T A T A October 30, 2019 N a t i o n a l S t o c k - PDF document

q T 「 T A T A October 30, 2019 N a t i o n a l S t o c k E x c h a n g e o f l n d i a L t d The General Manager E x c h a n g e P l a z a Corporate Relations Department ‖ a C O m p l e x B a n d r a ― K u BSE Limited B a n d r a ( E ) Phiroze Jeejeebhoy Towers M u m b a i 4 0 0 0 5 1 Dalal Street S v m b o l : T A T A C H E M Mumbai - 400 001 Scrip Code: 500770 Dear Sir/Madam, Sub: Submission of Analysts/lnvestors Presentation Ref.: Letter dated October 18, 2019 informing about Analysts/lnvestors Presentation Further to our referred letter, please find enclosed a presentation to be made to analysts/investors on the results for the second quarter and half year ended September 30, 20'19 for the analysts/investors call to be held on Thursday, October31,2019. The presentation is being submitted in compliance with Regulation 30(6) read with Schedule lll Part A Para A of the Securities and Exchange Board of lndia (Listing Obligations and Disclosure Requirements) Regulations, 2015. A copy of the presentation is also uploaded on the Company's website www.tatachemicals.com. You are requested to take the same on record. Thanking you, Yours faithfully, F o r T a t 、 C h e m : c a l s L i n n i t e d 蜃 Rajlf,Ghandan General Counsel & Company Secretary Encl: as above T A T A C H E M I C A L S L I M H I D 8 o m b a y H o u s e 2 4 H o m l M o d y S t r e e t F o r t M u m b a i 4 t X l ∞ 1 T e 1 9 1 2 2 6 6 6 5 8 2 3 2 F a x 9 1 2 2 6 6 6 5 8 1 4 3 / 4 4 - t a t a c h e m i c a l s ( m C I N : L 2 4 2 3 9 M H 1 9 3 9 ' L C 0 0 2 8 9 3

Analyst / Investors Communication on Financial results for period ended September 2019 Date: 30 th October 2019 1

Safe Harbour Statement “This Presentation, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar expressions or variations of these expressions or negatives of these terms indicating future performance or results, financial or otherwise of Tata Chemicals Limited, its direct and indirect subsidiaries and its associates. Actual results might differ substantially or materially from those expressed or implied. Important factors that could make a difference to the Company’s operations include, among others, economic conditions affecting demand / supply, price conditions in the domestic and overseas markets in which the Company operates, changes in Government policies and regulations, tax laws, and other statutes and incidental factors. You are urged to view all statements contained herein with caution. Tata Chemicals Limited does not undertake any obligation to update or revise forward look statements, whether as a result of new information, future events or otherwise” 2

Business Overview 3 rd largest Soda Ash producer globally │ 5,000+ employees across 4 continents │ 160 million households consume Tata Salt each month 3

Our Journey till date Specialty Chemicals Specialty Chemicals Specialty Chemicals Consumer Business Consumer Business Basic Chemistry Basic Chemistry Basic Chemistry Fertilizer 2020 & beyond …. 2016 2018 …To 2 focused science driven From 4 businesses…. To 3 businesses…. chemistry businesses 4

An Innovative, Science-led Sustainable Chemistry Company TATA CHEMICALS LIMITED Mission : Serving Society through Science Vision : Will be a leading sustainable Chemistry Solutions Company serving customers based on innovative, science-led differentiated products and solutions Basic Chemistry Specialty Chemistry Agro Sciences Soda Ash  Nutritional Sciences  Sodium Bicarbonate  Material Sciences  Energy Sciences Salt Manufacturing   Technology (R&D) , Digitization, Sustainability Unified Approach, Underpinned by Science and Rooted in R&D VALUES : SPICE (Safety, Passion, Integrity, Care, Excellence) 5

Basic Chemistry Products KEY APPLICATION SEGMENTS – Soda Ash KEY APPLICATION SEGMENTS – Sodium Bicarbonate Flat Glass Flue Gas Desulfurization Container Others Soaps & Glass Detergents Pharma / Sodium Healthcare Bicarbonate Soda Ash Manufacturing Food Chemicals Detergents Animal Feed 6

