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Earnings Call

Tata Elxsi Earnings Call: Key Takeaways

Tata Elxsi reported Q4 FY26 revenue of INR 993.8 Cr, growing 0.9% QoQ CC. EBITDA margin improved 130bps to 24.6% driven by operational efficiencies and GenAI adoption.

Highlights
Revenue growth0.9% QoQ CC growth.
MarginsTargeting 27% PBT exit margin for FY27.
Order bookWon multi-year large deal with world-leading device OEM.
Demand visibilityMixed market outlook; large deals won in Q4 providing future visibility.
Management confidenceOptimistic on FY27 being a growth year; Healthcare recovery in Q1.

Growth

Revenue grew 0.9% QoQ CC. Media/Communications grew 5.6% QoQ; Transportation grew 0.2%; Healthcare declined 13.1% due to deal delays.

Outlook

Aspirations for high-single digit FY27 growth. Targeting 27% PBT exit margin by Q4 FY27.

Risks

Healthcare volatility, geopolitical uncertainties, and potential margin pressure from upfront costs in large multi-year deals.

Source

Earnings Call filed with NSE, 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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Value
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