Tata Elxsi Limited · NSE:TATAELXSI
Tata Elxsi — Q2 FY26 Earnings Presentation
27 slides from Tata Elxsi's earnings presentation, Oct 9, 2025
Slide 1: Exchange filing cover letter
October 09, 2025 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
Slide 2: Q2 FY26 Earnings Presentation and Fact Sheet
Q2 FY26 Earnings Presentation and Fact Sheet 9 October 2025 Page | 1
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,
Slide 4: Message from the CEO and Managing Director
Message from the CEO and Managing Director For the second quarter of FY’26, Tata Elxsi reported an operating revenue of 918.1 crores, with a healthy growth of 2.9% over the previous quarter. The Profit Before Tax grew 9.4% QoQ to Rs. 214.7 crores, improving 110 bps over the last quarter. Amidst dyna
Slide 5: Financial Highlights Q2'26
Revenue • Reported Revenue at Rs. 918.1 Cr, 2.9% QoQ, -3.9% YoY • Revenue growth of 1.0% QoQ in CC and decline of 8.3% YoY in CC Profit • EBITDA at 21.1%; PBT at 22.2% Financial • PBT at Rs. 214.7 Cr, 9.4% QoQ Highlights • PAT at Rs. 154.8 Cr, 7.2% QoQ Q2’26 Segment Highlights • Transportation reven
Slide 6: Financial Performance – Q2 FY'26
Tata Elxsi Financial Performance – Q2 FY’26 Revenue from Operations EBITDA & Margin (%) 955.1 918.1 27.9% 892.1 266.4 20.9% 21.1% 186.7 193.3 Q2'25 Q1'26 Q2'26 Q2'25 Q1'26 Q2'26 PBT & Margin (%) PAT & Margin (%) 370.0 368.0 366.0 364.0 362.0 360.0 358.0 356.0 354.0 29.3% 300.0 298.0 296.0 294.0 292.
Slide 7: Financial Summary – Q2 FY'26
Tata Elxsi Financial Summary – Q2 FY’26 Metrics Q2FY26 Q1FY26 QoQ Growth Q2FY25 YoY Growth Revenue (INR CR) Revenue from Operations 918.1 892.1 2.9% 955.1 -3.9% Other Income 48.9 38.5 27.0% 64.3 -24.0% Total Income 967.0 930.6 3.9% 1019.4 -5.1% Margins (INR CR) EBITDA 193.3 186.7 3.5% 266.4 -27.4% E
Slide 8: Revenue by Geography and Client Concentration
Revenue by Geography and Client Concentration Geo Mix Top 5 45.1% 44.7% 44.2% 42.7% 39.5% 38.7% Q2'25 Q1'26 Q2'26 30.3% 30.1% 31.6% Top 10 55.6% 54.6% 54.7% 19.8% 19.0% 18.8% 8.3% 10.5% 10.7% Q2'25 Q1'26 Q2'26 Q2'25 Q1'26 Q2'26 RoW India Americas Europe Page | 7
Slide 9: Employee Metrics
Employee Metrics Headcount 12,793 12,878 12,414 12,127 11,951 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Attrition 12.5% 12.4% 13.3% 15.0% 15.4% Page | 8
Slide 10: Vertical and Segment Performance – Q2 FY'26
Tata Elxsi Vertical and Segment Performance – Q2 FY’26 Tata Elxsi Operating Revenue: 1.0% CC QoQ terms, -8.3% CC YoY Segments SDS Verticals 1.2% Others +19.4% CC QoQ +11.7% CC YoY 11.7% 54.7% Healthcare Transportation & Life Sciences -0.5% CC QoQ 3.1% -4.6% CC QoQ -9.9% CC YoY -7.2% CC YoY System In
Slide 11: Operational Performance – Q2 FY'26
Operational Performance – Q2 FY’26 Revenue By Onsite/Offshore Mix Revenue By Contract Type Mix 25.3% 26.9% 26.1% 50.5% 51.9% 56.3% 74.7% 73.1% 73.9% 49.5% 48.1% 43.7% Q2'25 Q1'26 Q2'26 Q2'25 Q1'26 Q2'26 Onsite Offshore Fixed Price Time & Material Page | 10
Slide 12: Deals
Deals Page | 11
Slide 13: Key Deals – Q2 FY'26
Key Deals – Q2 FY’26 Tata Elxsi has set up an exclusive Cloud HIL center in Thiruvananthapuram, India for Suzuki Motors. Suzuki Motors This is the second engineering center under the Tata Elxsi-Suzuki partnership, following the Offshore Development Center in Pune which was setup end of last year. Ta
Slide 14: Global Technology Centre for Medical Devices from Bayer in Radiology
Tata Elxsi Launches a Global Technology Centre for Medical Devices from Bayer in Radiology Tata Elxsi has launched a Global Technology Centre for Medical Devices in Radiology in collaboration with Bayer, a leading global pharmaceutical and life sciences company. The center's integrated approach comb
