Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, we are enclosing herewith the transcript of the earning call held on May 14, 2026 on the Financial Results of the Company ....
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Tata Motors Passenger Vehicles Limited reported a strong Q4 and FY26 with record volumes of 6.42 lakh units (15% YoY growth), ranking #2 in domestic market with 14%+ market share. India PV business delivered Q4 revenue growth of 50% YoY with 9.4% EBITDA margin. JLR faced challenges from tariffs (~GBP 525 million impact) and geopolitical issues but achieved Q4 EBIT of 9.2% and full year within guidance. Management approved Rs. 3 dividend per share. Net debt stands at Rs. 30,000 Cr with PV cash positive at Rs. 7,000 Cr. Commodity headwinds of 5-6% of revenue are being addressed through cost reduction and potential price increases. EV business grew 43% to 92,000 units with 40%+ market share. JLR targets GBP 1.7 billion cost savings over two years to reduce breakeven to 300,000 units.
Strong operational performance in India offsets JLR challenges; cost reduction initiatives and new launches (Range Rover EV, Jaguar Type 01) key for FY27 growth. Commodity headwinds and geopolitical risks remain concerns.