Tata Technologies Limited · NSE:TATATECH
Tata Technologies — Investor Presentation (February 2026)
39 slides from Tata Technologies's investor presentation, Feb 25, 2026
Slide 1: Exchange filing cover letter: Analyst/Institutional Investor Meetings presentation
Ref. No.: TTL/COSEC/SE/2025-26/91 February 25, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai- 400001, India Mumbai – 400 051, India Scrip Code: 544028 Trading symbol: TATATECH
Slide 2: Tata Technologies Investor Presentation Feb 2026
Classification: Public Tata Technologies Investor Presentation Feb 2026 Scrip: BSE 544028, NSE: TATATECH #EngineeringASoftwareDefinedFuture © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 3: Disclaimer
Classification: Public Disclaimer This release may include opinions and assumptions about future performance which could be considered forward-looking statements. Forward-looking statements intrinsically cover several risks and uncertainties, which may lead to a material difference between actual re
Slide 4: Index
Classification: Public Index # Topic 01 Section 1 –The Market Is Turning Again Slides 4 - 7 02 Section 2 – Using The Slowdown To Build A More Resilient Core Slides 8 – 15 03 Section 3 – Why We Are Structurally Different Slides 16 – 19 04 Section 4 - Why AI Reinforces, Not Replaces, This Advantage Sl
Slide 5: The Market Is Turning Again
Classification: Public THE MARKET IS TURNING AGAIN 4 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 6: Last 12-18 months: A pause in decisions, not in demand
Classification: Classification: Confidential Public Last 12 – 18 months: A pause in decisions, not in demand Manufacturing Paused Decisions - Not Ambition Factors Driving Delays The automotive ER&D market has experienced delays rather Geopolitical uncertainty, tariff fluctuations, and changing than
Slide 7: Why manufacturing rebounds differently
Classification: Classification: Confidential Public Why manufacturing rebounds differently / Global ER&D spend shows that manufacturing investment follows new product, platform, and propulsion decisions - not sales cycles. / To stay competitive and gain market share, both traditional and new players
Slide 8: Why this inflection matters for Tata Technologies
Classification: Classification: Confidential Public Why this inflection matters for Tata Technologies Global ER&D services market addressed by Indian service providers (US$ Bn) Source: NASSCOM Accelerated growth 46-47 +14-15% CAGR The evolving landscape favors partners Baseline growth 38-39 +11-12%
Slide 9: Using the Slowdown to Build a More Resilient Core
Classification: Public USING THE SLOWDOWN TO BUILD A MORE RESILIENT CORE 8 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 10: The model was stress-tested…
Classification: Classification: Confidential Public The model was stress-tested… Margins Compressed Anchor Softness Surfaced / We observed softer anchor sentiment during the period, stemming from temporary operational challenges after a cybersecurity event. Tata Technologies Reported EBITDA Margin %
Slide 11: …Yet it sustained and scaled
Classification: Classification: Confidential Public …Yet it sustained and scaled Diversification Advanced Portfolio Mix Improved Diversification continues to advance, supported by the Our focus on Embedded Software and Services has addition of marquee global OEMs such as BMW and improved our Portfol
Slide 12: Our solutions continued to deliver excellent customer experience
Classification: Classification: Confidential Public Our solutions continued to deliver excellent customer experience TTL overall NPS seen to be in the Top 10%ile among global technology services players 64 61 38 25 Complete vehicle engineering Gen AI Powered Sales Assistant for including CAE and CFD
Slide 13: What held up through the downturn?
Classification: Classification: Confidential Public What held up through the downturn? Our resilience has been demonstrated through recovery in services and portfolio diversification Services Momentum Stabilized Revenue Contribution From Non-Auto Increased Tata Tech Services Revenue (USD mn) Non-Aut
Slide 14: Enhancements we drove while the market slowed (1 of 3)
Classification: Classification: Confidential Public Enhancements we drove while the market slowed (1 of 3) Tata Technologies acquired Germany-based ES-Tec Group for up to €75 million in late 2025, strengthening its presence in the German automotive market. / The deal expands capabilities in ADAS, co
Slide 15: Enhancements we drove while the market slowed (2 of 3)
Classification: Classification: Confidential Public Enhancements we drove while the market slowed (2 of 3) Ramp-up Delivery Excellence ∕ Ramped up significantly with over 1,500+ team ∕ While managing the complexity team delivered 90%+ members onboarded by December 2025 Delivery Reliability, 95%+ per
Slide 16: Enhancements we drove while the market slowed (3 of 3)
Classification: Public Enhancements we drove while the market slowed (3 of 3) We integrated AI to optimize processes, enhance user experience, and drive competitiveness Product engineering Manufacturing engineering After market AI for product AI-driven inventory Gen AI virtual assistant design manag
Slide 17: Why We Are Structurally Different
Classification: Public WHY WE ARE STRUCTURALLY DIFFERENT 16 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 18: Turnkey Research, Engineering, and Development (TREaD)
Classification: Classification: Confidential Public Turnkey Research, Engineering, and Development (TREaD) Our program covers the complete spectrum of solutions around full vehicle program with improved time-to-market. Turnkey Vehicle Development Capabilities: From Concept to Launch Over the years,
Slide 19: Full Vehicle Program (FVP) Delivery Capability
Classification: Classification: Confidential Public Full Vehicle Program (FVP) Delivery Capability OD NG UCT E INEERI N PR G Vehicle Body Engineerin Structures g Powertrai n Light Systems Weighting / ESPs from India to deliver full turnkey vehicle program for Amongst Embedde Jig & Door d Fixture Sys
Slide 20: We operate with Vehicle-level accountability
Classification: Classification: Confidential Public We operate with Vehicle-level accountability While most global ER&D players typically focus on discrete domains, subsystems, or component-level engineering … We integrate across the vehicle OEM captive centers are often constrained by their interna
