TATACHEM

- Order Win: Tata Chemicals North America Inc. (TCNA), a wholly owned subsidiary of Tata Chemicals Limited, was declared the successful bidder in the Chapter 11 bankruptcy proceedings of Searles Valley Minerals Inc. (SVM), USA. - Acquisition Details: TCNA acquired North American soda ash customer contracts representing over half million metric tons of customer orders. - Servicing Timeline: The acquired contracts are expected to be serviced from September 2026 through December 2028. - Acquisition Cost: The aggregate cash consideration for this acquisition is USD 21.16 million.

- Consolidated Revenue up 14% YoY, but Consolidated EBITDA was down by ₹100 crores YoY. - Standalone performance was strong: Revenue up 10%, EBITDA up 35%, PAT up 12% YoY. - Net debt reduced by ₹5,692 crores QoQ due to asset monetization (land and share sales). - Company reclassified segments into Living, Industry, and Farm Essentials, focusing on non-cyclical products. - Outlook for Industrial essentials (soda ash) is challenging due to global oversupply and elevated costs, expecting subdued global pricing. - India business saw volume increases as a main driver, but sequential volumes for soda ash/bicarb were down. EBITDA margins in India are expected to normalize from current high levels (28%) to 18-20% due to temporary inventory gains from low-cost coal. - UK and Kenya operations faced lower pricing and higher variable costs due to geopolitical tensions, impacting EBITDA. - Key projects: 82.5 KTPA Salt plant (India) operational by Q1 FY28. 210 KTPA Salt plant & 50 KTPA silica plant operational by 2028. - Sodium-ion battery technology: pilot phase expected to conclude in 6-9 months, focusing on static energy storage; full-scale plant targeted in 2 years. - Annualized Capex expected to be around the depreciation number (~₹1,200 crores).

- Tata Chemicals Limited received an unsolicited ESG Score (Adjusted) of 67.8 from SES ESG Research Private Limited based on FY 2025-26 data. - SES independently prepared the report using publicly available information.

- Tata Chemicals Magadi Limited (Kenyan subsidiary) received a notice on July 28, 2026, from the Ministry of Mining, Blue Economy and Maritime Affairs, Kenya.- The notice directs the suspension of its mining operations and exports of Soda Ash due to alleged non-compliance with statutory documentation.- The company states it is fully compliant and is evaluating future options to pursue the matter, with the financial and operational impact currently unquantified.

- Tata Chemicals' Kenyan subsidiary, TCML, was directed to suspend mining operations and soda ash exports by the Ministry of Mining, Kenya on July 28, 2026. - This is due to alleged non-compliance with statutory documentation requirements. - The financial/operational impact is currently unquantified.

- Audio recording of the Analysts/Investors Call pertaining to the financial results for the quarter ended June 30, 2026, held on July 27, 2026, is now available.

- Consolidated Revenue ₹4,255Cr vs ₹3,732Cr (▲14% YoY) - EBITDA ₹555Cr vs ₹649Cr (▼14.5% YoY) - PAT ₹60Cr vs ₹316Cr (▼81.0% YoY) - EBITDA Margin 13.0% vs 17.4% (▼440bps)

- Tata Chemicals Limited's Board of Directors approved the appointment of S R B C & CO. LLP, Chartered Accountants, as the new Statutory Auditors for a five-year term, effective from the conclusion of the 88th AGM (2027) until the 93rd AGM (2032), subject to Members' approval. The existing auditors, B S R & Co. LLP, will continue until the 88th AGM.

- Consolidated Revenue ₹4,255Cr vs ₹3,719Cr (▲14.41% YoY) - EBITDA ₹611Cr vs ₹745Cr (▼18.0% YoY) - PAT ₹(17)Cr vs ₹252Cr (▼106.75% YoY, turned to loss) - EBITDA Margin 14.36% vs 20.03% (▼567bps)

- Concall Schedule - Concall Date: Monday, July 27, 2026 - Concall Time: 7:30 PM IST - Dial-in Details: Primary numbers +91 22 6280 1543 / +91 22 7115 8885, with additional local access numbers available.

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- Mr. Rino Raj, Senior Management Personnel, is re-designated as Vice President Manufacturing (India). - He will take additional responsibility for all company plants in India. - The change is effective July 7, 2026.

- Mr. Subodh Srivastav, Chief Marketing Officer and Senior Management Personnel of Tata Chemicals Limited, retired on June 30, 2026. - His retirement is due to attaining the age of superannuation in line with the Company's Retirement Policy.

- The 87th Annual General Meeting (AGM) of Tata Chemicals Limited was held on June 26, 2026. - Key resolutions, including adoption of financial statements for FY 2025-26, dividend declaration, appointment of Director S. Padmanabhan, and ratification of Cost Auditors' remuneration, were passed with requisite majority.

- Tata Chemicals Limited responded to NSE regarding a significant spurt in its trading volume. - The company clarified that all material information has been disclosed, and the volume movement appears market-driven.

- Trading window for Tata Chemicals Limited to close from Wednesday, June 24, 2026. - This closure is for the declaration of financial results for the first quarter ending June 30, 2026. - The window will open 48 hours after the results are declared; Board Meeting date to be intimated.

- Investor Meeting Schedule - Meeting on June 17, 2026 with Quantum Advisors Private Limited. - Meeting on June 18, 2026 with ICICI Prudential Mutual Fund. - No Unpublished Price Sensitive Information (UPSI) is proposed to be shared during these meetings.

