Tata Steel Limited — PPTs, 06-02-2026: Investor Presentation

Tata Steel reported strong Q3FY26 performance. Consolidated EBITDA hit Rs 8,309 Cr, up 39% YoY, with revenues at Rs 57,002 Cr. India operations shone, delivering Rs 8,291 Cr EBITDA (23% margin) on best-ever quarterly deliveries of 6.04 mn tons, up 14% YoY.

Strategically, the company is doubling down on India with investments in volume growth, downstream value-added products, and low-carbon technologies. Recent moves include acquiring a majority stake in Tata Steel Colors Pvt Ltd and Thriveni Pellets. Significant cost savings of Rs 8,600 Cr were achieved in 9MFY26.

Capital expenditure was Rs 3,291 Cr for the quarter. Net debt impressively declined by Rs 5,206 Cr QoQ to Rs 81,834 Cr. Management noted strong India demand driving growth, while UK faces subdued demand. E-commerce platforms saw 68% YoY GMV growth. The company is actively pursuing decarbonization in UK and Netherlands.