Announced Thu, 14 May · 16:50 IST

Pursuant to Regulation 30 of SEBI Listing Regulations 2015, please find enclosed herewith Investor Presentation on the Financial Results for the fourth quarter and financial year ended March 31, 2026.

Analyst 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.

Price reaction · full curve 14 horizons · vs prior close
+4.4%1-day move
₹338.00
prior close
₹352.00
base price
After-mkt
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+2.7+1.4+1.0+1.4+4.4+6.7+6.8+7.5+7.7+14.1+15.1+17.3-1.3
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AI summary

Tata Motors Passenger Vehicles Ltd reported Q4 FY26 consolidated revenue of ₹105.4K Cr (up 7.2% YoY), with EBITDA of ₹13.9K Cr and EBIT margin at 8.4%. For the full year FY26, consolidated revenue fell 8.3% to ₹335.6K Cr due to JLR challenges, with EBITDA margin contracting sharply to 6.8% from 13.4% in FY25. JLR (which accounts for ~80% of revenue) saw FY26 EBIT margin plummet to just 0.7% (from 8.5% in FY25) due to a cyber incident, China market challenges, and planned wind-down of outgoing Jaguar models ahead of new launches. Tata Passenger Vehicles (India) performed strongly with Q4 revenue up 49.4% YoY, EBITDA improving to 9.4% (from 7.9%), and record annual volumes of 6.42L units (+15% YoY) making it the #2 OEM in H2. JLR plans to reduce breakeven volumes to 300K units in 2 years through £1.7bn savings from Enterprise Missions. The board recommended a dividend of ₹3 per share.

Likely market impact

JLR's margin collapse and geopolitical challenges weigh on near-term earnings, though the domestic PV business shows strong growth momentum. The announced Investor Days in June 2026 may provide clearer FY27 guidance on JLR's recovery path and margin trajectory.