Tata Steel Limited — PPTs, 27-01-2025: Investor Presentation

**Financial Highlights:**

Consolidated adjusted EBITDA for Tata Steel reached ₹7,155 crore, reflecting a margin of 13%. The India segment showcases a stronger performance with an EBITDA margin of approximately 24%. The capital expenditure for the quarter was ₹3,868 crore, supporting ongoing and future projects.

**Strategic Initiatives and Growth Drivers:**

The largest blast furnace in India at Kalinganagar is ramping up production effectively, with the first annealed coil from the new 2.2 MTPA Cold Roll Mill produced in December 2024. Additionally, Tata Steel became the first Indian steelmaker to use biochar in blast furnace operations, marking a significant step toward carbon emission reduction.

**Business Developments:**

India's steel demand maintains a positive trajectory, with the company registering its best-ever third-quarter sales—up 4% QoQ and 8% YoY. The expansion of the Aashiyana e-commerce platform for Individual Home Builders is driving customer engagement and enhancing sales activities.

**Market Position and Competitive Advantage:**

Tata Steel continues to consolidate its position as a global cost leader, with ongoing structural transformations in its UK operations contributing to declining fixed costs.

**Investor Implications:**

The consistent growth trend, strong margins in the India segment, and innovative sustainability initiatives support a positive outlook for investors. However, macroeconomic factors like global steel prices and demand fluctuations in key regions should be monitored closely.