Tata Technologies Limited — PPTs, 17-10-2025: Investor Presentation

Tata Technologies had a strong Q2 FY26, with operating revenue reaching ₹1,323.3 Cr, marking a 6.4% QoQ and 2.1% YoY increase. Net income stood at ₹165.5 Cr, growing 5.1% YoY, though seeing a 2.8% QoQ dip. Diluted EPS was ₹4.08, up 5.2% YoY. The Services segment, with 81% from automotive, was a key growth area.

Strategically, the company is expanding its European footprint by acquiring Germany's ES-Tec Group for €75 million to boost ER&D capabilities. A new partnership with Synopsys is set to advance virtual validation for Software-Defined Vehicles. Tata Technologies also launched WATTSync, a proprietary digital battery passport platform, and inaugurated a new office in Munich.

Recent wins include a significant project for product data and IT harmonization with a North American automotive Tier-1 supplier, a direct deal with a major German OEM for body engineering, and a partnership with a premium EV manufacturer for Display Head Unit Systems.

Management sees Q2 as a successful return to growth, maintaining strong margins. They anticipate potential short-term challenges in Q3 but expect a solid Q4 rebound, driven by a robust pipeline and improving demand, focusing on sustainable, technology-led growth for the second half of FY26.