Tata Steel Limited — PPTs, 30-07-2025: Investor Presentation

**1. Financial Highlights:**

Consolidated revenue for the quarter was Rs 53,178 Cr (down 5% QoQ). Adjusted EBITDA impressively grew to Rs 7,456 Cr (Rs 10,470/ton), driven by market and cost efficiencies. Reported PAT rose to Rs 2,007 Cr, and Net Debt significantly reduced to Rs 84,835 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Kalinganagar's 5 MTPA blast furnace and 2.2 MTPA CRM complex are ramping up. Decarbonization efforts advance with UK's Electric Arc Furnace groundbreaking and India exploring new technologies. Quarterly capex was Rs 3,829 Cr.

**3. Business Developments:**

India deliveries were flat QoQ due to a blast furnace relining. Yet, the company achieved record 1Q Hi-end Auto sales, expanded retail via 'Aashiyana' omnichannel, and saw 4x growth in Solar sales.

**4. Market Position & Competitive Advantage:**

An Rs 11,500 Cr cost transformation program realized Rs 2,900 Cr this quarter, enhancing competitiveness. India's strong steel demand contrasts with subdued EU/UK markets, where digital platforms are enhancing customer interaction.

**5. Investor Implications:**

Strong operational performance and significant debt reduction signal improved financial health. Strategic investments in India and decarbonization efforts indicate positive growth potential. Global steel price trends are a key factor to monitor.