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Earnings Call

Tata Elxsi Earnings Call: Key Takeaways

Tata Elxsi reported Q4 FY26 revenue of ₹993.8 Cr with a PBT margin of 25.6%. Strategy emphasizes SDV, OEM-focused transportation deals, and GenAI adoption via DevStudio.ai.

Highlights
Revenue growth4.2% QoQ; 9.4% YoY for Q4FY26.
MarginsPBT margin improved 143 bps QoQ to 25.6%.
Order bookStrategic multi-year wins in APAC and US.
Demand visibilityStrong deal ramp-ups in Media and US Telco win.
Management confidenceHigh in SDV and AI-led design offerings.

Growth

Q4 revenue grew 4.2% QoQ and 9.4% YoY. FY26 annual revenue reached ₹3,757.4 Cr, up 0.8% YoY.

Outlook

Focus on scaling AI-enabled offerings and strengthening operational leverage. Launched new ODC for Terumo, Japan.

Risks

Healthcare segment revenue declined 10.5% QoQ. Employee attrition remains elevated at 15.8%.

Source

Earnings Call filed with BSE, NSE: TATAELXSI. Summary written with AI assistance from the document.

Read the document ↗

Tata Elxsi Ltd: key numbers

Share price
₹3,191.00
Market cap
₹19,882 Cr
Revenue (annual)
₹3,757 Cr
Net profit (annual)
₹628.4 Cr
P/E (TTM)
30.4×Sector 21.9×
Promoter holding
43.90%+0.00% QoQ
FII holding
9.85%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Tata Elxsi received an order from the CIT(A) regarding a penalty under the Income Tax Act. The order value is ₹0.67 Crore.

Value
₹0.67 Cr