Tata Motors Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Motors reported strong Q3 FY26, with revenue up 17% YoY to ₹21,533 Cr and 10th consecutive quarter of double-digit EBITDA margins. The CV segment’s EBIT reached 10.6%. Net cash is robust at ₹3,900 Cr. The company launched 17 new trucks, including 5 electric models, driving wholesale volumes up 20% YoY. Management expects continued demand in Q4 across segments, fueled by infrastructure and consumption. Commodity inflation is a Q4 headwind, partly offset by a 1% price hike in January. Strong bus tender wins and exports (up 70% YoY) are key growth drivers. Delinquency trends are stabilizing. #TataMotors #Earnings #CV