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Earnings Call

Tata Technologies Earnings Call: Key Takeaways

Tata Technologies reported a Q4 FY26 inflection point with ₹1,572cr revenue. Growth is driven by broad-based Services momentum and significant full-vehicle program wins.

Why this was an Alfa AlertPrimary metric (Revenue) beat guidance: Guided ~10% sequential growth, achieved 12.4% (a ~24% beat on the guided percentage), management confirmed the beat.
Highlights
Revenue growth12.4% sequential total growth; 12% CC Services growth.
MarginsEBITDA margin 16% in Q4; targeting 18%+ exit for FY27.
Order book4 large deals in Q4; 2 milestone wins in April.
Demand visibilityHigh visibility into multiple Full Vehicle Programs and 2-3 year pipeline.
Management confidenceBullish on FY27 due to strong order book and deal signings.

Growth

Q4 revenue grew 12.4% sequentially; Services up 12% in constant currency. FY26 EBITDA margin improved to 16%.

Outlook

Guiding for double-digit organic revenue growth in FY27 and exit EBITDA margin run rate exceeding 18%.

Risks

Geopolitical uncertainty and potential Middle East impacts on commodity supply chains (aluminum/plastics) and discretionary spend.

Source

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

Read the document ↗

Tata Technologies Ltd: key numbers

Share price
₹703.05
Market cap
₹28,547 Cr
Revenue (annual)
₹5,506 Cr
Net profit (annual)
₹546.6 Cr
P/E (TTM)
51.2×Sector 22.1×
Promoter holding
55.17%-0.01% QoQ
FII holding
6.30%Current quarter

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

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15:53 IST BSE
Board Meeting Date

Tata Technologies Board Meeting Date

Tata Technologies scheduled its board meeting for October 14, 2026 to consider Q1 and H1 FY2027 results. The trading window closes from September 24, 2026.