Tata Elxsi Limited · NSE:TATAELXSI

Tata Elxsi — Q3 FY26 Earnings Presentation

24 slides from Tata Elxsi's earnings presentation, Jan 13, 2026

  1. Slide 1: Exchange filing cover letter: Investors Presentation

    January 13, 2026 DGM – Corporate Relations The Listing Department BSE Ltd. National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C-1, Block G Dalal Street Bandra – Kurla Complex, Bandra (East) Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 500408 Scrip Code: TATAELX

  2. Slide 2: Q3 FY26 Earnings Presentation and Fact Sheet

    Q3 FY26 Earnings Presentation and Fact Sheet 13 January 2026 Page | 1

  3. Slide 3: Disclaimer

    Disclaimer This fact sheet has been prepared by Tata Elxsi Limited (the “Company”) for information purposes only and does not constitute, or form part of any offer, invitation, inducement, or advertisement to sell or issue, or any solicitation or initiation of any offer to purchase or subscribe for,

  4. Slide 4: Message from the CEO and Managing Director

    Message from the CEO and Managing Director Tata Elxsi delivered healthy growth in Q3 FY’26, with revenue from operations growing 3.9% QoQ, and EBITDA margin increasing by 220 bps QoQ. Growth was led by our transportation business, with accelerated ramp-ups in SDV led OEM deals won earlier in the yea

  5. Slide 5: Financial Highlights Q3'26

    Revenue • Reported Revenue at Rs. 953.5 Cr, 3.9% QoQ, 1.5% YoY • Revenue growth of 3.2% QoQ in CC, decline of 5.5% YoY in CC Profit • EBITDA at 23.3%; PBT* at 24.2% Financial • PBT* at Rs. 242.0 Cr, 12.7% QoQ, -5.4% YoY Highlights • PAT* at Rs. 179.1 Cr, 15.7% QoQ, -10.0% YoY Q3’26 Segment Highlight

  6. Slide 6: Tata Elxsi Financial Performance – Q3 FY'26

    Tata Elxsi Financial Performance – Q3 FY’26 Revenue from Operations EBITDA & Margin (%) 26.3% 21.1% 23.3% 246.6 222.2 193.3 939.2 953.5 918.1 Q3'25 Q2'26 Q3'26 Q3'25 Q2'26 Q3'26 PBT & Margin* (%) PAT & Margin* (%) 300.0 298.0 296.0 294.0 292.0 290.0 370.0 368.0 288.0 286.0 284.0 282.0 280.0 278.0 36

  7. Slide 7: Tata Elxsi Financial Summary – Q3 FY'26

    Tata Elxsi Financial Summary – Q3 FY’26 Metrics Q3FY26 Q2FY26 QoQ Growth Q3FY25 YoY Growth Revenue (INR CR) Revenue from Operations 953.5 918.1 3.9% 939.2 1.5% Other Income 46.0 48.9 -5.8% 39.9 15.5% Total Income 999.5 967.0 3.4% 979.0 2.1% Margins (INR CR) EBITDA 222.2 193.3 15.0% 246.6 -9.9% EBIT

  8. Slide 8: Revenue by Geography and Client Concentration

    Revenue by Geography and Client Concentration Geo Mix Top 5 49.4% 44.8% 44.2% 40.4% 38.7% 42.1% Q3'25 Q2'26 Q3'26 30.9% 31.6% 32.0% Top 10 59.4% 54.2% 54.7% 19.4% 19.0% 16.7% 9.3% 10.7% 9.3% Q3'25 Q2'26 Q3'26 Q3'25 Q2'26 Q3'26 RoW India Americas Europe Page | 7

  9. Slide 9: Employee Metrics

    Employee Metrics Headcount 12,878 12,414 12,127 11,951 11,594 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Attrition 12.4% 13.3% 15.0% 15.4% 15.6% Page | 8

  10. Slide 10: Vertical and Segment Performance – Q3 FY'26

    Tata Elxsi Vertical and Segment Performance – Q3 FY’26 Tata Elxsi Operating Revenue: 3.2% CC QoQ terms, -5.5% CC YoY Segments SDS Verticals 1.5% Others +38.9% CC QoQ +85.1% CC YoY 10.8% 56.6% Healthcare Transportation & Life Sciences +7.3% CC QoQ 2.8% -4.3% CC QoQ -4.2% CC YoY -12.2% CC YoY System I

  11. Slide 11: Operational Performance – Q3 FY'26

    Operational Performance – Q3 FY’26 Revenue By Onsite/Offshore Mix Revenue By Contract Type Mix 25.8% 26.1% 26.9% 51.9% 56.3% 54.4% 74.2% 73.9% 73.1% 48.1% 43.7% 45.6% Q3'25 Q2'26 Q3'26 Q3'25 Q2'26 Q3'26 Onsite Offshore Fixed Price Time & Material Page | 10

  12. Slide 12: Deals

    Deals Page | 11

  13. Slide 13: Key Deals – Q3 FY26

    Key Deals – Q3 FY26 Tata Elxsi has been selected to deliver regulatory workflow transformation for a global MedTech leader. Europe headquartered This multi-million, multi-year large deal leverages Tata Elxsi’s RegAI framework that brings together AI, MedTech Multinational Gen AI and automation to au

  14. Slide 14: Awards

    Awards Page | 13

  15. Slide 15: Leading with Innovation and AI

    Leading with Innovation and AI Tata Elxsi wins the Google Cloud Gen AI Hackathon Tata Elxsi Wins the ‘Tata Innfuze Challenge 2025’ for its Next-Generation Manufacturing Innovation Tata Elxsi along with Tata Motors, won First Prize at the Tata InnFuze Challenge Tata Elxsi secured first place for TEFa

  16. Slide 16: Partnerships

    Partnerships Page | 15

  17. Slide 17: Tata Elxsi and GSMA Partner to Accelerate Operator Network Monetization

    Tata Elxsi and GSMA Partner to Accelerate Operator Network Monetization Tata Elxsi signed a Memorandum of Understanding (MoU) with GSMA, the global mobile industry association, to help mobile operators secure new revenue streams by monetizing their networks through Standardized APIs. This will help

  18. Slide 18: Tata Elxsi, UIUC and OSF HealthCare partner on rural healthcare access

    Tata Elxsi, UIUC and OSF HealthCare partner to transform American rural healthcare access Tata Elxsi partnered with the University of Illinois Urbana-Champaign and OSF HealthCare to transform rural healthcare access in the United States through a collaborative digital health initiative.​ The program

  19. Slide 19: Tata Elxsi & Nova Technologies co-develop Kavach 4.0

    Tata Elxsi & Nova Technologies co-develop Kavach 4.0 for Safer Rail Travel Tata Elxsi, along with Nova Technologies, a signalling, control, and train protection system manufacturing company and subsidiary of e2E Transportation Infrastructure Limited, will co-develop Kavach 4.0, the next-generation i

  20. Slide 20: On the World Stage

    On the World Stage Page | 19

  21. Slide 21: Tata Elxsi at PRPL Summit 2025

    Tata Elxsi at PRPL Summit 2025: Transforming Broadband Experience Tata Elxsi participated in the prpl Summit 2025 in Paris, where it showcased how Tata Elxsi empowers global operators to simplify and accelerate the entire device engineering and lifecycle journey, backed by its deep expertise in prpl

  22. Slide 22: Tata Elxsi at MWC Doha 2025

    Tata Elxsi at MWC Doha 2025: Accelerating Autonomous Networks & Network Monetization Tata Elxsi participated in the inaugural edition of MWC Doha 2025. Mr. Rajagopalan G, CTO for Communications Platforms & Technologies, led the Tata Elxsi delegation at the MWC Doha 2025. At the event, Tata Elxsi sho

  23. Slide 23: Taking the center stage on Mobility

    Taking the center stage on Mobility Tata Elxsi at CII Software-Led Mobility Conclave 2025 Tata Elxsi at Tech Milan 2025 Sundar Ganapathi, Chief Technology Officer - Automotive at Tata Elxsi, Jayaraj Rajapandian, Head of Avionics, Rail & Off-Highway, represented Tata presented a thought leadership pe

  24. Slide 24: About Tata Elxsi

    Incorporated in 1989, Tata Elxsi is amongst the world’s leading providers of design and technology services across industries including Transportation, Media, Communications and Healthcare & Medical Devices. Tata Elxsi provides integrated services – from research and strategy, to electronics and mec

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