Tata Chemicals announced its Q3FY26 results with revenue from operations at ₹3,550 Cr, a 1% decrease compared to Q3FY25. EBITDA stood at ₹345 Cr, impacted by subdued pricing across geographies. The company is focused on protecting margins and preserving cash flows amidst challenging market conditions, while continuing to invest in growth opportunities such as a new greenfield facility for iodised salt.
Financial Performance Overview
Tata Chemicals reported consolidated revenue from operations of ₹3,550 Cr for the quarter ended December 31, 2025 (Q3FY26), a 1% decrease compared to the same quarter last year. The company’s EBITDA for the quarter was ₹345 Cr, primarily due to lower prices across various regions.
Standalone performance was supported by higher volumes and cost management. However, consolidated performance was impacted by low prices in export markets, particularly in Southeast Asia.
Key Financial Highlights
- Revenue from operations: ₹3,550 Cr (down 1% YoY)
- EBITDA: ₹345 Cr (compared to ₹434 Cr in Q3FY25)
- Exceptional charge: ₹54 Cr (related to new labour code)
- Profit After Tax (before exceptional items and NCI): ₹(15) Cr (compared to ₹49 Cr in Q3FY25)
Standalone Performance
Standalone revenue from operations was ₹1,204 Cr, a 3% increase year-over-year, driven by higher volumes. Standalone EBITDA was ₹228 Cr, a 9% increase compared to the previous year.
Strategic Developments and Outlook
The company is focused on high-margin, specialty chemical businesses, evident in the acquisition of Novabay Pte. Limited. The transaction is expected to close in Q4FY26.
The Board approved an investment of ₹515 crore to establish a greenfield manufacturing facility for Iodised Vacuum Salt Dried (IVSD) in Tamil Nadu, with a capacity of 210 kilo tonnes per annum (KTPA). This underscores the company’s commitment to its consumer products portfolio.
Full Year Outlook
Revenue from operations stood at ₹11,146 Cr, down by 2% compared to 9MFY25. EBITDA stood at ₹1,531 Cr, slightly lower than ₹1,626 Cr in 9MFY25. Profit After Tax (before exceptional items and NCI) stood at ₹520 Cr.
Source: BSE
