)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Tata Motors (TATAMOTORS) investor relations material
Tata Motors Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary8 Aug, 2025
Executive summary
Q1 FY26 saw consolidated revenue decline 2.5% year-over-year to ₹104,407 Cr, with EBITDA margin at 9.2% and PBT before exceptional items at ₹5,617 Cr, mainly impacted by US tariffs, commodity inflation, and muted demand.
JLR revenue fell 9.2% YoY to £6.6bn, with EBIT margin at 4.0% due to US tariffs, FX headwinds, and China luxury tax; free cash outflow was £758m.
Commercial Vehicles (CV) segment delivered resilient margins (EBITDA 12.2%, ROCE ~40%) and improved market share despite a 4.7% revenue drop, aided by cost savings and new launches.
Passenger Vehicles (PV) saw volume and market share decline, but EV segment showed momentum with new launches and lifetime battery warranty boosting bookings; EBIT margin turned negative.
Board approved demerger of CV business and merger of PV business; NCLT hearing concluded, with effective date planned for October 1, 2025.
Financial highlights
Consolidated Q1 FY26 revenue at ₹104,407 Cr, down 2.5% YoY; EBITDA margin at 9.2% (down 480 bps YoY); EBIT margin at 4.3% (down 370 bps YoY); PBT before exceptional items at ₹5,617 Cr.
JLR Q1 revenue at £6.6bn (down 9.2% YoY), EBIT margin at 4.0% (down 490 bps YoY), and free cash outflow of £758m.
Tata Commercial Vehicles Q1 revenue at ₹17,009 Cr (down 4.7% YoY), EBITDA margin at 12.2%, EBIT margin at 9.7%, PBT ₹1,657 Cr.
Tata Passenger Vehicles Q1 revenue at ₹10,877 Cr (down 8.2% YoY), EBIT margin at –2.8%, PBT –₹129 Cr; EV market share at 40% in July.
Net auto debt at ₹13,500 Cr; free cash flow negative due to working capital and tariff payments.
Outlook and guidance
Global demand expected to remain challenging in the short term; domestic demand to gradually improve with festive season, infrastructure spending, and new launches.
JLR maintains FY26 EBIT margin guidance of 5–7% and expects free cash flow close to zero, improving in FY27 and FY28.
PV segment targets double-digit EBITDA margin recovery in 2–3 quarters, leveraging new launches and EV momentum.
CV segment expects 3–5% growth for the year, with volume pickup in festive season and continued focus on margin sustainability.
Focus on cost controls, cash flow, and ROCE across segments.
Explain the Iveco acquisition's strategic benefits.
Detail the impact of US tariffs on JLR's financials.
When is the expected completion of the demerger?
How will U.S. tariffs be mitigated?
CV fleet utilization impact on sales?
When will JLR BEVs be available?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tata Motors earnings date
Q2 25/2614 Nov, 2025
Next Tata Motors earnings date
Q2 25/2614 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Tata Motors Limited is a leading global automobile manufacturer of cars, utility vehicles, pickup trucks, and trucks. The company is engaged in the design, development, manufacture, assembly and sale of vehicles including passenger cars, trucks and buses. It also produces other automotive products, including coach and bus bodies, machine tools and factory automation systems and electric vehicles.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage