Tata Elxsi Limited has informed the Exchange about Investor Presentation
TATAELXSI · price
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Tata Elxsi reported Q4 FY26 revenue of Rs. 993.8 crore, up 4.2% QoQ and 9.4% YoY, with constant-currency growth of just 0.9% QoQ and 1.0% YoY. PBT margin expanded 143 bps QoQ to 25.6%, lifting PAT 23.1% QoQ to Rs. 220.4 crore. For full-year FY26, revenue was Rs. 3,757.4 crore (up just 0.8% YoY), while PBT margin contracted sharply to 23.4% from 26.3% in FY25, dragging full-year PAT down 11% to Rs. 698.6 crore. Transportation (56% of revenue) was flat QoQ but up 7% YoY in CC, Media & Communications grew 5.6% QoQ in CC, while Healthcare declined 13.1% QoQ and a steep 26.7% YoY. The company also announced multiple large deal wins including partnerships with Mercedes-Benz R&D, Suzuki Motors, Terumo (Japan ODC launch) and Bayer, alongside new AI platform DevStudio.ai.
Mixed picture for shareholders: Q4 showed healthy sequential margin recovery and steady deal momentum, especially in Transportation and Media, but full-year results reveal revenue stagnation and a roughly 290 bps margin compression versus FY25. The shrinking headcount (down from 12,414 to 11,540 YoY) and weak Healthcare vertical may concern investors, though new multi-year OEM and SDV wins provide future pipeline visibility.