Investor Day: Targets 1.2M+ volumes, 10% EBITDA margin by FY31

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

TMPV · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Tata Motors PV held its Investor Day on June 23, 2026. FY26 highlights: 6.4L+ vehicles sold (highest ever), 92K EVs (7 years as number 1 EV maker), revenue of about Rs 58.5K Cr, EBITDA margin of 6.9 percent, net cash of Rs 6.7K Cr. FY31 targets: 1.2M+ volumes (up from 640K), 20 percent market share, revenue of Rs 140K Cr, EBITDA margin of 10 percent. Plans 15 nameplates including 6 new. EV penetration target of 30 percent, CNG share of 25 percent. TMPV Group (including JLR) targets dollar 60B revenue and 10 percent EBIT margin.

Likely market impact

Multi-year growth roadmap with margin expansion signals confidence. Key milestones to track: FY29 mid-term targets and EV margin path after PLI expiry.