Tata Motors Passenger Vehicles Limited — PPTs, 14-05-2026: Investor Presentation

Here's a summary of the investor presentation:

**1. Business Performance:**

Tata Motors Passenger Vehicles (TMPV) saw strong demand for its new models, leading to record annual volumes and a #2 market position in H2 FY26. The company's EV segment continued its market leadership with significant volume growth. Jaguar Land Rover (JLR) experienced a challenging year impacted by cyber incidents and market conditions, though Q4 showed recovery.

**2. Growth Drivers or Strategy:**

TMPV is focusing on profitable growth through new product launches, expanded marketing, and capacity enhancements, while leveraging the growing demand for EVs and CNG. JLR is focused on resetting its operating base to achieve significant savings and reduce break-even volumes.

**3. Recent Developments:**

New Tata Punch and updated Harrier and Safari models were launched. The Harrier.ev was also introduced. JLR saw the reveal of the Chery built Freelander design concept and the Defender win the Dakar Rally.

**4. Key Financial Metrics:**

For FY26, consolidated revenue was ₹335,582 Cr. JLR revenue was £22.9bn, with a Q4 revenue of £6.9bn. TMPV India's revenue was ₹58,465 Cr for FY26, with Q4 revenue at ₹18,742 Cr. JLR reported a Q4 PBT (before exceptional items) of £458m. TMPV reported a Q4 PBT (before exceptional items) of ₹1,102 Cr.

**5. Management Commentary / Outlook:**

Both businesses are focused on navigating global challenges. TMPV aims for industry-beating growth and profitability improvements, while JLR targets flawless execution of new launches and substantial cost savings. Investor Days are scheduled for JLR in June 2026.