Tata Motors Passenger Vehicles Limited has informed the Exchange about Investor Presentation
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Tata Motors Passenger Vehicles Limited submitted its Q4 FY26 investor presentation covering consolidated results. Q4 consolidated revenue was ₹105.4K Cr (up 7.2% YoY) with EBITDA margin of 13.1% and EBIT margin of 8.4%. For full year FY26, revenue declined 8.3% to ₹335.6K Cr with EBITDA margin contracting sharply to 6.8% from 13.4% in FY25, and EBIT margin falling to 1.1% from 7.7%. JLR (Jaguar Land Rover) was severely impacted by a cyber incident, with FY26 EBIT margin at just 0.7% (down from 8.5%) and ROCE collapsing to 1.2% from 19.4% YoY. However, the domestic Tata Passenger Vehicles business showed strong recovery with Q4 EBIT margin at 4.7% (up 310 bps YoY) on 37% volume growth. The company achieved record annual PV volumes of 6.42 lakh units, becoming #2 OEM in H2 with 14%+ market share. The Board recommended a dividend of ₹3 per share. JLR targets returning to 300K breakeven volumes in 2 years through £1.7bn of savings.
The FY26 results show severe profitability pressure at JLR due to cyber incident and geopolitical challenges, but Q4 recovery provides hope. The domestic PV business is thriving with improving margins and market share gains. Dividend declaration offers some return to shareholders despite a challenging year.