Tata Elxsi Limited — PPTs, 21-04-2026: Investor Presentation

Tata Elxsi reported Q4 FY26 operating revenue of Rs. 993.8 Cr, a 4.2% QoQ and 9.4% YoY increase, with full-year FY26 revenue reaching Rs. 3,757.4 Cr. The Media & Communications business showed strong 5.6% QoQ constant currency growth, while Transportation revenue stabilized, driven by a strategic shift to Software-Defined Vehicles (SDV) and OEM engagements, with OEMs now contributing 77%. Healthcare revenue declined 10.5% QoQ. PBT margin improved by 143 basis points QoQ to 25.6%.

The company's strategy focuses on scaling design-led and AI-enabled offerings, strengthening operational efficiency, and driving sustainable growth. Recent notable developments include becoming a strategic partner for Mercedes-Benz in SDV development and establishing an Offshore Development Centre for Terumo (Japan) for medical device innovation. Tata Elxsi also launched DevStudio.ai, an automotive multi-agentic GenAI platform, and won GenAI hackathons for manufacturing automation and an AI-powered healthcare OS.

Q4 FY26 Profit After Tax (PAT) stood at Rs. 220.4 Cr, up 23.1% QoQ and 27.8% YoY, with Basic EPS at Rs. 35.37. For FY26, PAT was Rs. 698.6 Cr and EPS Rs. 112.14, both reflecting an approximate 11% YoY decline. Management's outlook prioritizes continued focus on innovative offerings, operational excellence, and maintaining healthy margins in the new financial year.