Tata Motors Passenger Vehicles Investor Presentation: Key Takeaways
Consolidated Q2 FY27 revenue ₹96.9K Cr (+34% YoY), EBITDA 6.2%, EBIT 1.1%, PBT (bei) ₹0.4K Cr; net debt ₹50.8K Cr. JLR margin pressure; PV record volumes and EV share gains.
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Consolidated Q2 FY27 revenue ₹96.9K Cr (+34% YoY), EBITDA 6.2%, EBIT 1.1%, PBT (bei) ₹0.4K Cr; net debt ₹50.8K Cr. JLR margin pressure; PV record volumes and EV share gains.
Consolidated PAT after minority up 50% YoY to ₹193 Cr; Zuno turned profitable and EAA listed. Narrative is heavy, while hard numbers on revenue, margins and debt are thin.
H1 FY27 revenue ₹8,717 Cr (+33% YoY); gross margin 13.6%; adj. EBITDA ₹274 Cr (3.1% margin, +69%). Manufacturing order backlog at record ₹14,595 Cr.
Q2 FY27 consolidated operating revenue ₹935 Cr (+29% YoY) and EBITDA ₹201 Cr (21% margin). PBT ₹157 Cr (+55% YoY). Scaffolding and drum closures drove growth; the deck gives no explicit forward guidance.
Q2 FY27 consolidated total income ₹8,387 Cr (+33%), PBDIT ₹1,653 Cr (+16%), net profit ₹560 Cr (+131%). Group value-unlock push via Temasek-backed Godrej Capital.
Q2 FY27 total revenue ₹272 Cr (+19% YoY), PAT ₹21.6 Cr (2.5x YoY), EBITDA margin 23%. H1 revenue ₹543 Cr (+11%). FY27 guidance reaffirmed, with H2 handover-led ramp.
Xelpmoc Q2 FY27: revenue Rs 8.6 Mn (+13.8% YoY), adjusted operating EBITDA loss Rs 18.1 Mn, PAT loss Rs 22.1 Mn. Strategy centres on corporate revenue, RELY agetech launch and portfolio-led growth.
Q2 FY27 consolidated revenue from operations rose 77% YoY to ₹2,439.7 Mn, but EBITDA margin fell to 5.9% (12.8%) and PAT dropped 55% to ₹41.9 Mn on raw-material and EPC pressure.
Q2 FY27 revenue ₹3,399 Cr (+37.3%), EBITDA ₹882 Cr (+29.8%), margin 26.0%, PAT ex-exceptions ₹380 Cr (+21.6%). Growth is volume-led, helped by Sahyadri consolidation.
H1 FY27 consolidated revenue ₹8,177L (+45.7%) with PAT ₹2,700L (−2.5%). Coris consolidated for full period. Ex-Coris revenue +22.1%, MDx strategy centres on exports and new products.
Q2 FY27 core income ₹37.3 Cr (+35% QoQ), core PAT ₹16.4 Cr (43.9% margin); H1 AUM ₹3,304 Cr, IB-led recovery.
Headline revenue +54% and PAT ₹99.4 Cr, but gross profit grew only 20% against 27% value-added sales growth. Management withheld value-added and catalyst pass-through numbers and flagged Q3 moderation on a high base.
Q2 FY27 revenue ₹191.7 Cr (+9%), EBITDA ₹44.4 Cr (+5%), PAT ₹7.0 Cr (+4%). H1 revenue ₹370.5 Cr (+11%), PAT ₹23.4 Cr (+9%). Store expansion toward ₹1,000 Cr Vision 2027.
Q2 FY27 standalone revenue INR 144.82 Cr (+17.9% YoY), PBT INR 22.61 Cr (+40.2%); consolidated revenue INR 139.27 Cr (+10.7%). No explicit guidance disclosed.
Q2 FY27 consolidated revenue ₹10,194Mn (−30% YoY, +28% QoQ), EBITDA margin 30.4%, PAT ₹2,026Mn. Pipeline and Adcock Ingram stake increase highlighted.
Record Q2 FY27 standalone quarter: revenue ₹528 Cr (+107% YoY), PAT ₹40.1 Cr, EBITDA margin 12%. Growth is volume-heavy, H2 guidance is only qualitative, and product margin disclosure was withheld.
Q2 FY27 revenue ₹1,270 Cr (+9.6% YoY); PAT ₹78 Cr (-40% YoY, 6% margin); EBITDA ₹133 Cr (11%). Net cash ₹3,701 Cr; ₹852 Cr capex planned.
Q2FY27 standalone income ₹833cr (+29.7% YoY), EBITDA ₹53.4cr (6.4% margin), PAT ₹6.7cr vs ₹-18.4cr loss. Strategy: value-added yarn, Nesterra home textiles, green fibre.
H1 FY27 revenue ₹1,176.50 Cr (+89.1% YoY), normalised EBITDA ₹183.57 Cr (18.50% margin), PAT ₹22.25 Cr. Q2 net loss ₹7.51 Cr. Order book ₹8,634 Cr.
Q2 FY27 consolidated revenue Rs 1,242.3 Cr (+34.5%), EBITDA Rs 114.1 Cr (9.2% margin). Reported PAT Rs 326.7 Cr includes Rs 292.1 Cr one-time land-sale gain.
H1 FY27 revenue ₹679 Cr (+28%), EBITDA ₹119 Cr (+17%), PAT ₹34 Cr (−41%). Order book ₹1,892 Cr. Debt more than doubled to ₹447 Cr.
Q2 consolidated sales rose 19.5% to ₹430 Cr, but reported PAT (+50.5%) includes a ₹46.8 Cr provision write-back. Underlying PAT grew only 2.7%, with traffic down 4.8%.
Q2 FY27 revenue ₹206 Cr (+3.2% YoY), EBITDA ₹45 Cr (-37.5%), margin 22%. LATAM regulatory shock, Ambernath ramp-up costs and raw material inflation hit margins; FY27 margin guidance cut to 23–25%.
Q2 FY27 revenue rose 6.9% QoQ to ₹506.3 Cr, but EBITDA margin fell 437 bps to 11.3%. Management calls the cost pressure transitory, while PM Kusum 2.0 delays cloud the recovery.
Q2 FY27 consolidated revenue Rs 1,897.6 Cr (+34.6% YoY), EBITDA Rs 145.5 Cr (7.7% margin). Reported PAT Rs 319.6 Cr is inflated by a Rs 292.1 Cr one-time land-sale gain.
H1FY27 consolidated revenue ₹2,945 Cr (flat YoY), EBITDA ₹278 Cr (-28%), PAT ₹99 Cr (-41%) amid JJM slowdown; diversifying into valves and paints.
K.P. Energy delivered strong revenue growth while transitioning to a full EPC player, though margins contracted significantly.
Q2 FY27 consolidated revenue flat YoY at INR 1,557.0 Mn; PAT down 38.6% to INR 165.1 Mn on margin compression. Closing order book INR 4,709.6 Mn.
Vodafone Idea shows operational recovery with reduced subscriber loss and growing ARPU, though heavy debt and pending bank funding remain critical hurdles.
Management is pivoting from a subsystem supplier to a complete systems owner, leveraging a record ₹4,708 Cr order book and a strategic space-business demerger to unlock valuation.