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Informist, Friday, Jan. 16, 2026

By P. Madhu Kumar and Simran Rede

MUMBAI – Tata Technologies Ltd. expects double-digit growth in 2026-27 (Apr-Mar), backed by growth recovery in its automotive and aerospace segment as demand is seen returning to normalcy on easing geopolitical conditions, the company's management said in its post-earnings conference call. Improvement in demand is seen across geographies, specifically from North America and Europe after the haze around US tariffs cleared, the management said. 

Further, the company believes it will not have any impact on the March quarter earnings from the Tata Motors' Jaguar Land Rover cybersecurity attack. Tata Tech had taken a hit during the September quarter and till October due to the major cyberattack that had shut down global production of JLR for weeks. "...we saw the revenues that we were not able to build in October come back in November and December. And we expect those revenues to sustain in Q4. So clearly there will be a contribution to the catch-up that represents", the management said. 

Tata Technologies reported a consolidated net profit of INR 66.40 million, down nearly 96% on quarter and on year for the December quarter, lower than analysts' estimate of INR 1.56 billion. The company incurred a one-time cost of INR 1.64 billion, which weighed down the metric. This one-time cost includes an amount of INR 1.40 billion due to the implementation of new labour codes.                   

The company said its pipeline of orders remains healthy and it expects to exit the March quarter with strong growth. The aerospace segment is projected to close the final quarter of FY26 with $40 million revenue backed by its expectations of continued growth momentum in the segment. "...in aerospace, we also reached an important milestone with Airbus, where eight of our engineers were certified as design and mechanical technicians. This is a powerful endorsement of the depth and maturity of our engineering capability and significantly expands the scope of safety-critical work we can undertake," the management said. 

Tata Technologies said there are early signs of recovery in demand with recent deal wins and customer operations normalising. It also said that it has overcome the margin headwinds from the September quarter and is on track to exceed the margin run rate of Jul-Sept.  

The company said it is bullish on its partnership with Tata Motors and that the commercial truck segment provides significant support. Talking about the acquisition of Italian giant, Ivenco by Tata Motors, the company said it will be able to provide for the integration of those two organisations and the investment that they will be making in pursuing synergies and new products. 

Talking about the rapidly growing electric vehicle sector, the company believes the electric penetration rates in India have been encouraged by government incentives and various other investments and that the momentum is likely to continue. 

The company declared its December quarter earnings after market hours Friday. Shares of the company closed 0.6% higher at INR 650.60 on the National Stock Exchange.  End

US$1 = INR 90.87

Edited by Deepshikha Bhardwaj

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