NSEInvestor Presentation5d ago · 17 Jul 2026, 04:55 pm

Investor Presentation

Tata Technologies Limited · TATATECH

✦ AI Summary▲ PositiveResults

Tata Technologies Limited has informed the Exchange about Investor Presentation for Q1 FY27 financial results, with reported EBITDA up 6.1% QoQ and 33.8% YoY, and net income up 11.3% QoQ and 6.1% YoY.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment9/10

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Tata Technologies Limited has informed the Exchange about Investor Presentation

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TTLNSE_17072026165508_InvestorcallpresentationQ1.pdf

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Ref. No.: TTL/COSEC/SE/2026-27/39 July 17, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai- 400001, India Mumbai – 400 051, India Scrip Code: 544028 Trading symbol: TATATECH Dear Sir / Madam, Subject: Investor/analyst presentation on financial results for the quarter ended June 30, 2026 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, enclosed herewith is the investor/analyst presentation with respect to Unaudited Financial Results for the quarter ended June 30, 2026. The same is also being made available on the Company’s website www.tatatechnologies.com. This is for your information and records. For Tata Technologies Limited Raghav Mulay Company Secretary and Compliance Officer Encl: As above Tata Technologies Limited Plot No 25, Rajiv Gandhi Infotech Park | Hinjawadi, Pune 411057 | India Tel: +91 20 6652 9090 | Fax: +91 20 6652 9035 CIN L72200PN1994PLC013313 Email: investor@tatatechnologies.com Website: www.tatatechnologies.com Investor Presentation Q1’ FY27 17th July 2026 Scrip: BSE 544028, NSE: TATATECH #EngineeringASoftwareDefinedFuture © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. Disclaimer This release may include opinions and assumptions about future performance which could be considered forward-looking statements. Forward-looking statements intrinsically cover several risks and uncertainties, which may lead to a material difference between actual results and the statements themselves. Such statements comprise the company’s current visibility on market movements, client discussions, and related factors. Tata Technologies Limited does not assume an obligation to update or revise any forward-looking statements. Certain analysis undertaken and represented in this document may constitute an estimate from the Company and may differ from the actual underlying results. Other Details • Reported EBITDA is defined to exclude other income. • Reported EBIT is defined as reported EBITDA plus share of profit from the equity accounted investee, plus deferred income, less depreciation & amortization 2 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. Q1 FY27 Financial highlights Revenue Profitability • Total Operating Revenue at ₹16,646 million, up 5.9% • Operating EBITDA at ₹2,674 million; up 6.1% QoQ; up QoQ; up 33.8% YoY ; up 26.9% YoY organically 33.6% YoY. EBITDA Margin at 16.1%, up 10 bps QoQ • Services Segment Revenue at ₹12,969 million, up 6.3% • EBIT stood at ₹2,386 million for the quarter; up 8.3% QoQ; up 34.6% YoY ; up 25.7% YoY organically QoQ*; up 31.1% YoY. EBIT Margin at 14.3% • In USD, Total Operating Revenue came in at $175.4 • Net Income at ₹1,808 million; up 11.3% QoQ*; up 6.1% million, up 4.3% QoQ in cc; up 19.1% YoY organic cc YoY • In USD, Services Segment Revenues came in at $136.6 • Net Income Margin at 10.9% million, up 4.3% QoQ in cc; up 16.6% organic cc *QoQ EBIT and Net Income growth is after excluding one-time exceptional reversal due to new labor code in Q4'26 3 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. Message from the CEO & MD and the CFO I am encouraged by the continued momentum in our business, with the strong execution in the second half of FY26 carrying into Q1 and delivering a solid 34% YoY increase in revenues. The demand environment remains constructive, reflected in healthy activity across our strategic growth areas, a robust pipeline of large opportunities, improving deal conversion, and greater visibility across key customer programs. Combined with our ongoing investments in AI, disciplined focus on operational efficiency, and continued portfolio diversification, we believe we are well Warren Harris CEO and MD positioned to deliver strong double-digit organic revenue growth in FY27. We remain encouraged by a constructive demand environment that continues to support strategic investments in engineering, digital transformation, and next- generation mobility. While we remain mindful of the evolving macroeconomic backdrop, our focus remains firmly on disciplined execution, operational excellence, and prudent capital allocation. These priorities, together with our diversified business mix and resilient margins, position us well to capture emerging opportunities while Uttam Gujrati continuing to invest in capabilities that strengthen our long-term competitiveness. 4 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. Strategic wins and new developments Tata Technologies secured a $100 million strategic partnership with Tenneco, covering engineering, digital, and business process transformation, leveraging AI and automation to drive greater efficiency, scalability, and business outcomes across the delivery model. A leading Japanese automotive OEM has selected Tata Technologies for a full vehicle engineering program, reinforcing our end-to- end vehicle engineering credentials, marking a scaled entry into the Japanese market while strengthening our Asia footprint. Tata Technologies has been entrusted with a multi-year engagement by a leading European luxury automotive OEM, taking ownership across engineering, manufacturing, supply chain, purchasing, and IDT domains. Tata Technologies has been selected by a North American Industrial equipment manufacturer to accelerate its digital engineering transformation and advance next-generation software-defined platform initiatives, underscoring the growing demand for our integrated engineering and digital capabilities. A leading European automotive OEM has partnered with Tata Technologies for a significant engineering engagement spanning critical vehicle engineering and propulsion programs across body electronics, steering systems, and propulsion & energy engineering - supporting the development of next-generation vehicle platforms and advancing the customer’s electrification roadmap. Tata Technologies won strategic PLM and Engineering Data Platform transformation engagement with a leading European automotive OEM, focused on modernizing enterprise engineering systems and enhancing digital product lifecycle capabilities. 5 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. Financial & operational data © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. Income statement - consolidated IND AS IND AS INR Mn Q1 FY26 Q4 FY26 Q1 FY27 QoQ YoY Revenue from operations 12,443 15,722 16,646 5.9% 33.8% Services Segment 9,637 12,196 12,969 6.3% 34.6% Technology Solutions segment 2,806 3,526 3,677 4.3% 31.0% Gross Profit 3,191 4,277 4,600 7.5% 44.2% Services Segment 2,666 3,572 3,958 10.8% 48.5% Technology Solutions segment 525 705 642 -8.9% 22.3% Operating EBITDA 2,001 2,521 2,674 6.1% 33.6% EBIT* 1,819 2,204 2,386 8.3% 31.1% PBT** 2,326 2,272 2,517 10.8% 8.2% Net Income** 1,703 1,625 1,808 11.3% 6.1% EPS (diluted)** 4.19 4.00 4.45 11.2% 6.1% Margins (%) Gross Margin 25.6% 27.2% 27.6% Service Segment 27.7% 29.3% 30.5% Technology Solutions segment 18.7% 20.0% 17.5% Operating EBITDA Margin 16.1% 16.0% 16.1% EBIT Margin 14.6% 14.0% 14.3% Net Income Margin 13.7% 10.3% 10.9% In Constant Currency USD Mn Q1 FY26 Q4 FY26 Q1 FY27 QoQ YoY QoQ YoY Revenue from operations 145.3 170.8 175.4 2.7% 20.7% 4.3% 25.2% Service Segment 112.5 132.6 136.6 3.0% 21.4% 4.3% 24.4% *EBIT includes “share of profit from equity accounted investees” and “other deferral income” **Q4’26 margins exclude one-time exceptional reversal due to new labor code 7 © Copyright 2026 Tata Technologies. All rights reserved. All other [Showing first 8,000 characters — download PDF for full document]