Pursuant to Regulations 33 and 52 and other applicable Regulations of the SEBI Listing Regulations read with Schedule III thereof and further to our letter bearing sc no. 18896 dated April ....
TMPV · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 5.7 pts more than Nifty 100 and 6.7 pts more than its Passenger Cars & Utility Vehicles peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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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 PBT (bei) of ₹7.2K Cr. Free cash flow turned positive at ₹11.4K Cr vs negative in prior year. For FY26, consolidated revenue stood at ₹335.6K Cr (-8.3% YoY) with EBITDA margin of 6.8% (-660 bps) and EBIT margin of 1.1% (-660 bps). JLR posted FY26 revenue of £22.9bn (-20.9%) with EBIT margin at 0.7% (-780 bps), impacted by cyber incident, tariffs, and China market challenges. Tata PV domestic business showed strong growth with FY26 revenue of ₹58.5K Cr (+20.7%) and Q4 revenue of ₹18.7K Cr (+49%). Board recommended final dividend of ₹3 per share (150%). Auditors issued unmodified opinion with emphasis of matter on Composite Scheme accounting for demerger/amalgamation.
Mixed signals: strong Q4 recovery and positive cash flows are encouraging, but significant full-year margin compression at consolidated level and JLR losses raise concerns. The exceptional gain of ₹82.3K Cr from discontinued operations inflated PAT to ₹87.6K Cr, masking underlying operational challenges. Dividend recommendation provides shareholder returns.