rb plant in Singapore announced in Dec 2025, completed successfully in Mar 2026 Pearl grade Silica 3000 MTPA capacity at Cuddalore commissioned in Nov 2025 FOS L 55 – 4500 MTPA capacity at Mambattu commiss
4500 MT
n Mar 2026 Pearl grade Silica 3000 MTPA capacity at Cuddalore commissioned in Nov 2025 FOS L 55 – 4500 MTPA capacity at Mambattu commissioned in Dec 2025 5MW Solar plant, Solar Pond & 50 kT Electric calci
5MW
alore commissioned in Nov 2025 FOS L 55 – 4500 MTPA capacity at Mambattu commissioned in Dec 2025 5MW Solar plant, Solar Pond & 50 kT Electric calciner soda ash plant in Kenya operationalized Laid foun
₹ 3,438
39 Kts (PY) Sales Volumes* (Soda Ash, Bicarb and Salt) 5,358 Kts (CY) vs. 5,218 Kts (PY) Revenue ₹ 3,438 Cr (CQ) vs. ₹ 3,550 Cr (PQ) vs. ₹ 3,509 Cr (PY) Revenue ₹ 14,584 Cr (CY) vs. ₹ 14,887 Cr (PY) EB
₹ 3,550
olumes* (Soda Ash, Bicarb and Salt) 5,358 Kts (CY) vs. 5,218 Kts (PY) Revenue ₹ 3,438 Cr (CQ) vs. ₹ 3,550 Cr (PQ) vs. ₹ 3,509 Cr (PY) Revenue ₹ 14,584 Cr (CY) vs. ₹ 14,887 Cr (PY) EBITDA ₹ 274 Cr (CQ) v
Guidance — 1 items
Notes
opening
Bio-diversity Preserve Natural Capital, conservation & restoration of biodiversity • Cumulative capacity of 826.8 million cubic feet (MCFT) of water harvesting capacity created • Total whale sharks which have been rescued and released are 1028 since start of the project 15 Excel Embed Expand Awards & Accolades Celebrating Excellence Tata Chemicals secured Rank 2 in Chemicals & Industrial Gases category at India’s Most Sustainable Companies (IMSC) 2024–25 by BW Businessworld.
Speaking time
Notes
1
Opening remarks
Notes
Above financials are for Continuing Operations Consolidated financials is after adjusting SPV & other adjustments Rallis’ financials represent 100% share. Consolidated numbers is after adjustment of Rallis India’s NCI * Includes Novabay w.e.f. 1 January 2026 (transaction successfully completed on 19th Mar 2026) 1. 2. 3. Before exceptional items and after JV share Before exceptional items and NCI After exceptional items and NCI 9 Financial Snapshot Higher sales volumes in India, offset by lower realisation across all geographies, leading to drop in EBITDA For the Quarter Ended 31 March 2026 Consolidated | ₹ Crore Revenue EBITDA Profit Before Tax Profit After Tax 3,438 3,550 3,509 274 345 327 Q4FY26 Q3FY26 (19) Q4FY25 (37) Q4FY26 Q3FY26 Q4FY25 (15) (12) Q4FY26 Q3FY26 Q4FY25 Q4FY26 Q3FY26 Q4FY25 (145) (279) Standalone | ₹ Crore 1,254 Revenue 1,204 1,219 EBITDA Profit Before Tax Profit After Tax 216 228 230 55 87 102 48 87 97 Q4FY26 Q3FY26 Q4FY25 Q4FY26 Q3FY26 Q4FY25 Q4FY26 Q3FY26 Q4FY25 Q
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