Event Details

  • Investor Day event held on June 17, 2026, with theme "Growth, Reimagined"
  • Presentation made available on company website at www.cars.tatamotors.com
  • Event schedule included sessions on Quality & Trust, Strategy, Technology, Financials, and House of Brands immersion sessions

Key Strategic Updates

Growth Strategy Focus:

  • Hyper focus on North American market expansion
  • House of Brands approach with differentiated positioning for Range Rover, Defender, Discovery, and Jaguar
  • Range Rover, Defender and Discovery brands to offer MHEV, HEV, PHEV or BEV options
  • Jaguar to be exclusively electric
  • Collaboration with Stellantis announced for Defender products specifically designed for US market

Financial Performance & Targets:

  • Strong Q4 FY26 performance following recovery from cyber incident
  • Enterprise Missions targeting £1.7 billion cost reductions over next two years
  • Target to reduce cash breakeven volumes towards 300,000 units
  • FY27 Outlook: Revenue £23-26 billion, EBIT margin around 4%, Investment £3.6-3.7 billion
  • Operating cashflow target: Breakeven (from negative £2.3 billion)

Product Development & Launches:

  • Three all-new architecture launches in close proximity
  • Range Rover Electric: 118 kWh battery pack, 550 PS, 850 Nm torque
  • Jaguar Type 01: Next-generation electric vehicle
  • EMA vehicles in development
  • £400 million investment in testing facilities

Market Performance Metrics:

  • Range Rover ranked #97 in Interbrand Top 100 Global Brands
  • Range Rover brand equity FY26: 100
  • Range Rover volume +7% FY27 vs FY24
  • Range Rover Sport volume +28% FY27 vs FY24
  • Average Selling Price continues to rise
  • Accessories, Services & Parts targeting +10% CAGR FY27-FY32

Operational Initiatives:

  • 'Perfect 10' customer experience initiative
  • Quality excellence program targeting £100m reduction in FY27 spend
  • Processing over 1.4 million issues with focus on 90-day resolution
  • £50m transformation of Castle Bromwich facility
  • New Modern Luxury Corporate Identity rollout globally by FY32

Financial Position:

  • Debt maturity profile includes £2 billion syndicated 5-year term loan signed May 2026
  • UKEF loan signed October 2025 with two-year availability period
  • RCF with two tranches: £1 billion 5-year and £0.6 billion 3+1+1 year