TMCVBSETata Motors LtdMediumNeutral
Announced Wed, 13 May · 16:43 IST

Pursuant to Regulation 30 of the SEBI LODR Regulations 2015, we are enclosing herewith the Investor Presentation.

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

TMCV · 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
-1.6%1-day move
₹384.70
prior close
₹393.85
base price
After-mkt
timing
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-2.1-4.1-5.6-4.0-1.6-1.0-1.6-1.2-1.2+2.6-4.2+5.6+8.4
Up moveDown movePending
AI summary

Tata Motors reported strong FY26 results with standalone revenue of Rs 77.4K Cr, up 11% YoY. EBITDA margin expanded to 13.2% (up 120 bps) and EBIT margin reached 11.0% (up 180 bps), achieving the mid-term 'teens' EBITDA margin target ahead of schedule. Q4 FY26 saw revenue of Rs 24.5K Cr with EBITDA at 13.9% and EBIT at 12.1%. The company generated Rs 9.2K Cr free cash flow for FY26, ending with net cash of Rs 7.5K Cr and industry-leading Auto ROCE of 72%. Key wins included a 70,000 vehicle order for Indonesia and 5,000+ bus orders from state transport undertakings. The Iveco acquisition is expected to close by Q2 FY27, and the board recommended a final dividend of Rs 4 per share.

Likely market impact

Tata Motors demonstrates robust operational execution with margin expansion and strong cash generation, positioning it well for FY27 despite near-term commodity inflation concerns. The disclosed order pipeline and improving market share provide revenue visibility.