Tata Chemicals Limited — PPTs, 03-02-2025: Investor Presentation

**Financial Highlights:** Tata Chemicals reported consolidated revenue of ₹3,590 Cr for the third quarter, down 4% from ₹3,730 Cr in the previous year. EBITDA fell 20% to ₹434 Cr, with net profit (PAT) significantly decreasing to ₹49 Cr from ₹194 Cr year-on-year. For the nine months ended December 2024, total revenue was ₹11,378 Cr, reflecting a 5% decline, while EBITDA dropped by 32% to ₹1,626 Cr. PAT also faced a notable decrease of 58% to ₹491 Cr.

**Strategic Initiatives and Growth Drivers:** The company continues to focus on maximizing production despite lower market prices affecting revenue. Significant capacity expansions in Soda Ash and Bicarbonate are underway, aiming to enhance operational efficiencies and cater to robust demand in markets like India and China.

**Business Developments:** Tata Chemicals is ceasing non-profitable soda ash operations in the UK, which could streamline operations and reduce losses. The company aims to invest in sustainable practices, enhancing its environmental and social governance (ESG) profile.

**Market Position and Competitive Advantage:** Despite a robust domestic market, demand has slightly declined in the US and Western Europe, indicating a need for strategic market adjustments. Tata's solid manufacturing capacity enhances its competitive positioning, especially in Asia.

**Investor Implications:** With production volume reaching an all-time high and strategic expansions underway, Tata Chemicals shows potential for recovery despite recent challenging market conditions. Investors should monitor growth in operational efficiencies and market performance closely.