| Revenue growth | 14.5% YoY, 2.8% QoQ reported. |
|---|---|
| Margins | EBITDA margin at 21.2%, down from 24.6% in Q4FY26. |
| Order book | Significant wins in Transportation (off-road/aerospace) and Media (global operators). |
| Demand visibility | Strong deal execution and momentum in large strategic engagements. |
| Management confidence | Strong confidence in AI-enabled engineering and design-led capabilities. |
Growth
Revenue grew 14.5% YoY; PBT grew 18.4% YoY to Rs. 232.5 Cr; PAT grew 18.2% YoY to Rs. 170.6 Cr.
Outlook
Focus on AI-powered platforms like AnaTel and ViTEL; strategic partnership with JSW Motors for Pune technology center.
Risks
Muted industry environment in Healthcare; significant QoQ decline in PBT (-13.2%) and PAT (-22.6%) due to margin pressure.
Last quarter's promises, checked
Delivered
- Guided Healthcare recovery in Q1 → delivered recovery (implied by 14.5% YoY total growth) (= BEAT)
- Guided sustained Media growth → delivered 22.2% YoY growth (= BEAT)
- Guided focus on AI-native engineering → delivered AnaTel and ViTEL launches (= BEAT)
Partly delivered
- Guided metering headcount additions → delivered margin pressure from investments (= PARTIAL)
Missed
- Guided 27% PBT exit margin for FY27 → delivered 21.2% EBITDA (lower PBT) (= MISS)
- Guided single to high-single digit Transportation growth → delivered 13.3% YoY (= BEAT/MISS - Over-delivery on revenue but missed on margin protection)
Earnings Call filed with BSE, NSE: TATAELXSI. Summary written with AI assistance from the document.
Tata Elxsi Ltd: key numbers
- Share price
- ₹3,082.50
- Market cap
- ₹19,206 Cr
- Revenue (annual)
- ₹3,757 Cr
- Net profit (annual)
- ₹628.4 Cr
- P/E (TTM)
- 29.3×Sector 21.6×
- Promoter holding
- 43.90%+0.00% QoQ
- FII holding
- 9.85%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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