Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, we are enclosing herewith the transcript of the earning call conducted after the Board Meeting on August 13, 2026 on the ....
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- TMPV Q1 FY27 revenue Rs. 95,800 Cr; EBIT margin 2.4%; PBT Rs. 1,600 Cr, down y-y
- India PV volumes +46% y-y; market share 14.3%, EV sales ~20% of total in Q1, 24% in July
- India business revenue Rs. 18,000 Cr +65% y-y; EBITDA margin ~4% flat y-y
- JLR Q1 wholesales down 10% y-y; EBIT margin 2.8%; PBT GBP 109 million; supply constraints and Middle East conflict impacted
- JLR plans 4 BEV launches starting Sep 2026; FY27 EV volume ~12,000 units
- India capex Rs. 1,300 Cr Q1; ramp-up expected; commodity inflation impact 4.5% Q1, 3% Q2
- Price hikes: 0.5% in Apr and Jul; further calibrated increases planned
- JLR focusing on US market growth; MoU with Stellantis for US production
- Multiple analyst queries on EV bookings, commodity inflation, and production ramp-up; management expects margin improvement in H2 FY27
Source: Original filing PDF
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🚨 TMPV — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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