### **Overview** Tata Chemicals Limited (TCL), a part of the $150 billion Tata Group, is a leading global provider of chemistry-based solutions with a diversified portfolio across **Basic Chemistry Products** and **Specialty Products**. The company operates 15 manufacturing facilities across **India, the USA, the UK, and Kenya**, serving over **95 countries** globally. With a strategic focus on **sustainability, innovation, and digital transformation**, TCL is positioned as a leader in key inorganic and specialty chemicals, while advancing its footprint in green chemistry, nutrition, and agriculture. --- ### **Business Segments** TCL operates through two distinct segments: #### 1. **Basic Chemistry Products** - A global leader in inorganic chemicals, ranked **3rd in soda ash** and **5th in sodium bicarbonate** production. - Key products: - **Soda Ash**: Light (detergents, silicates) and Dense (glass, containers) - **Sodium Bicarbonate**: Industrial, food, pharmaceutical, and flue gas applications - **Salt**: Edible, industrial, de-icing, and high-grade pharma salt - **Cement**: OPC, PPC, Masonry Cement (utilizing waste from soda ash production) - **Production Spread Across Four Continents**: - **India**: Major hub at Mithapur, Gujarat - **USA (Wyoming)**: Natural soda ash from trona mining - **UK (Winnington, Middlewich)**: Synthetic chemicals and pharma-grade salts - **Kenya (Magadi)**: Natural soda ash and salt - **Capacity Highlights (Nov 2025)**: - Soda Ash: **1.44 million MTPA** (India: 1.091M, Kenya: 0.35M) - Sodium Bicarbonate: **380,000 MTPA** (India: 290K, UK: 90K) - Salt: **1.6 million MTPA** in India, plus **430,000 MTPA** in the UK - Pharma-Grade Salt: **70,000 MTPA** in UK; expansion underway in India - Cement: 500,000 MTPA > *Note: Following the closure of UK soda ash operations (May 2025), TCL now serves European markets via U.S.-sourced soda ash and is pivoting toward high-margin products like pharma-grade salt and premium bicarbonate.* --- #### 2. **Specialty Products** Innovation-driven segment focused on sustainable, high-value chemistry solutions. ##### **a. Specialty Silica (Cuddalore, Tamil Nadu & Andhra Pradesh)** - **Highly Dispersible Silica (HDS)** for green tyres in passenger and truck/bus radial (PCR/TBR) applications. - **Green Silica** sourced from **Rice Husk Ash (RHA)**—a low-carbon alternative supporting EV and fuel-efficient tyre trends. - **Commercial Grades**: - **TREADSIL™**, **TYSIL™**, **TAVERSIL™** for tyres, silicone rubber, food, oral care, agrochemicals - **TAVERSIL™ 115**, **120F**, **150** for battery separators, paints, and defoamers - **Capacity**: - **10,800 MTPA**, with 95% utilisation (HDS line) - **Module-based expansion** of 60,000 tons underway in three 20,000-ton phases (first line in 24 months) - **Global Presence**: Supplying major Indian and international tyre brands; approvals secured with domestic tyre OEMs. ##### **b. Prebiotics & Nutrition (Mambattu, Andhra Pradesh)** - Flagship brand: **FOSSENCE®** (Fructo-Oligosaccharides), a short-chain prebiotic promoting gut health. - **Applications**: - Food & Beverage: Sugar/fat replacers in gummies, cakes, biscuits, Indian sweets - Nutraceuticals & Infant Nutrition - Animal & **Pet Nutrition**: Strong traction in USA, Southeast Asia, EU - **FOS Production & Growth**: - FY2024–25: **2,922 MT sold**, with **74% YoY growth** - Fulfilled 3,000 MT of FOS contracts; Mambattu plant qualified by global clients - **Innovations**: - FOS L95 trials successful in gummies, cakes, and biscuits - Sugar-replacement formulation with 1:1 taste/texture match - Fat replacer blends for healthier bakery products - Microbial encapsulation for improved mineral stability - **Global Expansion**: Distributors in USA, Europe; sales in Australia, Thailand, Vietnam, South Korea ##### **c. Agri Inputs (via Rallis India Limited)** - **Rallis