Tata Motors Ltd — Q1FY27 Earnings Call Summary

TMCV · Q1FY27 · Filed 18 Aug 2026

Key Takeaways

• Multiple analyst queries on Indonesia order ramp-up, EV demand, and pricing; management confident on growth and margin management
• Q1 FY27 standalone revenue ₹19,300 Cr +23% y-y; EBITDA ₹2,300 Cr at 11.7% margin (-60 bps); PAT growth 26%
• Commodity inflation remains a challenge; 2.5% price hike taken July 1 to offset costs
• Indonesia 70,000-unit order deliveries started; expected completion over FY27-FY28
• Free cash flow ₹1,114 Cr vs negative ₹1,796 Cr in Q1 FY26; working capital discipline and Indonesia advance key
• Fleet utilization improving month-on-month; market share gains in HCV, SCV, and CV passenger segments
• Consolidated revenue ₹20,700 Cr +19% y-y; EBITDA margin 10.9% (-90 bps); PBT before exceptional items up 81%
• Electric CV orders exceed 3,400; SCV EV retail penetration double-digit in May-June
• EV financing improving; battery warranty exceeds loan tenor, boosting financier confidence

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.