Tata Steel Ltd
Tata Steel Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management said on revenue, margins and capex.
Guidance rank: #7 of 9 in Ferrous Metals
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Tata Steel Ltd Q4 FY25 key numbers
- Revenue
- Kalinganagar steel production ramp-up to add about 2 million tons next year.
As stated in Tata Steel Ltd's Q4 FY25 earnings call transcript · published 7 Aug 2026. Reported figures, not investment advice.
The short version
FY2026 volume guidance expects ~1.5 million tons additional deliveries, mainly from India; UK volumes flat, Netherlands slightly higher. FY2026 capex guided at Rs.
From Tata Steel Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY2026 volume guidance expects ~1.5 million tons additional deliveries, mainly from India; UK volumes flat, Netherlands slightly higher.
- Kalinganagar steel production ramp-up to add about 2 million tons next year.
- Ludhiana plant expected to produce around 1 MTPA, contributing to volume expansion.
- Post-Kalinganagar completion, downstream expansion includes 0.5 MTPA Combi mill for special bars in automotive industry.
- Major future expansion project is Neelachal, awaiting Board approval with public hearings completed.
- Capex of Rs. 15,000 crores planned for FY2026, mostly focused on raw materials, Kalinganagar completion, and Ludhiana EAF project.
2 more points from Tata Steel Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY2026 capex is guided at about Rs. 15,000 crores, primarily focused on raw materials and completion of Kalinganagar facilities.
- Includes expansion of Ludhiana plant from ~0.8 MTPA to 1 MTPA and installation of a 0.5 MTPA Combi mill for special bars.
- Next major expansion is the Neelachal Integrated Steel Plant (NINL); public hearings and engineering work underway with regulatory clearances in progress.
- In UK, £500 million government-supported investment to transition to electric arc furnace (EAF) by FY2027-28, with planning approvals and design near completion; site work to start soon.
- Netherlands working closely with government on decarbonization and environmental projects, including shutting down one blast furnace and replacing with DRI-EAF by ~2030.
2 more points from Tata Steel Ltd's call on capex
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Top-ranked in Ferrous Metals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Tata Steel Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹63.3K Cr, net profit ₹3.0K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Tata Steel's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
- Q3 FY23 earnings call →
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Tata Steel Ltd Q4 FY25 results?
FY2026 volume guidance expects ~1.5 million tons additional deliveries, mainly from India; UK volumes flat, Netherlands slightly higher. FY2026 capex guided at Rs.
What is Tata Steel Ltd share price analysis?
Tata Steel Ltd currently shows a neutral. The stock trades at a P/E of 19.4 with a market cap of ₹229,073 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tata Steel Ltd planning capital expenditure?
FY2026 capex is guided at about Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.