India**, a publicly listed subsidiary, is a leader in the Indian agri-input space with presence in: - **Crop Protection**: Herbicides, insecticides, fungicides (e.g., Acephate, Hexaconazole) - **Biologicals & Bio-Pesticides**: Ralli Bactilis, Flavocide® - **Nutrition**: Water-soluble, bio-fertilizers, micronutrients (e.g., AQUAFERT®) - **Seeds**: Hybrids in cotton, maize, paddy, millet, mustard, vegetables - **Distribution**: - Reaches **80% of Indian districts** via 7,200+ dealers and 100,000 retailers - Exports to **70+ countries**, including formulation supply and Custom Synthesis (CSM) - **Digital Farming Initiatives**: - **DRISHTI**: AI + satellite-powered field monitoring - **SeedSay**: Predictive demand analytics - **Seedsure**: Real-time hybrid seed monitoring platform - **Crop Care Launches (2025)**: - Daksh Plus (herbicide), Zaafu (fungicide), RALLIZIN (Zn-rich fertilizer) - New cotton hybrids: **Diggaz**, **Aatish** achieving commercial success --- ### **Sustainability & Green Chemistry** Sustainability is central to TCL’s long-term strategy: - **Electric Calcination** in Kenya (low-carbon, modular capacity expansion) - **EcoKarb®**: Net-zero sodium bicarbonate from **Carbon Capture & Utilisation (CCU)**; used in dialysis and export markets - **Bio-based Innovations**: - FOS from renewable feedstock (sugar) - Bio-surfactants (solvent-free, zero-waste process) - Organosilane via green chemistry (no VOCs) - **Renewables & Decarbonization**: - Energy-from-waste plant to be commissioned at Lostock, UK (H2 FY25) - Solar, wind, and biomass integration across sites - **Circular Economy**: - Utilizes waste from soda ash process for cement production - Battery recycling and recycling of critical materials from spent EV batteries --- ### **Digital & Innovation Strategy** TCL is investing in digital transformation and R&D to drive efficiency and innovation: - **AI & Machine Learning**: - Predictive maintenance via tri-axial vibration analysis - AI-driven crop hybrid selection - Real-time analytics for asset health monitoring - **Centre of Excellence (CoE) for AI & Digital**: - Launch planned in FY26; focused on scaling digital value - **ChemConnect Platform**: Cloud-based B2B system with 99% channel order adoption, integrated finance, and logistics tracking - **Innovation Centres**: - Three R&D hubs: Pune (Material, Nutritional, Energy Sciences), Bengaluru (Agri R&D, Seed Tech) - 200+ scientists; **185 patents held**, 114 active patent applications - Innovations: - Inulin from dried chicory (patented) - MicroSphere Silica (non-fluffy, pearl-form) - Enzymatic FOS with customizable chain lengths --- ### **Global Expansion & Market Development** - **Geographic Reach**: 95 countries; revenue mix (2024): - **Asia (45%)** | **Americas (35%)** | **Europe (16%)** | **Africa (5%)** - **Sales Growth Initiatives**: - Appointed distributors in **USA, Europe** - Gained access to **Chinese market** post-customs registration - Secured customers in baby food, cakes, gummies sectors - Expanding L95 and L55 prebiotics in **Australia, EU, Thailand** - **Strategic Exports**: - Direct export capability post-**exit from ANSAC** (2023) - Building in-house global sales & supply chain teams - Focus on pharma-grade bicarbonate and salt --- ### **Strategic Priorities (FY25 Forward)** 1. **Strengthen Core Leadership**: Expand soda ash, salt, and bicarb capacities in India, USA, and Kenya. 2. **Drive Specialty Growth**: Invest in HDS, RHA-based silica, FOS expansion, and agri-science innovation. 3. **Enhance Sustainability**: Increase renewable energy use, scale low-carbon products (EcoKarb®, RHA silica). 4. **Digital Transformation**: Deploy AI, data analytics, and automation across manufacturing and supply chain. 5. **Financial Discipline**: Generate cash, reduce leverage, and maintain cost efficiency amidst global volatility.