Tata Motors Q4FY26 Results: Revenue ₹77K Cr, EBITDA ₹10.2K Cr, Final Dividend ₹4/Share
Tata Motors reported FY26 standalone revenue of ₹77,398 Cr (up 11%) and EBITDA of ₹10,206 Cr (up 22%) with a 13.2% margin. Q4 FY26 standalone revenue was ₹24,451 Cr. The company recommended a final dividend of ₹4 per share, with an outflow of ₹1,473 Cr. Full-year consolidated FCF was ₹12,400 Cr, resulting in net cash of ₹13,700 Cr.
The announcement includes strong financial results, a recommended dividend payout, and significant business updates like large order wins, which are material to investors and the company's market position.
The company reported strong year-on-year growth in revenues, EBITDA, and profit before tax for both standalone and consolidated results. The expansion in margins and positive free cash flow generation, along with a recommended final dividend, indicate a positive financial performance.
Tata Motors Limited has released its financial results for the fourth quarter and full financial year ended March 31, 2026. The company presented an investor presentation detailing its standalone and consolidated financial performance.
For the full year FY26, standalone revenues reached ₹77,398 crore, marking an 11% increase year-on-year, driven by strong volumes and a favorable product mix. EBITDA for the standalone operations stood at ₹10,206 crore, a significant 22% rise compared to FY25, with the EBITDA margin expanding by 120 basis points to 13.2%. Profit Before Tax (PBT) before exceptional items was ₹8,681 crore, up 46% from ₹5,958 crore in the previous year. The company also reported a healthy Free Cash Flow (FCF) of ₹9,186 crore for the full year, contributing to a year-end net cash position of ₹7,500 crore.
In the fourth quarter of FY26, standalone revenues were ₹24,451 crore, up 22% year-on-year. EBITDA for the quarter was ₹3,404 crore, with a margin of 13.9%, an improvement of 130 basis points. PBT (before exceptional items) for Q4 FY26 was ₹2,970 crore. The company achieved double-digit wholesale growth, with Q4 FY26 wholesales at 131.8K units, a 25% increase year-on-year, and full-year wholesales at 428.1K units, up 14%.
On a consolidated basis, Q4 FY26 revenues were ₹26,100 crore, up 19% year-on-year. Consolidated EBITDA was ₹3,420 crore (13.1% margin), and PBT (before exceptional items) was ₹2,400 crore. Full-year consolidated revenues were ₹83,900 crore, a 10% increase, with a consolidated EBITDA of ₹10,310 crore (12.3% margin). The consolidated Free Cash Flow for the full year was ₹12,400 crore, leading to a year-end net cash position of ₹13,700 crore.
The Board has recommended a final dividend of ₹4 per share (200% of face value), subject to approval at the ensuing shareholders' meeting. The resultant cash outflow for the dividend is estimated at ₹1,473 crore.
Key business updates include winning pan-India orders for over 5,000 buses, securing an order for 70,000 Yodha and Ultra T.7 vehicles for Indonesia, and launching the Ace Pro mini-truck and 17 next-generation trucks. The company also reported its VAHAN market share for commercial vehicles, which stood at 35.7% for FY26.
Looking ahead, Tata Motors plans to focus on continuing growth momentum in trucks, driving profitable market share recovery in buses, sustaining volume growth in SCVPU, and accelerating growth in Parts & Services in Q1 FY27. The company is cautiously monitoring commodity inflation and sentiment in export markets, but remains optimistic due to a refreshed product portfolio and disciplined execution.
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