Tata Chemicals Q2 FY27: PAT ₹60 & Rev ₹4,255 Cr

1 Financial Results 🔴 High Importance Neutral 📄 PDF

Investor Takeaways

Revenue grew 14% YoY to ₹4,255 crores in Q1FY27

EBITDA declined to ₹555 crores from ₹649 crores in the same period

PAT fell sharply to ₹60 crores from ₹316 crores YoY

OPM declined to 13.16% from 15.45% in Q2FY25

Market Cap: ₹19,078.7 Cr; P/E Ratio: -47.1

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹4,255 Cr	+14%
Net Profit	₹60 Cr	-81%
EBITDA	₹555 Cr	-15%
EPS	[amount not verified]	-83%
OPM	13.16%	↓ from 15.45%

What Changed

Tata Chemicals reported consolidated revenue of ₹4,255 crores for Q1FY27, up 14% YoY, driven by volume growth. However, EBITDA declined to ₹555 crores from ₹649 crores, and PAT fell to ₹60 crores from ₹316 crores, indicating significant margin pressure. The decline in profitability occurred despite revenue growth, reflecting challenges from lower overseas realizations. Management highlighted transition to non-cyclical segments and portfolio reshaping as strategies to stabilize earnings. The company's OPM fell to 13.16% from 15.45% in the previous quarter, signaling ongoing operational headwinds. Current fundamentals show a P/E ratio of -47.1, indicating un profitability on a trailing basis. The market cap stands at ₹19,078.7 Cr, with shares trading at a discount to peers despite the revenue growth.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Tata Chemicals	-47.1	N/A	N/A	19,078.7
Solar Industries India	132.27	N/A	N/A	1,56,674.48
Pidilite Industries	75.73	N/A	N/A	1,49,378.89
SRF Limited	69.51	N/A	N/A	79,723.46

Tata Chemicals trades at a significant discount to peers on P/E multiple, reflecting market skepticism about its profitability trajectory despite revenue growth.

Risks & Concerns

Margin pressure from export pricing challenges

Sharp decline in PAT (-81% YoY) despite revenue growth

Negative P/E ratio indicating un profitability

OPM decline to 13.16% from 15.45% in Q2FY25

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	3,590	-21	12.09
Q2FY25	3,999	267	15.45
Q1FY25	3,789	190	15.15
Q4FY24	3,475	-841	12.75

The company's profitability has shown volatility over the last four quarters, with PAT turning negative in Q4FY24 and Q3FY25 before a partial recovery in Q2FY25, followed by another decline in Q1FY27. The recent PAT of ₹60 crores represents a significant drop from the ₹267 crores recorded in Q2FY25.

2 Financial Results 🔴 High Importance Neutral 📄 PDF

📢 Key Event
Audio recording of analysts/investor call for Q1 FY27 approved by board

💡 Investor Takeaway
The call provides insights into quarterly results and future strategy for shareholders.

Tata Chemicals announced an audio recording of its analysts/investor call for the quarter ended June 30, 2026, approved by the board on July 27, 2026, with the link provided for record-keeping purposes.

3 Financial Results 🔴 High Importance Neutral 📄 PDF

📢 Key Event
Tata Chemicals submitted investor presentation for Q1FY27 financial results

🔄 What Changed
Net profit turned positive at ₹60 crores (from ₹279 crore loss), revenue grew to ₹4,255 crores YoY, and net debt decreased to ₹5,692 crores

🔮 What's Next
The company emphasized sustainability-driven demand from solar PV and EVs, and potential synthetic capacity rationalization supporting medium-to-long-term outlook

💡 Investor Takeaway
Shareholders should note the company's shift toward sustainable growth with improved profitability and strategic capacity expansion in core segments

Tata Chemicals reported consolidated net profit of ₹60 crores for Q1FY27, reversing a ₹279 crore loss in Q4FY26 and up from [amount context mismatch] crore in Q1FY26, driven by higher volumes and improved realizations despite lower overseas pricing. Revenue rose to ₹4,255 crores YoY, with Living Essentials contributing ₹1,064 crores and Farm Essentials showing strong growth. EBITDA declined 14% YoY to ₹555 crores due to export pricing pressures, but standalone EBITDA improved. Net debt fell to ₹5,692 crores as of June 2026, aided by asset monetization. The company highlighted strategic investments in sustainability and capacity expansion, including new soda ash and bicarbonate plants, while maintaining focus on non-cyclical growth segments.

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About Tata Chemicals Limited (TATACHEM)

Chemicals · Chemicals · Listed on NSE

Market Cap: ₹16,140.08 Cr ROE: -9.3% ROCE: -4.0% Div Yield: 1.74%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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