TATA ELXSI Results Analysis-Q4FY26

Operating Revenue for Q4FY26 is Rs. 994 Crs., 9.4% growth YoY, Total Income is Rs. 1,044 Crs., 9.77% growth YoY, EBITDA is Rs. 245 Crs., 17.77% growth YoY, EBITDA Margin is 24.61% improved by 175 Basis points YoY, PBT Rs. 268 Crs. 20.92% growth YoY, PAT Rs. 220 Crs. 27.80% growth YoY. Revenue growth of 0.9% QoQ in CC, 1.0% YoY in CC. On QoQ basis Op. Revenue is up by 4.22%, Total Income is up by 4.49%, EBITDA is up by 10.04%, PBT is up by 83.07% and PAT is also up by 102.36%. Media and Communications revenue grew by 9.5% QoQ and a strong growth 5.6% QoQ in constant currency terms over the previous quarter. The growth was driven by ongoing deal ramp-ups, a strategic AdTech engagement, and a Tier 1 U.S. Telco win. Transportation revenue grew by 3.6% QoQ, revenues in Q4’26 consolidated after a strong 7.3% QoQ constant currency in Q3’26, While Healthcare revenue declined by 10.5% QoQ.