Tata Chemicals Limited — Investor Meet, 06-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Chemicals Q3FY26: Consolidated revenue INR 3,550 Cr (-1% YoY), EBITDA INR 345 Cr, hit by global soda ash oversupply/low prices. Standalone revenue INR 1,204 Cr (+3%), EBITDA INR 228 Cr (+9%) on strong volumes/cost control. Strategic CAPEX ongoing in India for salt, silica, dense ash. Also expanding value-added bicarbonate via Novabay acquisition & Kenya plant. US curtailing low-margin exports. Management cautious near-term but confident in disciplined strategy and asset strength.