Mithapur expansion: Implementation Schedule Sept Dec Mar Jun Sept Dec Mar Jun Sept Dec Mar June 19 19 20 20 20 20 21 21 21 21 22 22 Soda Ash 0.8 MMT ---------------------------------------------------- 0.2 MMT------------------------------------------------------1.0 MMT Sodium 0.1 MMT-------------------------------------0.04 MMT --------------------------------------0.14 MMT Bicarbonate Salt 1.0MMT------------------------------------------------------0.4 MMT------------------------------------------------------1.4 MMT Caustic 9 KMT--------9 KMT---------18 KMT Cement 0.5 MMT-----------------------------------------------------0.3 MMT------------------------------------------------------0.8 MMT Investment also include, projects related to setting up of common Utilities and projects related to Safety, Health & environment 7

Mithapur Expansion: Updates 8

Agro Science: Rallis India Alliances - Developing Technical for global Agro chemicals Strategic Initiatives & Capex Plan players Domestic business: Key products • Refresh distribution channel: Add distributors to enhance • Pendimethalin : Used as a pre-emergence herbicide to control growth annual grasses & certain broad leaved weeds. Global market size: • Revitalize channel policies USD 413 Mn • Increase focus on new product launches • • Acephate: An organophosphate foliar & soil insecticide used Improve connect between distributors and Company International business primarily to control leaf miners, caterpillars, etc. Global market • Invest in capacity expansion size: USD 510 Mn • Increase Registrations in International markets • Hexaconazole: A Broad spectrum systemic triazole fungicide used • Expand foot prints in South East Asian countries and for the control of many fungi particularly to control rice sheath Africa blight in China, India, Vietnam and parts of East Asia. Global Scaling up capacities of selective molecules Market size: USD 149 Mn • Setting up of Dahej chemical plant-Progress on track. • Metribuzin: A herbicide used both pre & post-emergence in Production expected to commence in FY21. crops including soy bean, potatoes, tomatoes & sugarcane. • Metri First phase of expansion (500MT) completed in Global market size: USD 196 Mn June-19 commercial production on. • Metalaxyl: An acylalanine fungicide used to control Pythium in a • Second phase of expansion of 500 MT underway – number of vegetable crops & Phytophthora in peas. Global expected to be ready by Dec19. market size: USD 89 USD Mn 9

Nutritional Science: Prebiotics - Key application segments General health application across Food segments Targeted Health applications across life stages : For fiber addition + Sugar reduction : Prebiotics for gut and digestive health Women’s Sports Pediatric Geriatric Health Nutrition Applications Pets Shrimps • • Prebiotics like FOS (made by TCL) which is naturally From Infant Milk Powders to Sports Nutrition products, sweet, also double up as a sugar reducer. Gut microbiome modulation applications are seen for • From Indian Peda to Protein powders, the specific health benefits for life segments • Ingredient is versatile and finds application in Beyond Human, It supports Animal health too especially multiple food segments as an alternate to antibiotics usage 10

Nutritional Science: TCL Opportunity • TCL estimates global market to reach USD 8.5 billion by FY25 • Opportunity Beyond global markets, Prebiotics opens up a bigger market in India with application as low calorie health food for Diabetics • Diverse application segments open up customer segments: Human health, Animal health, skin health, oral health • In-house developed Fermentation process biotech based technology, touted as one of the sustainable technologies for the future • New facility dedicated for fermentation based products; State of the art facility with world class equipment, global manufacturing standards plus environmentally sustainable (zero liquid discharge, no use of fossil fuels, solar powered TCL partially) Advantage • Ability to offer an innovative ingredient that has application across several food formats. TCL supports customers with food tech team with prototypes and recipes. • Long-term opportunity to expand into other fermentation product lines plus Microbiome solutions with a focus to grow the business internationally • Board Approval: Rs 270 Cr in Feb 17 • Progress Secured Land from Government of Andhra Pradesh for setting up Manufacturing Facility • Started trial run. Initial capacity of 5,000 MTPA 11

Material Science: Silica Opportunity KEY APPLICATION SEGMENTS Key Focus Industry: Tyre Industry Key application of HDS is in Tyre Industry. Tyres A product that improves overall tyre Foods & Non Tyre Feed Rubber performance, i.e. • Improves rolling resistance Silica • Better wear and tear Paints & Toothpaste • Coatings Improves vehicle’s fuel efficiency Agro- chemicals HDS is expected to witness double digit growth, driven by adoption in tyre industry 12