Slide 21: Why AI Reinforces, Not Replaces, This Advantage
Classification: Public WHY AI REINFORCES, NOT REPLACES, THIS ADVANTAGE 20 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 22: AI: Unbearable disruption for some, unprecedented opportunity for others
Classification: Public AI : Unbearable disruption for some, unprecedented opportunity for others Software Development is having its existential crisis moment. Engineering is not. 21 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owner
Slide 23: Integrated approach across Digital Thread, Agentic AI, and MBSE
Classification: Public We are taking an integrated approach across Digital Thread, Agentic AI, and MBSE to accelerate product lifecycles: applicable to Auto, IHM, Aero ++ Objective: To transform product lifecycles by integrating Agentic AI with MBSE, enabling faster concept-to-production cycles, rig
Slide 24: Focus areas to incorporate AI into the Automotive NPI value chain
Classification: Classification: Confidential Public We have established clarity around focus areas to incorporate AI into the Automotive New Product Introduction (NPI) value chain Product Definition Product Engineering Manufacturing & Process Engg. Operations & Production Sales, Service & Warranty P
Slide 25: A Structurally Stronger Company Entering the Upcycle
Classification: Public A STRUCTURALLY STRONGER COMPANY ENTERING THE UPCYCLE 24 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 26: Automotive remains the core, and the opportunity is expanding
Classification: Classification: Confidential Public Automotive remains the core, and the opportunity is expanding The engineering required to bring a modern vehicle to market has skyrocketed - and we are built to capture every layer of that complexity. Our Moat The Complexity Matrix / End-to-end veh
Slide 27: China Speed, China Cost, Western Quality
Classification: Public Operating at “China Speed, China Cost, Western Quality” - Enabling “China for China” and “China for the World” China Cost China Speed Western Quality / Established delivery presence in China to / Ability to execute at the pace of China’s / Strong delivery footprint in NA and E
Slide 28: Aerospace offerings across Airframes, Propulsion, MRO and Aviation Services
Classification: Public Aerospace offerings spread across Airframes, Propulsion, MRO, Industrialization & Aviation Services - Enabling End-to-End Digital Transformation Designing, manufacturing, and commissioning of advanced Docking Systems for a leading APAC airline. Strategic partner for EMES3 – En
Slide 29: Tata Group: recent developments indicate multi-year structural growth runway
Classification: Public Tata Group: recent developments strongly indicate tailwinds for a multi-year, structural growth runway for our company Illustrative; not exhaustive JLR + Tata Motors BEV/SDV Shift = Multi Year Engineering & Tata Power’s Renewable & Storage Investment Wave = Software Demand Ele
Slide 30: Capability diversification creates leverage
Classification: Classification: Confidential Public Capability diversification creates leverage From mechanical to full-stack engineering. Same foundation, more leverage. Tata Technologies has systematically expanded beyond its mechanical engineering roots. Embedded systems, software, and AI are now
Slide 31: Entering the upcycle structurally stronger
Classification: Classification: Confidential Public Entering the upcycle structurally stronger Automotive Core: Intact & Expanding China - Faster Learning Broader Industries & Capabilities Deepened relationships with marquee Exposure to China's accelerated EV Aerospace, industrial & off-highway OEM
Slide 32: The Way Ahead
Classification: Public THE WAY AHEAD 31 © Copyright 2026 Tata Technologies. All rights reserved. All other trademarks are trademarks of their respective owners.
Slide 33: Clarity. Accountability. Confidence.
Classification: Classification: Confidential Public Clarity. Accountability. Confidence. The Setup Is in Place / Client decision-making is restarting. / Portfolio positioned for strong rebound. / Market conditions are reversing favorably. Re- / Precisely at the inflection point for Acceleration oppo
Slide 34: Margin recovery: clear and time-bound
Classification: Classification: Confidential Public Margin recovery: clear and time-bound Margin pressure was driven by volume softness and one-off costs - both transitional. Recovery is anchored on four concrete levers. 5 4 Our Margin 3 Internal AI tools Commitments 2 reducing Full-Vehicle 1 Higher
Slide 35: What remains a risk
Classification: Classification: Confidential Public What remains a risk We cannot eliminate macro uncertainty – but we can ensure our response to it is disciplined, deliberate, and decisive. The risks below are real. What separates us is how we are positioned to absorb and navigate each one. Interna
Slide 36: Tata Technologies is a diversified, global product engineering partner
Classification: Classification: Confidential Public Tata Technologies is a diversified, global product engineering and digital engineering partner with full-vehicle development capabilities, entering the next upcycle structurally stronger, with clearer growth and margin visibility. 35 © Copyright 20
Slide 37: About Tata Technologies
Classification: Public About Tata Technologies Tata Technologies (BSE: 544028, NSE: TATATECH) is a global product engineering and digital services company focused on fulfilling Its mission of helping the world drive, fly, build, and farm by enabling Its customers to realize better products and deliv
Slide 38: Contact Us
Classification: Public Contact Us For investor queries Name: Vijay Lohia Email: ir@tatatechnologies.com Desk Phone: +91 20 66529090 For media queries Name: Nikita Crasta Email: Nikita.Crasta@adfactorspr.com Desk Phone: +91 22 67574600 37 © Copyright 2026 Tata Technologies. All rights reserved. All o
Slide 39: tatatechnologies.com
Classification: Public ASIA PACIFIC 25 Rajiv Gandhi Infotech Park /TataTechnologies Hinjawadi, Pune @tatatechnologies India 411057 /TataTech_News Tel: +91 20 6652 9090 /TataTechnologies /TataTechnologies EUROPE The European Innovation tatatechnologies.com and Development Centre (EIDC) Olympus Avenue
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