Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, we are enclosing herewith the presentation to be made by the Company at the Investor Day.

BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Fort Bandra Kurla Complex, Mumbai 400 001 Bandra (E), Mumbai 400 051 June 23, 2026 Sc no. – 18944 Dear Sir/Madam, Sub: Submission of Investor Day Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and with further reference to our letter bearing sc no. 18881 dated March 23, 2026, we are enclosing herewith the presentation to be made by Tata Motors Passenger Vehicles Limited (formerly Tata Motors Limited) (‘the Company’), at its Investor Day being held today, i.e., June 23, 2026. The same is also being made available on the Company’s website at www.cars.tatamotors.com. This is for information of the Exchanges and the Members. Yours faithfully Tata Motors Passenger Vehicles Limited (formerly Tata Motors Limited) Maloy Kumar Gupta Company Secretary & Chief Legal Officer Encl: as above Safe Harbor Statement Statements in this presentation describing the objectives, projections, estimates and expectations of Tata Motors Passenger Vehicles Limited (the “Group”) and its business segments may be “forward-looking statements” within the meaning of applicable securities laws and regulations. Actual results could differ materially from those expressed or implied. Important factors that could make a difference to the Group’s operations include, amongst others, economic conditions affecting demand / supply and price conditions in the domestic and overseas markets in which the Group operates, changes in Government regulations, tax laws and other statutes and incidental factors. Certain analysis undertaken and represented in this document may constitute an estimate from the Group and may differ from the actual underlying results. • Reported EBITDA is defined to include the product development expenses charged to P&L and realised FX and commodity hedges but excludes the gain/ loss on realised derivatives entered into for the purpose of hedging debt, revaluation of foreign currency debt, revaluation of foreign currency other assets and liabilities, MTM on FX and commodity hedges, other income (except government grant) as well as exceptional items. • Reported EBIT is defined as reported EBITDA plus profits from equity accounted investees and deferral income less depreciation & amortisation. • Free cash flow is defined as net cash generated from operating activities (including repurchase financing) less net cash used in automotive investing activities, including realised profit/ loss on sale of mutual funds and excluding investments in consolidated entities, M&A linked asset purchases and movements in financial investments, and after net finance expenses (including interest on leases) and fees paid • Presentation format: The financial data provided represent the details on consolidated segment level. The operating segment comprise of Automotive segment and others. • In automotive segment, financial data is presented for sub-segments as below: • Tata Passenger Vehicles (Tata PV): Includes TMPVL, TPEML,TMDTC, TRILIX and Joint Operation FIAPL AGENDA PV Business Overview and Strategy PV Business Updates › EV product & technology strategy › Product quality transformation › Supply Chain transformation - Growth with Profitability PV Business - Financial performance and outlook Consolidated TMPV Group - 5-year priorities and outlook Q&A Session › PV Business › JLR PV BUSINESS OVERVIEW AND STRATEGY SHAILESH CHANDRA Managing Director & CEO, Tata Motors Passenger Vehicles Limited Agenda FY26 Long-Term Our Strategy Overview Industry Trends Going Forward Agenda FY26 Long-Term Our Strategy Overview Industry Trends Going Forward FY26 was a tale of two halves for the Indian PV industry After a muted first half, there was a sharp, broad-based recovery in H2 FY26 Average Industry Monthly Volumes H1 FY26 - Industry Headwinds Volumes in thousands 435 1. Demand moderation in H1 & subdued customer sentiments 2. Significant stress on growth in the sub-₹10 lakh segment 3. Elevated channel inventory & heightened discounting H2 FY26 - Broad-based Recovery due to GST 2.0 16%+ 20%+ 30%+ 60%+ YoY growth in growth across growth in growth in industry Compact, the CNG the EV volumes Mid & High SUVs segment industry FY20 FY21 FY22 FY23 FY24 FY25 H1 FY26 H2 FY26 Growth -2% 13% 27% 9% 3% -0.4% 16% Tata Motors PV delivered its strongest-ever year Agile actions & disciplined execution translated into record volumes, increasing market shares & EV leadership vehicles sold in FY26 - YoY growth rate for us ranked PV manufacturer in 6.4L+ ~2x #2 highest ever in TMPV history (15%) vs industry (8%) India in H2 FY26 CNG vehicles sold in FY26 – 92K+ EVs sold - our highest- 170K+ #1 EV manufacturer in India – 7 outpacing industry growth ever annual volumes years in a row We drove growth across the portfolio esp. CNG We outpaced the industry across vehicle segments (SUV & hatches), and CNG continued to be a major growth driver for us Strong SUV Growth Tata CNG Annual Volumes • Nexon & Punch were the Top-2 SUVs in India in H2 FY26 Industry-Beating Growth Volumes in thousands • New nameplate Sierra saw strong traction at launch Rebound in Hatch Volumes • New Altroz launch & Tiago 2025 strengthened our hatch volumes • Industry hatch volumes fell 3%, FY23 FY24 FY25 FY26 while ours grew 16% YoY • Growth driven by wide twin-cylinder CNG portfolio (4 products) which appeal to personal segment customers We sustained our EV leadership position with record volumes Our growth in EVs has been driven by an expanding portfolio that continues to address barriers to adoption Tata EV Annual Volumes Key Highlights & Milestones Volumes in thousands 92k+ 40%+ 300k+ EVs sold in FY26 - EV market share EVs sold since highest ever for TMPV in FY26 inception New EV launches in FY26 • Harrier.ev expanded our portfolio with an entry into High EV segment • Punch.ev refreshed our mass- market EV line-up FY20 FY22 FY24 FY26 New & refreshed products strengthened demand in H2 A strong wave of launches and refreshes re-energised our product portfolio New Nameplate Sierra New Punch New Altroz Harrier & Safari Petrol New Punch.ev Harrier.ev Our THRIVE Transformation initiatives delivered structural gains Key actions taken over the past 18 months helped build foundations & were fundamental to our growth Network 01 Quality 02 Service 03 Marketing 04 Sales 05 Profitability 59% 300 bps+ 30%+ 260 bps 90%+ reduction in early-life improvement in service increase in bookings for increase in enquiry-to- of dealers profitable vehicle issues TAT adherence our portfolio bookings as we exit FY26 Transformation initiatives positioned us to convert the H2 recovery into durable, profitable growth In IB, we saw a sharp growth in our volumes Growing international presence esp. re-entry into the South African market has been a key growth driver Tata Motors IB Volumes Growing IB Presence 4x volumes vs FY25 Volumes 10200 South Africa Nepal Sri Lanka Mauritius Bhutan Continued IB Growth Momentum in Coming Years Scale-up in volumes Entry into new major 2670 2540 in South Africa with markets across new launches continents FY24 FY25 FY26 Agenda FY26 Long-Term Our Strategy Overview Industry Trends Going Forward Industry will grow to 6.4mn and Price-Volume Curve will shift upwards Structural demand drivers will drive 6-7% CAGR, while rising incomes will pull the median price higher PV Industry Volume Projection Industry Price-Volume Curve FY21 FY26 FY31 FY31 FY26 FY21 6-7% CAGR Volumes in millions <4 6 8 10 12 14 16 18 20 22 24 26 28 30 FY20 FY26 FY31 Projection (Basis TMPV estimates) Source (FY21 & FY26): JATO | Source (FY31): Triangulated TMPV estimates Drivers of Growth Median Industry Selling Price Inflation in car prices (same vehicle): ~3% CAGR GDP growth Growing incomes Faster replacement ₹7–8L → ₹11–12L → ~₹15L In line with India’s secular High income households Vehicl [Showing first 8,000 characters — download PDF for full document]