- Tata Chemicals Limited announced its 87th Annual General Meeting (AGM) will be held on Friday, June 26, 2026, at 3:00 p.m. IST via Video Conferencing. - The Integrated Annual Report for FY 2025-26 has been dispatched to shareholders whose email IDs are registered. - The Record Date for Dividend is June 10, 2026, with dividend payment on or after June 30, 2026. - Remote e-voting will commence on June 22, 2026, and conclude on June 25, 2026.

- Submission of the Business Responsibility and Sustainability Report (BRSR) for FY 2025-26 as per SEBI (LODR) Regulations, 2015. - The report includes minor penalties: ₹8.86 lakhs for provident fund remittance delay and USD 20,400 for a performance test failure in the US.

- The 87th Annual General Meeting (AGM) of Tata Chemicals Limited for FY 2025-26 will be held on Friday, June 26, 2026, at 3:00 p.m. (IST) via Video Conferencing / Other Audio Visual Means. - The Board has recommended a dividend of ₹11 per ordinary share (110%) for FY 2025-26. - The Record Date for determining entitlement of members to dividend, if declared, is Wednesday, June 10, 2026. - The dividend, if declared at the AGM, will be paid on or after Tuesday, June 30, 2026.

The Hon'ble High Court of Gujarat rejected Tata Chemicals' claim over pre-existing rights for legacy open wastewater channels at Mithapur, previously used for discharging wastewater into the sea. The Court directed the Gujarat Pollution Control Board to engage experts to assess the environmental impact caused and determine appropriate remediation and compensation within three months. The company notes it now operates via a compliant closed deep-sea discharge pipeline, and the legacy channels are no longer in use. The financial implication is currently unquantified.

Tata Chemicals Limited announced the appointment of Mr. C. R. Sriniwas as the Chief Human Resources Officer (CHRO) and Senior Management Personnel, effective June 1, 2026. Mr. Sriniwas brings over 30 years of experience in the HR function, having previously served as CHRO at NACL Industries Limited.

Tata Chemicals Limited informed about a scheduled one-on-one meeting with Invisage Capital on May 25, 2026, in Mumbai. The company confirmed that no Unpublished Price Sensitive Information will be shared during this meeting.

Tata Chemicals Limited announced that its Board of Directors recommended a dividend of ₹11/- per ordinary share (110%) for the financial year ended March 31, 2026. The dividend is subject to shareholder approval at the 87th Annual General Meeting (AGM) on June 26, 2026. The company also informed shareholders about the process for tax deduction at source on the dividend, requiring submission of relevant tax forms and documents by June 8, 2026, for appropriate TDS/withholding tax rates.

Management acknowledged a difficult quarter and operating environment due to global demand, excess soda ash capacity, and increased costs, alongside an exceptional goodwill impairment and deferred tax write-off. The company's strategy focuses on non-soda ash businesses, which grew 14% YoY. For FY27, Capex is guided at INR 1,300 crores, targeting maintenance and growth projects in South India and Singapore with IRRs ranging from 15-20%+. Demand from solar glass and lithium carbonate are anticipated growth drivers. Net debt is expected to remain around INR 6,000 crores due to business pressures. Management anticipates actions will improve margins and profitability in upcoming quarters.

Tata Chemicals Limited announced on May 5, 2026, that it has intimated holders of physical securities to update their KYC details with the Registrar and Transfer Agent (RTA), MUFG Intime India Private Limited. This is mandated by Regulation 30 of SEBI (LODR) Regulations, 2015, and SEBI Master Circulars dated February 06, 2026, and June 10, 2024, to ensure compliance and enable electronic payment of dividends/interest.

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Consolidated Revenue ₹3,438 Cr vs ₹3,508 Cr (▼2% YoY), EBITDA ₹274 Cr vs ₹327 Cr (▼16.2% YoY), PAT (before exceptional items and NCI) was a loss of ₹279 Cr vs a loss of ₹12 Cr in Q4FY25 (loss increased by 2225% YoY). EBITDA Margin 8.0% vs 9.3% (▼130 bps). The board recommended a dividend of ₹11 per share. The company recognized a significant impairment charge of ₹1,837 Cr on goodwill in the US.

Tata Chemicals' Board of Directors approved an investment of ₹100 crore for debottlenecking its lodised Vacuum Salt Dried (IVSD) capacity at the Mithapur plant. This investment will add 82,500 TPA to the existing 1.60 MTPA capacity, to be completed over the next 12 months. The rationale is to meet growing demand for IVSD, and the funding will be through internal accruals.

Tata Chemicals Limited's Board of Directors approved the Audited Financial Results (Consolidated and Standalone) for the quarter and financial year ended March 31, 2026. The statutory auditors, BSR & Co. LLP, issued an unmodified opinion on these results. Additionally, the Board recommended a dividend of ₹11 per share (110%) for the financial year 2025-26, which will be paid within five days of the 87th Annual General Meeting, subject to approval.

Consolidated Revenue ₹3,438Cr vs ₹3,509Cr (▼2.0% YoY). EBITDA declined significantly from ₹296Cr to a loss of ₹1,530Cr, largely due to exceptional items of ₹1,837Cr. PAT moved from a loss of ₹49Cr to a loss of ₹2,116Cr. EBITDA Margin contracted from 8.4% to -44.5%. The Board recommended a dividend of ₹11 per share for FY26.