Slide 15: Cloud HIL Center for Suzuki Motors to Accelerate SDV Programs
Tata Elxsi Establishes Cloud HIL Center for Suzuki Motors to Accelerate SDV Programs Tata Elxsi has set up an exclusive Cloud HIL center in Thiruvananthapuram for Suzuki Motors. This is the second engineering center under the Tata Elxsi-Suzuki partnership. The Cloud HIL Center aligns with Suzuki’s r
Slide 16: Partnerships
Partnerships Page | 15
Slide 17: Tata Elxsi and Synopsys Partner to Accelerate SDV Development
Tata Elxsi and Synopys Partner to Accelerate SDV Development through Virtualization Tata Elxsi and Synopsys signed an MoU to develop advanced automotive virtualization solutions. The partnership combines Tata Elxsi’s embedded systems expertise with Synopsys’ virtualization technology to help custome
Slide 18: Tata Elxsi and KAVIA AI Partner on GenAI SDLC Automation
Tata Elxsi and KAVIA AI Partner to bring GenAI Powered SDLC Automation to Enterprises Tata Elxsi joined forces with KAVIA AI – a San Francisco based software 3.0 AI-powered platform, to deliver the power of GenAI for Software Development Lifecycle (SDLC) to enterprises across Transportation, Media &
Slide 19: Tata Elxsi and Evergent Launch Unified Digital Storefront
Tata Elxsi and Evergent Launch Unified Digital Storefront for Media and Telecom Operators Tata Elxsi and Evergent have partnered to deliver a comprehensive, ready-to- deploy Subscription Hub that redefines how media and telecom operators offer, manage and monetize subscription offerings to their cus
Slide 20: On the World Stage
On the World Stage Page | 19
Slide 21: Tata Elxsi at IBC 2025
Tata Elxsi at IBC 2025 Presenting “Premium Entertainment at Scale” Tata Elxsi exhibited in IBC 2025, presenting the theme Premium Entertainment at Scale, showcasing breakthrough solutions for broadcasters and operators driving smarter platforms, richer experiences, and intelligent operations. From A
Slide 22: Tata Elxsi at RDK Global Summit 2025
Tata Elxsi at RDK Global Summit 2025: Accelerating Video and Broadband Transformation Tata Elxsi took the center stage at RDK Global Summit 2025 with latest offerings that are transforming device engineering and lifecycle management for global operators. Tata Elxsi’s demos highlighted seamless migra
Slide 23: AVENIR SDV Solution at Snapdragon for India – Auto Day
Tata Elxsi Showcases its AVENIR SDV Solution at Snapdragon for India – Auto Day 2025 Qualcomm recently organised Snapdragon for India – Auto Day 2025 in Delhi, India. This event brought together key industry stakeholders to engage in meaningful discussions and collaborative exploration of the evolvi
Slide 24: European Roundtable on Digital Battery Passport Adoption
Tata Elxsi Hosts an Exclusive European Roundtable on Digital Battery Passport Adoption Tata Elxsi along with its partners Minespider and Oorja, successfully hosted an exclusive roundtable in Munich, Germany, bringing together leading voices from across the battery value chain. This was held at the P
Slide 25: Awards
Awards Page | 24
Slide 26: ISG Field Support Partner of the Year Award
Tata Elxsi is Honored with ‘ISG Field Support Partner of the Year’ Award Tata Elxsi has been recognized by Dell Technologies with ‘ISG Field Support Partner of the Year’ Award. This award, presented at the 2025 Service Partner Forum in Austin, Texas, recognizes partners who provide best in class ent
Slide 27: 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