Tata Chemicals vs Gujarat Alkalies and Chemicals: Which Stock Should You Track

Tata Chemicals MCap Rs 16,961 Cr, loss-making (EPS -77.37, ROE -0.92%). Gujarat Alkalies MCap Rs 4,976 Cr, PE 75.04x, ROE -0.05% (near breakeven).

Tata Chemicals vs Gujarat Alkalies and Chemicals is a comparison specialty chemical investors look up when evaluating two Indian chemical companies facing earnings headwinds. Tata Chemicals is a global soda ash manufacturer in the Tata Group with plants in India, UK, Kenya and the US, while Gujarat Alkalies and Chemicals (GACL) is a Gujarat state government-owned chlor-alkali and chemical company producing caustic soda, chlorine and allied products. Both are in earnings-stressed phases as of current data.

This Tata Chemicals vs Gujarat Alkalies and Chemicals article covers reach and market position, key products, latest declared results and stock valuation. The Tata Chemicals vs Gujarat Alkalies and Chemicals data below is sourced from Groww and public company filings and reflects the most recently available information at the time of writing.

Tata Chemicals vs Gujarat Alkalies and Chemicals: Reach and Market Position

On the Tata Chemicals side of the Tata Chemicals vs Gujarat Alkalies and Chemicals comparison, Tata Chemicals manufactures soda ash (used in glass, detergents, chemicals), sodium bicarbonate, salt and specialty chemicals across India, UK, Kenya and US. Market capitalisation is Rs 16,961 Cr.

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On the Gujarat Alkalies and Chemicals side of the Tata Chemicals vs Gujarat Alkalies and Chemicals comparison, GACL manufactures caustic soda, chlorine, hydrogen, PVC, phosphoric acid and other chemicals at its Vadodara and Dahej plants. It is a Gujarat government enterprise. Market capitalisation is Rs 4,976 Cr.

Tata Chemicals vs Gujarat Alkalies and Chemicals: Key Products and Business Mix

In the Tata Chemicals vs Gujarat Alkalies and Chemicals product comparison, Tata Chemicals offers: Tata Chemicals earns from soda ash, bicarb, salt and downstream specialties. EPS is -Rs 77.37 (loss-making). ROE is -0.92 percent. The company is in a period of soda ash price pressure globally. Dividend yield is 1.65 percent (from accumulated profits).

For Gujarat Alkalies and Chemicals in this Tata Chemicals vs Gujarat Alkalies and Chemicals breakdown: GACL earns from caustic soda and chlorine derivatives. EPS is Rs 9.03. P/E is 75.04x, ROE -0.05 percent (essentially breakeven). Dividend yield is 2.61 percent.

Tata Chemicals vs Gujarat Alkalies and Chemicals: Latest Results

The Tata Chemicals vs Gujarat Alkalies and Chemicals results for Tata Chemicals: Tata Chemicals has a market cap of Rs 16,961 Cr and is currently loss-making with EPS of -Rs 77.37. This is driven by soda ash price normalisation after the 2022 peak and higher input costs. Tata Chemicals is 3.4 times larger than GACL by market cap.

The Tata Chemicals vs Gujarat Alkalies and Chemicals results for Gujarat Alkalies and Chemicals: GACL has a market cap of Rs 4,976 Cr and P/E of 75.04x. ROE of -0.05 percent is at the breakeven line. The company is also under earnings pressure from chlor-alkali pricing and power costs.

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Tata Chemicals vs Gujarat Alkalies and Chemicals: Stock and Valuation

The Tata Chemicals vs Gujarat Alkalies and Chemicals stock comparison uses the latest available market data from Groww. Investors tracking Tata Chemicals vs Gujarat Alkalies and Chemicals should verify current prices on NSE or BSE before trading.

Tata Chemicals vs Gujarat Alkalies at current valuations: Tata Chemicals trades at Rs 16,961 Cr market cap, loss-making, with a 1.65 percent dividend yield from accumulated profits. GACL trades at Rs 4,976 Cr market cap, P/E 75.04x (thin earnings), ROE -0.05 percent, Div 2.61 percent. Both are in earnings-stressed phases from chemical cycle troughs.

Tata Chemicals vs Gujarat Alkalies and Chemicals: Quick Comparison Table

The Tata Chemicals vs Gujarat Alkalies and Chemicals comparison table below summarises the key metrics covered in this article side by side.

Parameter	Tata Chemicals	Gujarat Alkalies and Chemicals
Sector	Soda ash + bicarb + salt (global)	Caustic soda + chlorine + derivatives (Gujarat PSU)
Market Cap	Rs 16,961 Cr	Rs 4,976 Cr
P/E Ratio	N/A (loss-making)	75.04x (thin earnings)
ROE	-0.92% (loss-making)	~0% (near breakeven)
Debt to Equity	0.38	0.11
Dividend Yield	1.65% (accumulated)	2.61%
Ownership	Tata Group (private)	Gujarat Government (PSU)

Conclusion

The Tata Chemicals vs Gujarat Alkalies and Chemicals comparison above covers the key data points on reach, products, results and valuation. Tata Chemicals vs Gujarat Alkalies and Chemicals covers two chemical companies in a cyclical trough. Tata Chemicals vs Gujarat Alkalies and Chemicals shows Tata as a global soda ash player facing losses from pricing pressure. Tata Chemicals vs Gujarat Alkalies and Chemicals — GACL is a focused chlor-alkali PSU at near-breakeven. Tata Chemicals vs Gujarat Alkalies and Chemicals are valued on recovery from depressed earnings. Investors reviewing Tata Chemicals vs Gujarat Alkalies and Chemicals should check soda ash and caustic soda price trends. Tata Chemicals vs Gujarat Alkalies and Chemicals carry cyclical risk — consult a SEBI-registered advisor.

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Frequently Asked Questions

What does Tata Chemicals make?

Ans. Tata Chemicals manufactures soda ash (sodium carbonate — used in glass, detergents, chemicals), sodium bicarbonate (baking soda), edible salt (Tata Salt) and specialty chemicals across plants in India, UK, Kenya and the US.

What does GACL make?

Ans. Gujarat Alkalies and Chemicals manufactures caustic soda, liquid chlorine, hydrochloric acid, hydrogen, PVC resin, phosphoric acid, and other chlor-alkali and downstream products at its Gujarat plants.

Why is Tata Chemicals loss-making?

Ans. Tata Chemicals is loss-making due to a fall in global soda ash prices from 2022 peaks, combined with higher energy costs in the UK and Kenya operations. The company expects a recovery as supply-demand balances.

Is soda ash the same as baking soda?

Ans. No. Soda ash (sodium carbonate) is used industrially in glass, detergents and chemicals. Baking soda (sodium bicarbonate) is a derivative used in food, pharmaceuticals and personal care. Both are made by Tata Chemicals.

What is caustic soda used for?

Ans. Caustic soda (sodium hydroxide) is used in paper and pulp, textiles, soap and detergents, alumina, chemicals and water treatment. It is one of India’s highest-volume commodity chemicals.

Are Tata Chemicals and GACL in Nifty 50?

Ans. Neither is in Nifty 50. Tata Chemicals is tracked in Nifty 200 and Nifty Chemicals. GACL is a smaller PSU outside these indices.

Does Tata Chemicals pay dividends?

Ans. Yes. Tata Chemicals pays a dividend yield of approximately 1.65 percent from prior accumulated profits, even in the current loss year.