Tata Chemicals Ltd — Q2FY27 earnings call summary

Filed 11 November 2026 · Official transcript

UK operations impacted by high energy and logistics costs; outlook tied to cost moderation
Capex budget ~1,000 Cr for FY27 and FY28 including growth projects
Standalone Q2 FY27 revenue 1,303 Cr +8% y-y; EBITDA 292 Cr +22% y-y; PAT 122 Cr -31% y-y
Consolidated Q2 FY27 revenue 4,177 Cr +8% y-y; EBITDA 381 Cr down from 537 Cr; loss after tax 50 Cr
US business acquired Searles Valley contracts for 2 years; logistics proximity expected to improve margins
Global soda ash market challenged by oversupply, especially from China; India demand remains healthy
Focus on operational excellence, cost management, and capital discipline amid geopolitical and market uncertainties
Kenya operations suspended; legal and administrative processes ongoing with commitment to resume