Tata Motors Passenger Vehicles Limited has formally notified stock exchanges about an upcoming investor and analyst conference call to discuss the company's Q3FY26 financial results. The announcement, made through a regulatory filing dated January 22, 2026, provides comprehensive details about the scheduled interaction with the investment community.

Conference Call Schedule and Format

The investor conference call is scheduled for Thursday, February 5, 2026, and will run from 6:30 PM to 7:45 PM Indian Standard Time. The company has arranged multiple time zone accommodations to ensure global participation:

The session will be conducted through a live webcast format, allowing participants to listen to management discussions and the question-and-answer session. Attendees can submit questions using a Q&A text box available on the webcast platform, which will remain active only during the call duration.

Senior Management Participation

The conference call will feature key leadership from both Tata Motors Passenger Vehicles Limited and its wholly-owned subsidiary Jaguar Land Rover. The speaking panel includes:

• Shailesh Chandra: MD & CEO, Tata Motors Passenger Vehicles Limited; MD, Tata Passenger Electric Mobility Limited
• P B Balaji: CEO, Jaguar Land Rover
• Dhiman Gupta: CFO, Tata Motors Passenger Vehicles Limited
• Richard Molyneux: CFO, Jaguar Land Rover

Discussion Scope and Documentation

The management team will discuss financial results and operations for the quarter ended December 31, 2025. The company has indicated that both the financial results and investor presentation will be uploaded to the Tata Motors Passenger Vehicles website on February 5, 2026, shortly after dissemination to stock exchanges.

The regulatory filing was submitted pursuant to Regulation 30 read with Schedule III of Part A of Para A of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The communication was signed by Maloy Kumar Gupta, Company Secretary & Chief Legal Officer, and referenced an earlier letter dated January 12, 2026.

Access and Participation Details

Investors and analysts can access the live webcast through a dedicated link that will be provided by the company. The results and investor presentation materials will be made available on the company's investor relations website at cars.tatamotors.com following the stock exchange filings. This structured approach ensures transparency and accessibility for all stakeholders interested in the company's Q3FY26 performance.

Tata Motors is reshaping its growth strategy by prioritizing comprehensive profitability metrics over traditional market share gains, as the commercial vehicle industry prepares for renewed growth following recent tepid performance. Managing Director and CEO Girish Wagh outlined this strategic shift during the launch of 17 next-generation trucks, emphasizing the company's commitment to sustainable business practices.

Strategic Focus on Multiple Growth Parameters

The company's approach encompasses several key performance indicators beyond market share. Wagh explained that Tata Motors tracks revenue share, profitability levels, dealer profitability, and cash flow management as integrated metrics for business success. This comprehensive methodology represents a departure from the industry's traditional focus on market share acquisition at any cost.

"This journey has been quite satisfying for us and in future also, therefore we will work towards this comprehensive set of metrics rather than one market share metric," Wagh stated during the interview.

Market Position and Competitive Landscape

According to Federation of Automobile Dealers Associations (FADA) data, Tata Motors maintains its position as the country's largest commercial vehicle manufacturer with a 33.95% market share. However, the company faced pressure from competitors, losing nearly 3% market share during 2025 to Mahindra & Mahindra, which holds 28.22% market share, and Ashok Leyland.

The commercial vehicle market, which includes small, medium and heavy trucks along with buses, grew by 7% in 2025 to 1.09 million units, rebounding from flat growth in 2024.

Product Portfolio Refresh and Market Strategy

Tata Motors launched 17 next-generation trucks to address market share erosion, particularly in light and medium commercial vehicle segments. The refreshed portfolio aims to strengthen the company's competitive position across heavy trucks and intermediate light-medium truck categories while supporting the profitable growth strategy.

"We believe that the industry is on the cusp of probably the next set of growth, and therefore we are bringing this completely refreshed new range to leverage this and also help our customers with better profitability," Wagh explained.

Electric Bus Segment Approach

In the electric mobility space, Tata Motors demonstrated its commitment to financial prudence by adopting a measured approach to e-bus tenders. The company operates more than 3,600 buses with approximately 47-48 crore kilometers of cumulative experience. In December, Tata Motors chose not to submit the lowest bid for any lot in the country's largest e-bus tender for 10,900 vehicles, prioritizing long-term sustainability over aggressive pricing.

"This is not about a 1-2 year game. It is a 12-year game," Wagh emphasized, highlighting the company's focus on operational commitment rather than short-term contract wins.

Financial Performance and Corporate Structure

Following the demerger of passenger vehicle and commercial vehicle businesses completed in November, Tata Motors' commercial vehicle unit has shown strong market performance. The CV unit's share price surged 31% since listing on the stock exchanges. For the July to September quarter, adjusting for Tata Capital investment losses, net profit reached ₹1,159.00 crore, more than doubling from ₹498.00 crore recorded in the previous year.

Global Expansion and Future Outlook

The upcoming completion of Tata Motors' $4.40 billion acquisition of Italy-based Iveco, scheduled for April, will create a combined entity with significant global presence. The merged organization will achieve sales exceeding 540,000 units and revenue surpassing $25.00 billion, representing the largest acquisition in Tata Group's automotive history.

Analysts note that while domestic market benefits may be limited initially due to Iveco's focus on premium-end high-tonnage vehicles, medium-term technology synergies and export volume improvements present potential advantages for the combined entity.