Tata Chemicals Ltd. share price target

TCL faces short-term challenges, including sluggish demand in the US and Europe and decreasing export prices in the US market, as well as downward pressure on *over or under performance to benchmark index margins due to declining soda ash prices. However, the company is well-positioned for growth, driven by its strategic emphasis on speciality products and capacity expansion plans. A recovery in volumes and margins is anticipated in the next fiscal year, led by the Indian and Kenyan markets. The UK business is expected to show signs of improvement from the second quarter, driven by its new pharmaceutical...

TTCH’s 2QFY25 consolidated EBITDA declined 25% YoY, due to lower realizations YoY, higher freight costs and unfavorable operating leverage across geographies.

TTCH’s 1QFY25 consolidated EBITDA declined 45% YoY, due to subdued operating performance across geographies, with India/US/UK/Kenya reporting EBITDA decline of 19%/58%/84%/61% YoY.

Tata Chemicals (TTCH)’s 4QFY24 consolidated EBITDA declined 54% YoY,
primarily due to a subdued operating performance across geographies with
India/US/UK/Kenya reporting 26%/68%/72%/57% decline YoY.

Revenue and EBITDA in line, PAT higher the expected on a surge in JV profit Consolidated EBITDA came in line with our estimate, with a better than expected operating performance in India and the UK. However, a subdued operating performance in North America and Africa partially offsets growth. Globally, demand for Soda Ash has picked up significantly, resulting in a tight demand-supply situation. Spot prices have correspondingly increased, which will benefit TTCH. The challenging environment of increasing input costs (energy and freight) is likely to persist....

Q3FY22 Results: Topline was marginally above while bottomline beat was due to better-than-expected JV performance (Immacid) and lower taxes. Reported revenue growth of 21% YoY to | 3141.6 crore, led by higher...