Tata Chemicals Ltd (BOM:500770) Q4 2025 Earnings Call Highlights: Navigating Challenges and ...

GuruFocus News

Thu, May 8, 2025, 12:19 AM 3 min read

• Consolidated Revenue (Q4): ?3,509 crores

• Consolidated EBITDA (Q4): ?327 crores

• Consolidated PAT Before Exceptional Item (Q4): Negative ?12 crores

• Standalone Revenue (Q4): ?1,219 crores

• Standalone EBITDA (Q4): ?230 crores

• Standalone PAT from Continuing Operations (Q4): ?197 crores

• Consolidated Revenue (FY 2025): ?14,887 crores

• Consolidated EBITDA (FY 2025): ?1,953 crores

• Consolidated PAT Before Exceptional Item (FY 2025): ?479 crores

• Standalone Revenue (FY 2025): ?4,441 crores

• Standalone EBITDA (FY 2025): ?818 crores

• Standalone PAT from Continuing Operations (FY 2025): ?524 crores

• Soda Ash Capacity Commissioned: 230 kilotons

• Bicarb Capacity Commissioned: 140,000 kilotons

• Exceptional Charge (UK): ?55 crores

• Pharma Salt Capacity Commissioned (UK): 70,000 kilotons

• Warning! GuruFocus has detected 4 Warning Sign with BOM:500770.

Release Date: May 07, 2025

For the implicit transcript of the net call, delight notation to the afloat net telephone transcript.

• Tata Chemicals Ltd (BOM:500770) reported a consolidated gross of ?14,887 crores for FY 2025, indicating a beardown wide performance.

• The institution successfully commissioned 230 kilotons of Soda Ash and 140,000 kilotons of Bicarb capableness successful India, which are present afloat operational.

• Kenya operations saw higher income measurement and amended realization owed to a absorption connected the home African market, contributing positively to margins.

• The UK operations are transitioning towards high-grade value-added products, with the commissioning of a 70,000 kilotons Pharma Salt capacity.

• The institution remains focused connected sustainability and operational efficiencies, aiming to maximize volumes and amended escaped currency flow.

• The institution reported a PAT earlier exceptional point of antagonistic ?12 crores for Q4, indicating fiscal challenges.

• Soda Ash prices declined by implicit 25% from the erstwhile twelvemonth owed to accrued supply, peculiarly from China, impacting revenue.

• The U.S. concern faced borderline compression, particularly successful exports, owed to pricing challenges successful Southeast Asian markets.

• UK operations incurred an further exceptional complaint of ?55 crore owed to regulatory and contractual obligations.

• The planetary marketplace conditions stay challenging with muted maturation successful the U.S. and Western Europe, affecting demand.

Q: Can you explicate the interaction of the Minimum Import Price (MIP) connected the Indian business's improved performance? A: Ramakrishnan Mukundan, Managing Director and CEO, stated that the improved show was not influenced by the MIP, which was not a origin successful their results.