Tata Steel has released a presentation covering the financial results for the quarter ended September 30, 2025. The presentation highlights the company’s commitment to zero harm, community initiatives, and strategic updates, including decarbonisation efforts and capacity expansion plans. The results presentation provides an overview of the company’s operational and financial performance, along with key strategic priorities for sustainable growth and value creation.
Strategic Priorities
Tata Steel is focused on several key strategic areas:
- Leadership in India
- Leadership in Technology & Digital
- Consolidating position as a global cost leader
- Leadership in Sustainability
- Becoming Future Ready
- Robust Financial Health
Decarbonisation Initiatives
Tata Steel is actively pursuing decarbonisation across its geographies.
- India: Multiple initiatives are underway to achieve ‘responsible’ growth, including commissioning scrap-based EAF plant in Ludhiana, reducing coal usage, and collaborating with academia on new technologies.
- UK: Pursuing decarbonisation to reduce 50 mn tons CO2e over the decade with EAF steelmaking.
- Netherlands: Signed non-binding JLol with Dutch government for transition to low carbon production.
India Capacity Expansion
Tata Steel is scaling up in India to capitalize on growth opportunities with brownfield optionality across multiple sites:
- 5 MTPA at Kalinganagar with ramp up underway
- 0.75 MTPA EAF at Ludhiana, with 90% of civil works completed
Segment Leadership Strategy
Multi-pronged strategy to enable leadership in chosen segments:
- Supplier of choice in Auto
- Growing high margin Retail
- Capital goods
- Energy
- Packaging
- Tubes
- Construction & Infra
- Consumer Durables
- Distribution – B2SME
Financial Performance
Key financial highlights for Tata Steel Consolidated:
- Total revenue from operations: Rs. 58,689 crores
- EBITDA: Rs. 9,106 crores
- Reported PAT: Rs. 3,183 crores
Competitiveness and Efficiency
Tata Steel is enhancing competitiveness through cost and efficiency programs, with a targeted cost transformation program across geographies. Achieved 94% compliance to 1HFY26 plan.
Improvement in costs is computed vs. average FY2025 baseline
Operational Excellence
Consolidated EBITDA improved by ~280 bps for the half year despite global headwinds.
Source: BSE
