Tata Elxsi Limited · NSE:TATAELXSI

Tata Elxsi — Q2 FY27 Earnings Presentation

25 slides from Tata Elxsi's earnings presentation, Oct 13, 2026

  1. Slide 1: Exchange covering letter on Investors Presentation

    October 13, 2026 BSE Limited National Stock Exchange of India Limited 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 NSE Symbol: TATAELXSI Dear Sirs/Madam, Sub: Investors Presentat

  2. Slide 2: Q2 FY27 Earnings Presentation and Fact Sheet

    Q2 FY27 Earnings Presentation and Fact Sheet 13 October 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 During the second quarter of FY’27, Tata Elxsi reported operating revenue of Rs. 1,055.7 crores, growing 3.4% QoQ in rupee terms and 2.3% QoQ in constant currency terms. This growth was broad-based across all three key verticals. The Transportation vertical

  5. Slide 5: Financial Highlights Q2'27

    Revenue • Reported Revenue at Rs. 1,055.7 Cr, 3.4% QoQ, 15.0% YoY • Revenue growth of 2.3% QoQ in CC, 7.8% YoY in CC Profit • EBITDA margin expands 70 bps QoQ to 21.9% • EBITDA growth at 7.1% QoQ, 19.7% YoY Financial • PBT at Rs. 239.1 Cr, grows 2.9% QoQ, 11.4% YoY Highlights Segment Highlights Q2’2

  6. Slide 6: Financial Performance – Q2 FY'27

    Tata Elxsi Financial Performance – Q2 FY’27 In INR Crores Revenue from Operations EBITDA & Margin (%) 1,055.7 21.9% 21.1% 21.2% 1,021.1 216.0 231.4 193.3 918.1 Q2'26 Q1'27 Q2'27 Q2'26 Q1'27 Q2'27 PBT & Margin (%) PAT & Margin (%) 300.0 298.0 296.0 294.0 292.0 290.0 288.0 286.0 284.0 282.0 280.0 278.

  7. Slide 7: Financial Summary – Q2 FY'27

    Tata Elxsi Financial Summary – Q2 FY’27 Metrics Q2FY27 Q1FY27 QoQ Growth Q2FY26 YoY Growth Revenue (INR CR) Revenue from Operations 1055.7 1021.1 3.4% 918.1 15.0% Other Income 34.9 41.5 -15.8% 48.9 -28.6% Total Income 1090.6 1062.6 2.6% 967.0 12.8% Margins (INR CR) EBITDA 231.4 216.0 7.1% 193.3 19.7

  8. Slide 8: Revenue by Geography and Client Concentration

    Revenue by Geography and Client Concentration Geo Mix Top 5 49.2% 48.9% 44.2% 38.7% 42.2% 40.7% Q2'26 Q1'27 Q2'27 31.6% Top 10 31.7% 33.2% 59.7% 59.2% 54.7% 19.0% 16.4% 16.6% 10.7% 9.7% 9.5% Q2'26 Q1'27 Q2'27 Q2'26 Q1'27 Q2'27 RoW India Americas Europe Page | 7

  9. Slide 9: Employee Metrics

    Employee Metrics Headcount 11,951 11,594 11,540 11,336 11,149 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27 Attrition 15.4% 15.6% 15.8% 16.0% 15.9% Page | 8

  10. Slide 10: Vertical and Segment Performance – Q2 FY'27

    Tata Elxsi Vertical and Segment Performance – Q2 FY’27 Tata Elxsi Operating Revenue: 2.3% CC QoQ terms, 7.8% CC YoY Segments SDS Verticals 1.8% Others -10.2% CC QoQ +74.2% CC YoY 9.3% 55.3% Healthcare Transportation & Life Sciences +2.0% CC QoQ 3.0% +3.5% CC QoQ +9.4% CC YoY -14.5% CC YoY System Int

  11. Slide 11: Operational Performance – Q2 FY'27

    Operational Performance – Q2 FY’27 Revenue By Onsite/Offshore Mix Revenue By Contract Type Mix 26.1% 25.9% 26.0% 56.3% 57.8% 56.9% 73.9% 74.1% 74.0% 43.7% 42.2% 43.1% Q2'26 Q1'27 Q2'27 Q2'26 Q1'27 Q2'27 Onsite Offshore Fixed Price Time & Material Page | 10

