Mumbai : Tata Chemicals Limited today announced its financial results for the quarter and full year ended March 31, 2026, reflecting a resilient operational performance despite a challenging global environment marked by pricing pressures and geopolitical uncertainties.
For Q4 FY26, the company reported consolidated revenue from operations of ₹3,438 crore, registering a marginal decline of 2% year-on-year, primarily due to lower realizations, partially offset by improved volumes in India. EBITDA stood at ₹274 crore compared to ₹327 crore in the corresponding quarter last year, impacted by subdued global pricing and increased fixed costs.
Profitability remained under pressure, with Profit After Tax (before exceptional items and NCI) at ₹(279) crore. The company also recognized exceptional charges, including goodwill impairment in the US and deferred tax asset write-offs, reflecting ongoing stress in global soda ash markets.
For the full year FY26, consolidated revenue stood at ₹14,584 crore, down 2% year-on-year, while EBITDA was reported at ₹1,805 crore. Profit After Tax (before exceptional items) declined to ₹241 crore compared to ₹479 crore in FY25.
Commenting on the performance, R. Mukundan, Managing Director & CEO, said the company continues to navigate a volatile external environment with disciplined cost management and a strong focus on margin protection and cash flow preservation. He highlighted that pricing pressures across geographies, especially in Southeast Asia, and ongoing geopolitical tensions have limited visibility for near-term recovery.
On the operational front, the Mithapur facility in Gujarat achieved a significant milestone, reaching 1 million tonnes per annum (MTPA) soda ash production during FY26. The company also operationalized a 50 kT electric calciner soda ash plant in Kenya and commissioned specialty chemical facilities in Tamil Nadu, reinforcing its diversification strategy.
Strategically, Tata Chemicals completed the acquisition of Novabay Pte. Limited, Singapore, strengthening its portfolio in high-margin specialty chemicals and enhancing its global footprint. Additionally, the Board approved a ₹100 crore investment to expand salt production capacity at the Mithapur plant by 82,500 tonnes per annum, supporting long-term growth in its consumer products segment.
The company also recommended a dividend of ₹11 per share, underlining its commitment to shareholder value even amid a challenging business cycle.
Looking ahead, Tata Chemicals remains focused on strengthening its balance sheet, optimizing capital allocation, and accelerating growth in non-cyclical and specialty chemical segments to drive sustainable long-term value creation.
