Tata Motors PV Q4: Profit Sinks 32% To Rs 5,783 Cr Even As Revenue Tops Rs 1 Lakh Cr
Tata Motors Passenger Vehicles' Q4 FY26 net profit fell 31.7% YoY to Rs 5,783 cr despite revenue crossing Rs 1.04 lakh cr (+7%). EBITDA margin compressed to 10.7% from 14.8%. JLR revenue dropped 11.1% to £6.9 bn on US tariffs and a cyber incident. Board declared Rs 3/share dividend; Range Rover Electric and new Jaguar slated for FY27.
What happened
Tata Motors Passenger Vehicles · Tata Motors PV Q4 FY26 net profit fell 31.7% to Rs 5,783 cr while revenue crossed Rs 1 lakh cr. JLR revenue dropped 11.1% on
Key facts
- Net profit Rs 5,783 cr (-31.7% YoY)
- Revenue Rs 1.04 lakh cr (+7%)
- EBITDA Rs 11,212 cr (-21.7%)
- EBITDA margin 10.7% vs 14.8%
- Dividend Rs 3/share
- JLR revenue £6.9 bn (-11.1%)
- JLR EBITDA margin 14%
- JLR breakeven target 300,000 units
- Share price Rs 338.75 (+0.6%)
Why this matters
JLR's tariff exposure and cyber disruption highlight the strategic case for accelerating EV launches and diversifying geographic and supply chain risk ahead of Range Rover Electric and the new Jaguar in FY27.