c has reported a 14% year-on-year increase in consolidated revenue from operations to Rs. 4,255 crore for the quarter ended June 30, 2026, driven by higher sales volumes.
However, consolidated profit after tax fell sharply to Rs. 60 crore from Rs. 316 crore a year earlier as weak soda ash prices in overseas markets continued to weigh on earnings.
The company's consolidated EBITDA declined to Rs. 555 crore from Rs. 649 crore in the corresponding quarter last year, primarily due to lower realisations in overseas subsidiaries, particularly exports from the US to Southeast Asia.
Standalone performance remained stronger, with revenue from operations rising 10% year-on-year to Rs. 1,281 crore. Standalone EBITDA increased 35% to Rs. 364 crore, supported by higher volumes and better realisations, while profit after tax from continuing operations grew 12% to Rs. 343 crore.
Net debt, excluding leases, stood at Rs. 5,692 crore as of June 30, 2026, declining from the previous quarter following asset monetisation.
Commenting on the results, R. Mukundan, Managing Director s CEO, Tata Chemicals Limited, said, “During Ǫ1FY27, amidst challenging external environment, the Company delivered a resilient performance, supported by higher sales and production volumes, strong operating efficiencies and disciplined cost management. However, exports from USA to Southeast Asia remained under pressure due to persistent unremunerative soda ash pricing.
"Financial results of the Company are aligned with the LIFE (Living, Industrial, Farm Essentials) strategy, reshaping portfolio towards sustainability-led, application-focused businesses while maintaining strength in core capabilities. Thus, transitioning the portfolio to non-cyclical segments, with focused capital allocation to build a structurally resilient growth platform with stable earnings."
Living Essentials: Demand outlook remains positive, supported by premiumization in food, feed, pharma and beverage. Core products such as salt and bicarbonates should deliver stable growth, while prebiotics are expected to grow faster due to rising health and wellness consumption trends.
Industrial Essentials (mainly Soda Ash): The near-term outlook remains challenging due to global oversupply, weak demand conditions, and excess industry capacity. Geopolitical tensions and elevated energy, raw material, and freight costs continue to pressure margins and realisations.
Farm Essentials (mainly Rallis): India's farm sector outlook remains moderately positive, supported by improved irrigation, technology adoption, government initiatives, and resilient rural demand. However, monsoon variability, potential El Niño conditions, and higher input costs remain key risks to agricultural output.
The company said consolidated revenue growth was led by higher volumes, although this was partly offset by lower realisations. Overseas operations continued to face pricing pressure amid global oversupply in the soda ash market and subdued demand.
