Q2 2025 Tata Chemicals Ltd Earnings Call Transcript
Key Points
- Tata Chemicals Ltd (BOM:500770) reported a 6% sequential increase in revenue, driven by higher volumes, particularly from the US operations.
- The company successfully commissioned its expanded capacities, including soda ash, salt, and bicarb, which are expected to contribute to increased throughput from Q3 onwards.
- The US operations showed robust volume growth, with both domestic and export markets performing well.
- Kenya operations experienced higher volumes and prices, contributing positively to the company's performance.
- The pharmaceutical salt plant was commissioned and is undergoing trials, indicating progress in expanding product offerings.
- Heavy rains in India impacted operations for almost 10 days, leading to lower Indian volumes and affecting overall performance.
- The India business faced a cost impact of approximately INR40 crores due to unstable operations and insurance claims related to weather disruptions.
- UK operations experienced lower volumes and negative spark spreads, impacting profitability.
- There was a moderation in exports to Latin America due to reduced demand in the lithium carbonate markets.
- The company is facing challenges with increased imports into India from Iran, Russia, and Turkey, which may affect domestic market dynamics.
Ladies and gentlemen, good day, and welcome to the Q2 FY25 earnings conference call of Tata Chemicals Limited. (Operator Instructions)
I now hand the conference over to Mr. Gavin Desa. Thank you, and over to you, sir.
Thank you, Sagar. Good day, everyone, and thank you for joining us on Tata Chemicals Q2 and H1 FY25 Earnings Conference Call. We have with us today Mr. R. Mukundan, the Managing Director and CEO; and Mr. Nandakumar Tirumalai, the Chief Financial Officer. Before we begin, I would like to mention that some of the statements made as discussions may be forward-looking in nature and may involve risks and uncertainties.
I now invite Mr. Mukundan to begin proceedings of the call. Over to you, Mukundan.
Thanks, Gavin. Good evening, and welcome to everyone to our quarter two FY25 earnings call. I will start the discussion with a brief overview of markets and go on to
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