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Created: 2025-07-14 11:12:17 UTC

Tata Elxsi's Q1 FY26 Earnings Call highlights: Operating revenue was INR892.1 crores. EBITDA margin at 20.9%, and PBT margin at 21.1%. Geopolitical uncertainty and industry-specific issues impacted R&D spend and deal closures. 🚗

- 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
  ▪ Operating revenue: INR892.1 crores.
  ▪ EBITDA margin: 20.9%.
  ▪ PBT margin: 21.1%.

- 𝗧𝗿𝗮𝗻𝘀𝗽𝗼𝗿𝘁𝗮𝘁𝗶𝗼𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀:
  ▪ Flat in constant currency.
  ▪ Automotive industry faces challenges.
  ▪ Deals with Mercedes-Benz, Suzuki are ramping up. ⬆️
  ▪ In discussions for large strategic deals with OEMs.
  ▪ Strategic deal wins from off-highway segment.

- 𝗠𝗲𝗱𝗶𝗮 𝗮𝗻𝗱 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀:
  ▪ Declined XXX% QoQ in constant currency.
  ▪ Large consolidation deals to contribute to growth.
  ▪ Strategic deal with U.S. tech giant for AI development. 💡

- 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 & 𝗟𝗶𝗳𝗲 𝗦𝗰𝗶𝗲𝗻𝗰𝗲𝘀:
  ▪ Declined XXX% QoQ in constant currency.
  ▪ Impacted by tariff-related issues in the U.S.
  ▪ Expanding customer base with key wins in Europe and Japan. 🌍

- 𝗧𝗮𝗹𝗲𝗻𝘁 𝗮𝗻𝗱 𝗙𝘂𝘁𝘂𝗿𝗲 𝗢𝘂𝘁𝗹𝗼𝗼𝗸:
  ▪ Adding over XXX fresh engineers this quarter.
  ▪ Expecting improvement in bottom-line and margin in Q2.
  ▪ New website launch.

- 𝗤&𝗔 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
  ▪ Auto vertical: Deals coming through in Europe and APAC region. US market is still slow.
  ▪ Healthcare: Expecting recovery in the service line in the second half of FY '26. ⏳
  ▪ Margins: Expecting to pull back the margins gradually over the next X quarters.
  ▪ Wage hikes: Most probably, those hikes will happen from Q3 onwards, October timeframe. 💰
  ▪ Aerospace and defense: building capabilities, and aiming for INR50 crores of revenues this year.
  ▪ Media and communications: The market is in a very difficult situation, but the company has reached the bottom from Tata Elxsi's perspective.
  ▪ System integration and support segment: Decline due to a one-time deal last quarter.
  ▪ Full ramp-up of the large media deal should happen by H2 of this financial year.
  ▪ Tier X portfolio would continue to be under stress.📉
  ▪ Tax rate guidance for the year is about 26%.

📊 TATA ELXSI LTD | 🏷️ Earnings Call Transcript

🌐 Details:

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**Related Topics**
[quarterly earnings](/topic/quarterly-earnings)

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