  12. Slide 12: Key Deals

    Key Deals Page | 11

  13. Slide 13: Key Deals – Q2 FY'27

    Key Deals – Q2 FY’27 Tata Elxsi has been chosen by a leading OEM to develop, migrate and operate a next-generation cloud-based telematics and connected vehicle ecosystem. This multi-year program award includes microservices-led backend Asian Auto OEM modernization, data migration, mobile app transfo

  14. Slide 14: Highlights

    Highlights Page | 13

  15. Slide 15: Tata Elxsi and Sarla Aviation Partner on Shunya eVTOL Aircraft

    Tata Elxsi and Sarla Aviation Partner to Accelerate Development of Shunya, India’s First Indigenous eVTOL Aircraft Tata Elxsi entered into a strategic collaboration with Sarla Aviation to support the development of Shunya, India’s first indigenous electric vertical take-off and landing (eVTOL) aircr

  16. Slide 16: RDK Entertainment Test Lab Inaugurated at Thiruvananthapuram

    RDK Entertainment Test Lab Inaugurated at Tata Elxsi, Thiruvananthapuram Tata Elxsi strengthened its connected entertainment engineering capabilities with the inauguration of the RDK Entertainment Lab at its Thiruvananthapuram delivery center by executive leaders from Comcast. The facility provides

  17. Slide 17: Tata Elxsi Joins The Startup Autobahn India

    Tata Elxsi Joins The Startup Autobahn India Startup Autobahn India Launched in Germany in 2016 by Mercedes-Benz, Startup Autobahn is a global open innovation program for the automotive and mobility ecosystem. Since 2018, Mercedes-Benz Research and Development India (MBRDI) has been driving this init

  18. Slide 18: Tata Elxsi Invests in KAVIA AI

    Tata Elxsi Invests in KAVIA AI to Scale AI-Driven Software Engineering Tata Elxsi announced a strategic investment in KAVIA AI, a Silicon Valley- based enterprise AI platform company. The investment strengthens the collaboration between the two companies to help enterprises manage, modernise and tra

  19. Slide 19: TELIPORT Season 4 Kicks off

    TELIPORT Season 4 Kicks off Tata Elxsi launched TELIPORT Season 4, its national innovation challenge for engineering students, under the theme “Script Your Future.” Focused on AI-first innovation, design, and product engineering, the programme provides participants an opportunity to solve real-world

  20. Slide 20: On the World Stage

    On the World Stage Page | 19

  21. Slide 21: Tata Elxsi at RDK Global Summit 2026

    Tata Elxsi at RDK Global Summit 2026 At the RDK Global Summit 2026 in Amsterdam, Tata Elxsi showcased its capabilities in enabling smart, secure, connected home experiences through demonstrations of AI-Powered Experience Assurance, Home Network Management, and Secure RDK Engineering. The event provi

  22. Slide 22: Tata Elxsi at 10th Annual Medical Device Regulatory and Quality Summit 2026

    Tata Elxsi at 10th Annual Medical Device Regulatory and Quality Summit 2026 Tata Elxsi participated in the 10th Annual Medical Device Regulatory & Quality Summit 2026 at New Delhi, aligning with the industry's focus on advancing regulatory excellence, quality assurance, and digital transformation in

  23. Slide 23: Tata Elxsi at MoGEN Expo 2026

    Tata Elxsi at MoGEN Expo 2026 Tata Elxsi participated in the Motors, Generators & Energy Storage (MoGEN) Expo 2026 at KTPO Centre, Bengaluru, aligning with the theme “Where Electrification Converges with Intelligent Energy and Motion Innovation”. At the event, Tata Elxsi showcased its end-to-end cap

  24. Slide 24: Tata Elxsi Hosts Digital Convergence 2026 in Bengaluru

    Tata Elxsi Hosts Digital Convergence 2026 in Bengaluru Tata Elxsi conducted Digital Convergence 2026, a leadership forum that brought together senior executives from industry, technology and engineering to explore the future of intelligent enterprises. Through expert-led sessions, the event highligh

  25. Slide 25: 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

Tata Elxsi — Q2 FY27 Earnings Presentation on 6ix