Financial Results - Standalone Q2 FY27

  • Revenue from operations: ₹1,303 Cr, up 8% YoY
  • EBITDA: ₹292 Cr, up 22% YoY
  • Profit After Tax from continuing operations: ₹122 Cr, down 31% YoY
  • Growth driven by higher volumes and realizations, partially offset by cost increases

Financial Results - Consolidated Q2 FY27

  • Revenue from operations: ₹4,177 Cr, up 8% YoY
  • EBITDA: ₹381 Cr (compared to ₹537 Cr in Q2 FY26)
  • Loss After Tax: ₹50 Cr (compared to Profit After Tax of ₹219 Cr in Q2 FY26)
  • Performance impacted by lower realizations in overseas subsidiaries, higher energy and logistics costs in UK, temporary suspension of Kenya operations, reduced other income, and lower JV income
  • Net debt (without leases) as of September 30, 2026: ₹6,127 Cr

Financial Results - Standalone H1 FY27

  • Revenue from operations: ₹2,584 Cr, up 9% YoY
  • EBITDA: ₹656 Cr, up 29% YoY
  • Profit After Tax from continuing operations: ₹465 Cr, down 4% YoY

Financial Results - Consolidated H1 FY27

  • Revenue from operations: ₹8,432 Cr, up 11% YoY
  • EBITDA: ₹936 Cr (compared to ₹1,186 Cr in H1 FY26)
  • Profit After Tax (before exceptional items and NCI): ₹10 Cr (compared to ₹535 Cr for H1 FY26)

Management Commentary

R. Mukundan, Managing Director & CEO, highlighted resilient operating performance despite challenging global environment. Key challenges included:

  • Global oversupply and subdued demand for soda ash
  • Unremunerative pricing for US exports to Southeast Asia
  • Sharp rise in UK natural gas costs
  • Prolonged Middle East conflict driving inflation in inputs (limestone, CO₂), energy, freight, and logistics
  • Temporary suspension of Kenya operations

Business Segment Outlook

Living Essentials: Positive demand outlook supported by premiumisation and increasing consumption across food, feed, pharmaceutical and beverage applications. Salt and bicarbonates expected to provide stable growth, prebiotics offer long-term opportunities.

Industrial Essentials: Near to medium term outlook remains challenging due to excess global capacity, weak pricing and geopolitical and cost pressures. Focus on improving efficiency and optimizing global manufacturing footprint.

Farm Essentials: Uneven rainfall and delayed sowing affected demand during parts of the quarter, although Kharif acreage recovered. Weather volatility, crop-price movements and elevated input costs remain key near-term risks.

Strategic Focus

Company continues to advance its LIFE strategy, shaping portfolio towards sustainability-led, application-focused and less cyclical businesses while strengthening core operations competitiveness. Immediate priorities include operational excellence, structural cost reduction, cash generation and disciplined capital allocation.

Additional Information

Results available on company website: www.tatachemicals.com