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Tata Elxsi Ltd

Q4 FY25IT - Software

Tata Elxsi Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management said on revenue, margins and capex.

Price₹3,708
Market cap₹23.4K Cr
P/E33.1
Updated23 Aug 2026
Read5 min read

The short version

Tata Elxsi expects FY '26 to show better growth than FY '25, driven by large deal wins providing a full year to scale up. Tata Elxsi expects FY '26 to be a much better financial year compared to FY '25, driven by strong deal wins and scaling up of large contracts.

From Tata Elxsi Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Tata Elxsi expects FY '26 to show better growth than FY '25, driven by large deal wins providing a full year to scale up.
  • Growth is anticipated across verticals, with higher confidence in Transportation and Healthcare & Life Sciences, along with Media & Communication.
  • The aero and defense vertical is being scaled, with revenues expected to be reported in the current financial year.
  • Emerging markets including India, Japan, Middle East, Africa, LatAm, and Southeast Asia are part of the growth and risk mitigation strategy.
  • Large, multi-year consolidation deals (e.g., 3-year media deals) are expected to contribute stable long-term revenues.

2 more points from Tata Elxsi Ltd's call on revenue

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Profitability & Margins

See what Tata Elxsi Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Tata Elxsi is currently in discussions with semiconductor companies setting up fabrication and assembly plants in India, including Tata Electronics (a promoter group entity).
  • These discussions focus on design offerings and manufacturing/Industry 4.0 capabilities.
  • The semiconductor chip design opportunities are in early stages, with no immediate significant business value expected; formal value propositions may take a couple of quarters to clarify.
  • The company aims to build and scale its aero and defense vertical, having invested in building a strong technical team over the last couple of years. They expect to report revenues from this vertical in the financial year 2025.

2 more points from Tata Elxsi Ltd's call on capex

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Top-ranked in IT - Software

Ranked on what management guided this quarter

Guidance-ranked
1Workmates Core2
Rev 1Mar 1
2Virtual Galaxy Infotech Ltd
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

  • Tata Elxsi has announced several large deal wins, particularly in Media & Communication and Automotive verticals.
  • Large consolidation deals, such as a 3-year deal in Media, have significant net new components (~25-30%).
  • The company has a strong pipeline with encouraging discussions with key customers, providing decent visibility for growth starting Q1 FY '26.
  • Large deals are multiyear, with long conversion cycles involving complex internal approvals.
  • Despite some pauses due to geopolitical and tariff uncertainties, Tata Elxsi is hopeful these will be offset by large deal ramp-ups.
  • The organization expects FY '26 to be better than FY '25, driven by scaling these large deal wins.

2 more points from Tata Elxsi Ltd's call on order book

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Tata Elxsi Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹994 Cr, net profit ₹220 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Tata Elxsi's management said in earlier quarters

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Frequently Asked Questions

What were Tata Elxsi Ltd Q4 FY25 results?

Tata Elxsi expects FY '26 to show better growth than FY '25, driven by large deal wins providing a full year to scale up. Tata Elxsi expects FY '26 to be a much better financial year compared to FY '25, driven by strong deal wins and scaling up of large contracts.

What is Tata Elxsi Ltd share price analysis?

Tata Elxsi Ltd currently shows a neutral. The stock trades at a P/E of 33.1 with a market cap of ₹23,361 Cr. Investors should review the full earnings analysis for detailed insights.

Is Tata Elxsi Ltd planning capital expenditure?

Tata Elxsi is currently in discussions with semiconductor companies setting up fabrication and assembly plants in India, including Tata Electronics (a promoter group entity). - These discussions focus on design offerings and manufacturing/Industry 4.0 capabilities. - The semiconductor chip design opportunities are in early stages, with no immediate significant business value expected; formal value propositions may take a couple of quarters to clarify. - The company aims to build and scale its aero and defense vertical, having invested in building a strong technical team over the last couple of years.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.