Tata Technologies Limited — PPTs, 14-07-2025: Investor Presentation

**Financial Highlights:**

Q1 FY26 revenue from operations stood at ₹1,244.3 Cr, with services segment revenue at ₹963.7 Cr. Operating EBITDA was ₹200.1 Cr, yielding a 16.1% margin. Net Income came in at ₹170.3 Cr, up 5.1% YoY, with a 13.7% margin. While revenue and Operating EBITDA margins saw a decline QoQ and YoY, the company maintained a Free Cash Flow of ₹189.0 Cr.

**Strategic Initiatives & Growth Drivers:**

Client confidence strengthened throughout the quarter, leading to six strategic deal wins and a robust deal pipeline. Management anticipates a sequential recovery in Q2 and a stronger second half of FY26, driven by continued investment in product innovation and digital transformation.

**Business Developments:**

Recent strategic wins include Volvo Cars for product engineering and PLM, a leading European luxury OEM for technical services, and a North American Tier-1 supplier for critical engineering support. Key partnerships were formed with Emerson for advanced testing solutions and a global CV OEM for a dedicated ODC. An Asian airline also engaged the company for an integrated aircraft docking system.

**Market Position & Competitive Advantage:**

The company reinforced its position as a #1 India-based, Global Automotive Engineering ESP and among the Top 2 global providers in electrification. Automotive revenue contributes 83% of its services segment revenue, emphasizing its specialized expertise.

**Investor Implications:**

Despite some Q1 financial pressures, the strong deal momentum and management's optimistic outlook for the latter half of FY26 indicate positive growth potential. Continued focus on software-defined and sustainable mobility initiatives remains a key driver.