Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Tata Motors PV Q4FY26 revenue ~Rs. 105,000 Cr, +7% y-y; strong India growth and currency appreciation - India business: H2 strong rebound, 6.42 lakh units FY26, 15% y-y growth, 14%+ market share - EV sales grew 43% y-y with 92,000 units; CNG 27% of portfolio - JLR Q4 EBIT 9.2%, cash positive GBP 829 million; FY PBT GBP 458 million, breakeven volume target 300,000 units - Commodity headwinds 5-6% of revenue; cost reductions 2%, price hike 0.5% in April; further price increases considered - JLR launching Range Rover EV and new Jaguar Type 01 in H2 FY27; 78,000 expressions of interest - FY27 outlook: Tata Motors PV expects industry-beating growth, ramp-up production, new launches, supply chain resilience - JLR targeting GBP 1.7 billion savings over 2 years; focus on procurement, warranty, IT productivity - Exports growth target 70-100% in FY27; dealer inventory tight, waiting periods 4-8 weeks - Analyst Days scheduled June 17 (JLR) and June 23 (India)