ALFA Finder| Revenue growth | 14.5% YoY, 2.8% QoQ reported. |
|---|---|
| Margins | EBITDA margin at 21.2%, down from 24.6% in Q4FY26. |
| Order book | Significant wins in Transportation (off-road/aerospace) and Media (global operators). |
| Demand visibility | Strong deal execution and momentum in large strategic engagements. |
| Management confidence | Strong confidence in AI-enabled engineering and design-led capabilities. |
Growth
Revenue grew 14.5% YoY; PBT grew 18.4% YoY to Rs. 232.5 Cr; PAT grew 18.2% YoY to Rs. 170.6 Cr.
Outlook
Focus on AI-powered platforms like AnaTel and ViTEL; strategic partnership with JSW Motors for Pune technology center.
Risks
Muted industry environment in Healthcare; significant QoQ decline in PBT (-13.2%) and PAT (-22.6%) due to margin pressure.
Last quarter's promises, checked
Delivered
- Guided Healthcare recovery in Q1 → delivered recovery (implied by 14.5% YoY total growth) (= BEAT)
- Guided sustained Media growth → delivered 22.2% YoY growth (= BEAT)
- Guided focus on AI-native engineering → delivered AnaTel and ViTEL launches (= BEAT)
Partly delivered
- Guided metering headcount additions → delivered margin pressure from investments (= PARTIAL)
Missed
- Guided 27% PBT exit margin for FY27 → delivered 21.2% EBITDA (lower PBT) (= MISS)
- Guided single to high-single digit Transportation growth → delivered 13.3% YoY (= BEAT/MISS - Over-delivery on revenue but missed on margin protection)
Earnings Call filed with BSE, NSE: TATAELXSI. Summary written with AI assistance from the document.
Tata Elxsi Ltd: key numbers
- Share price
- ₹3,876.00
- Market cap
- ₹24,150 Cr
- Revenue (annual)
- ₹3,757 Cr
- Net profit (annual)
- ₹628.4 Cr
- P/E (TTM)
- 36.0×Sector 23.6×
- Promoter holding
- 43.89%-0.01% QoQ
- FII holding
- 8.00%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tata Elxsi Ltd
All →Tata Elxsi Other Announcement
Tata Elxsi filed its quarterly shareholding pattern as of 30 June 2025. This routine periodic disclosure reports holdings only, with no transaction or corporate event.
Tata Elxsi Other Announcement
Tata Elxsi Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI regulatory requirements.
Tata Elxsi Earnings Call Transcript: Key Takeaways
Tata Elxsi reported steady constant currency revenue growth and margin expansion despite wage hikes.
Tata Elxsi Management Change
Tata Elxsi Limited has appointed Deloitte Haskins & Sells Chartered Accountants LLP as the new statutory auditor for a 60-month term effective from April 1, 2027.
Tata Elxsi Employee Stock Options
Tata Elxsi Limited allotted 686 equity shares to employees upon the exercise of performance stock options. This allotment increases the company's paid-up equity share capital.
Tata Elxsi Investor Presentation: Key Takeaways
Tata Elxsi reported Q2 FY27 revenue of Rs. 1,055.7 Cr, up 3.4% QoQ. Strategy focuses on broad-based growth across Transportation, Media, and Healthcare using GenAI.