Investor Presentation

Ref. No.: TTL/COSEC/SE/2026-27/64 October 14, 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 Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 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 and half year ended September 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 Q2’ FY27 14th October 2026 Scrip: BSE 544028, NSE: TATATECH © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. TTL-Classification: Internal 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. TTL-Classification: Internal Q2 FY27 Financial Highlights Revenue Profitability • Total Operating Revenue at ₹16,988 million, up 28.4% • Operating EBITDA at ₹2,733 million; up 31.5% YoY. YoY; up 25.1% YoY organically EBITDA margin up +40bps YoY at 16.1%; Flat QoQ • Services Segment Revenue at ₹13,557 million; up 33.9% • EBIT stood at ₹2,387 million for the quarter; up 25.3% YoY; up 29.5% YoY organically YoY. EBIT Margin at 14.1% • In USD, Total Operating Revenue came in at $177.9 • Net Income at ₹1,714 million vs. ₹1,655 million in Q2 million, up 19.1% YoY organic cc FY26 • In USD, Services Segment Revenue came in at $141.9 • Net Income Margin at 10.1% million; up 22.1% YoY organic cc 3 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. TTL-Classification: Internal Message from the CEO & MD and the CFO I am pleased with our strong performance in Q2, with revenues growing 28% year-on- year, reinforcing our positive outlook for FY27. We remain confident in delivering strong double-digit growth for the full year, supported by robust demand, ongoing program ramp-ups, and healthy pipeline conversion. Through our leadership in product realization, growing full-vehicle development capabilities, expanding Aerospace presence, and AI-native transformation, we believe Tata Technologies is becoming a highly differentiated engineering and technology partner, well-positioned Warren Harris CEO & MD for sustainable long-term growth. Our strong Q2 performance, highlighted by 28% revenue and 32% EBITDA growth, reflects the strength of our diversified portfolio, improving deal momentum, and disciplined execution. While we continue to navigate some near-term challenges, particularly within certain customer segments and geographies, the underlying demand environment remains encouraging, and our strategic programs continue to scale well. Supported by a strong order pipeline, a healthy balance sheet, and Uttam Gujrati continued investments in talent and capabilities, we remain well-positioned to CFO capitalize on the significant opportunities ahead. 4 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. TTL-Classification: Internal Strategic Wins and New Developments Tata Technologies has secured a $138 million full vehicle program with a leading luxury European Automotive OEM, further strengthening its position as an end-to-end engineering partner. The engagement spans product development, manufacturing engineering, technical leadership, and program management across two vehicle platforms. A leading North American commercial vehicle manufacturer has selected Tata Technologies to lead the end-to-end development of a new vehicle platform and support the associated digital ecosystem. Tata Technologies secured a strategic engagement with a Global Automotive OEM to support the development and virtual validation of next-generation vehicle software platforms, reinforcing its capabilities in software-defined vehicles and embedded engineering. Tata Technologies has been selected as a strategic digital transformation partner for a European Tier 1, supporting the modernization of manufacturing operations across its global plants. A North American Tier 1 has selected Tata Technologies to assume responsibility for a strategic engineering center, reflecting growing customer confidence in our delivery capabilities. 5 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. TTL-Classification: Internal Financial & Operational Data © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. TTL-Classification: Internal Income Statement - Consolidated IND AS IND AS INR Mn Q2 FY26 Q1 FY27 Q2 FY27 QoQ YoY Revenue from operations 13,233 16,646 16,988 2.1% 28.4% Services Segment 10,128 12,969 13,557 4.5% 33.9% Technology Solutions Segment 3,105 3,677 3,431 -6.7% 10.5% Gross Profit 3,599 4,600 4,738 3.0% 31.6% Services Segment 3,039 3,958 4,084 3.2% 34.4% Technology Solutions Segment 561 642 654 1.9% 16.6% Operating EBITDA 2,078 2,674 2,733 2.2% 31.5% EBIT* 1,906 2,386 2,387 0.1% 25.3% PBT 2,259 2,517 2,417 -4.0% 7.0% Net Income 1,655 1,808 1,714 -5.2% 3.6% EPS (diluted) 4.08 4.45 4.22 -5.2% 3.4% Margins (%) Gross Margin 27.2% 27.6% 27.9% Service Segment 30.0% 30.5% 30.1% Technology Solutions Segment 18.1% 17.5% 19.1% Operating EBITDA Margin 15.7% 16.1% 16.1% EBIT Margin 14.4% 14.3% 14.1% Net Income Margin 12.5% 10.9% 10.1% In Constant Currency USD Mn Q2 FY26 Q1 FY27 Q2 FY27 QoQ YoY QoQ YoY Revenue from operations 150.9 175.4 177.9 1.4% 17.8% 1.9% 22.2% Service Segment 115.6 136.6 141.9 3.9% 22.8% 4.3% 26.2% *EBIT includes “share of profit from equity accounted investees” and “other deferral income” 7 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners. TTL-Classification: Internal Q2 FY27 Key Metrics Services: Customer pyramid (LTM) Q2 FY26 Q1 FY27 Q2 FY27 > 50 Mn 2 3 2 10-50 Mn 3 5 6 5-10 Mn 8 7 7 1-5 Mn 33 34 37 Employee metrics Q2 FY26 Q1 FY27 Q2 FY27 Headcount 12,402 12,579 12,895 Voluntary attrition, LTM 15.1% 16.0% 15.6% Headcount includes FTEs and contractors Liquidity metrics Q2 FY26 Q1 FY27 Q2 FY27 DSO : Billed + Unbilled (days) 109 97 102 Cash and Cash Equivalent ($ Mn) (1) 122.8 118.7 107.8(3) FCF (INR Mn)(2) 2,061 [Showing first 8,000 characters — download PDF for full document]