Tata Steel Ltd (CHIX:TTSTl)
$ 18.95 +0.050 (+0.26%) Market Cap: 23.63 Bil Enterprise Value: 33.34 Bil PE Ratio: 59.41 PB Ratio: 2.23 GF Score: 72/100

Q4 2025 Tata Steel Ltd Earnings Call Transcript

May 13, 2025 / 08:30AM GMT
Release Date Price: $17.45 (-3.72%)

Key Points

Positve
  • Tata Steel Ltd (FRA:HWHG) achieved the highest ever crude steel production of 21.7 million tons and deliveries of 20.9 million tons for the full year.
  • The company has successfully commissioned India's largest blast furnace at Kalinganagar, enhancing cost competitiveness and product mix.
  • Tata Steel Ltd (FRA:HWHG) has been recognized by World Steel as a Sustainability Champion for the eighth consecutive year.
  • The company reported a consolidated EBITDA of INR 25,802 crores for FY25, reflecting a 10% growth compared to the previous year.
  • Tata Tiscon volumes grew by about 19% year-on-year, marking the second consecutive year of double-digit growth.
Negative
  • UK operations faced challenges with steel prices still 8% below last year's levels due to import pressures and subdued demand.
  • Tata Steel UK reported an EBITDA loss of GBP 80 million in the fourth quarter due to higher substrate prices and reduced revenue per tonne.
  • The company is facing increased costs in Europe due to the reduction in carbon allowances and CO2 levies, impacting profitability.
  • Despite cost transformation efforts, external factors such as fluctuating steel prices and high regulatory costs continue to affect performance.
  • The company has significant debt, with a net debt standing at INR 82,579 crores, although it has been reduced from previous levels.
Operator

Ladies and gentlemen, good day and welcome to the Tata Steel Analyst call. Please note that this meeting is being recorded. All the attendees' audio and video has been disabled from the back end and will be enabled subsequently.

I would now like to hand the conference over to Ms. Samita Shah. Thank you and over to you, ma'am.

Samita Shah
Tata Steel Ltd - Vice President - Corporate Finance, Treasury & Risk Management.

Thank you, Kinshuk. Good afternoon, good evening, and good morning to all our participants joining us on this call today. On behalf of Tata Steel, I'm delighted to welcome you to this call, where we will discuss our results for the fourth quarter of FY25.

We declared our results yesterday, and there's a detailed presentation along with the SEBI release detailed presentation on our website, which discusses the results. During this call, we will walk you through some of the details and also take on any questions you may have.

Before I move on, I just want to remind all of you that the entire discussion today will be

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