ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Thursday, 12 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Tata Motors Earnings Call: Key Takeaways

Tata Motors reported a strong FY26 with 11% revenue growth to ₹77,000cr and structural EBITDA margin expansion to 13.2%. Transitioned to a pure-play CV entity following demerger.

Why this was an Alfa AlertNot a filter event. Performance was strong but in line with guided ranges of 2-4% capex and margin expansion targets.
Highlights
Revenue growth11% YoY for FY26 to ₹77,000 crores.
MarginsEBITDA margin expanded 550bps over 3 years to 13.2% in FY26.
Order book70,000 units for Indonesia; 5,000 buses from STUs; solid government pipeline.
Demand visibilityUnderlying fundamentals robust; monitoring diesel price impact on operator sentiment.
Management confidenceStrong on structural margin improvement and non-cyclical revenue growth.

Growth

FY26 Revenue up 11% YoY; EBITDA doubled to ₹10,200cr; Q4 wholesale volumes grew 25% YoY to 131.8K units.

Outlook

FY27 Capex guided at 2-4% of revenue; single-digit growth expected for Q1; Iveco transaction closure expected by Q2 FY27.

Risks

Inflation in steel, copper, and aluminum; rising diesel prices; geopolitical tensions impacting Middle East and Africa shipments.

Source

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

Read the document ↗

Tata Motors Ltd: key numbers

Share price
₹446.05
Market cap
₹1,64,273 Cr
Revenue (annual)
₹83,855 Cr
Net profit (annual)
₹3,030 Cr
P/E (TTM)
26.0×Sector 32.5×
Promoter holding
42.51%-0.05% QoQ
FII holding
19.02%Current quarter

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

More from Tata Motors Ltd

All →