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11-Jul-2025

Tata Elxsi

Transportation vertical to drive growth in FY2026


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Tata Elxsi hosted a conference call on July 10, 2025. In the conference call, the company was represented by Mr Manoj Raghavan-CEO & MD and Mr Gaurav Bajaj – Chief Financial Officer.

Key Takeaways of the call

The company reported operating revenues of Rs 892.1 crore down by 1.8% QoQ in Q1FY2026.

EBITDA margin stood at 20.9% and PBT margin stood at 21.1% in Q1FY2026.

The quarter was challenging across key regions with geopolitical uncertainties and industry and customer specific issues impacting R&D spend and deal closures across geographies.

Transportation business: The transportation business which represents more than 50% of the company’s overall revenues did well to exit flat in constant currency terms. The automotive industry is still in a state of flux with China business and tariff related uncertainties costing cloud on R& D spend.  While the tier I supplier business...



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