Tata technologies Limited has scheduled analyst and institutional investor meetings for February 26-27, 2026, in compliance with Regulation 30 of SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. The company has released a comprehensive investor presentation outlining its strategic direction and market positioning.

Market Recovery and Strategic Positioning

The presentation emphasizes that the global ER&D outsourcing market is positioned for strong long-term growth despite recent macro headwinds. The company highlights that manufacturing investment follows new product, platform, and propulsion decisions rather than sales cycles, creating step-ups rather than gradual recoveries when platform decisions restart.

Strategic Acquisitions and Expansion

Tata Technologies acquired Germany-based ES-Tec Group for up to €75 million in late 2025, significantly strengthening its presence in the German automotive market. This acquisition brings over 300 skilled engineers and enhances capabilities in ADAS, connected mobility, digital engineering, and Software-Defined Vehicles (SDV).

Operational Resilience and Performance

During the market slowdown, the company demonstrated operational resilience through several key metrics:

• Successfully onboarded over 1,500+ team members by December 2025 for BTI operations
• Achieved 90%+ Delivery Reliability and 95%+ performance in Delivery Operations
• Obtained TISAX AL2 certification for security and compliance
• Maintained diversity ratio of 25% in workforce composition

Technology Integration and AI Implementation

The company has integrated AI across multiple operational areas to optimize processes and enhance competitiveness:

• Product Engineering: AI for product design and generative engineering
• Manufacturing Engineering: Visual quality inspection systems and factory co-pilot solutions
• After Market: AI-driven inventory management and customer retention models
• Framework Development: Rapid domain-based AI/ML application deployment capabilities

Full Vehicle Program Capabilities

Tata Technologies positions itself as one of the first ESPs from India to deliver full turnkey vehicle programs for global automotive OEMs. The company's track record includes:

Financial Outlook and Margin Recovery

The company has outlined clear margin recovery targets, aiming for approximately 16.00% exit margin in Q4 FY26. The recovery strategy focuses on four key levers:

1. Volume Recovery: Improved utilization as client programs resume
2. Higher-Value Work: Increased software and AI revenue share
3. Full-Vehicle Leverage: End-to-end program ownership benefits
4. Internal AI Tools: Reduced delivery cost per unit of output

The presentation also targets approximately 10% quarter-on-quarter sequential growth in Q4 FY26, indicating strong momentum expectations.

Diversification and Market Expansion

The company has successfully diversified its portfolio beyond traditional automotive services, with aerospace revenues growing 8x over four fiscal years. Key achievements include designing and commissioning advanced docking systems for APAC airlines and delivering end-to-end airframe design for European aerospace companies.

Tata Technologies continues to leverage its position within the Tata Group ecosystem, identifying synergies across multiple sectors including renewable energy, green steel transition, and aviation transformation initiatives. The company emphasizes its capability to operate at "China Speed, China Cost, Western Quality" standards while maintaining strong delivery footprints across North America, Europe, and Asia-Pacific regions.

Tata Technologies Limited has completed the allotment of 37,344 equity shares under its Share based Long Term Incentive Scheme 2022, as approved by the Nomination and Remuneration Committee through a circular resolution dated February 19, 2026.

Share Allotment Details

The allotment comprises equity shares with a face value of ₹ 2 each, fully paid up under the company's long-term incentive scheme. The shares were issued in two tranches with different exercise prices and premium structures.

Exercise Price Structure

The allotted shares were issued under two different pricing structures:

Impact on Share Capital

Following this allotment, Tata Technologies' equity share capital structure has been updated:

Regulatory Approvals

The company had secured necessary regulatory approvals well in advance of the allotment. The National Stock Exchange of India Limited granted in-principle approval through letter no. NSE/LIST/41259 dated May 22, 2024, while BSE Limited provided approval via letter no. DCS/IPO/TL/ESOP-IP/3175/2024-25 dated May 23, 2024.

Share Characteristics

The newly allotted equity shares carry the distinctive numbers from 405764356 to 405801699 and will rank pari-passu with existing equity shares. These shares are identical in all respects to the existing equity shares, including rights to dividend payments and other shareholder benefits. No lock-in period applies to these shares, and no additional listing fees are payable for this allotment.

The allotment was executed under the regulatory framework of SEBI (Share Based Employee Benefits and Sweat Equity) Regulations, 2021, with Warren Harris, CEO and Managing Director, signing the regulatory filings on behalf of the company.