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🔋 Zinc & Silver: The Critical Metals of the Future With clean energy on the rise, metals like Zinc and Silver are essential for: ⚡️Energy Storage 🌞 Solar & EV Tech 🛡 Industrial & Infrastructure Uses One Indian company stands out: ✅ World’s largest integrated zinc producer

8/ Disclaimer: These are forward-looking statements and involve risks and uncertainties. Actual performance may differ materially from what is projected.

7/ Key takeaway: Tata Elxsi management remains confident about H2 and FY27, with utilization, margins, and double-digit growth in core segments being the main drivers. HLS and Transportation are strongest, while M&C faces visibility challenges.

6/ Media & Communication (M&C) Near-term growth in H2 will moderate compared to Q2, due to industry stress (M&A and corporate actions). FY27 Aspirations: Management aims for double-digit growth, but visibility is currently limited; projections will be revisited in Q3 and Q4.

5/ Healthcare & Life Sciences (HLS) H2 expected to outperform H1 with a strong pipeline of new customers and large deals. FY27 Outlook: Targeting double-digit growth. Revenue spread: Management expects a diversified revenue base due to new deals and ramp-ups.

4/ Transportation Business (Automotive, Aero, Rail) H2 performance expected to be much stronger than H1. Europe & Japan: Strong traction and new deal wins. US Core Auto: Muted in H2, clarity expected next half-year. US Adjacent Markets (Aero/Rail/Off-road): Good traction

3/ Financial Highlights: Wage hikes: Decisions expected by end of October; some teams may see increases soon. Effective tax rate: Expected at 26–26.5% for the full year. Depreciation: Expected to slightly decline quarter-on-quarter for the next two quarters.

2/ H2 FY26 Outlook: Management is confident H2 will outperform H1, carrying forward the strong momentum. Focus remains on driving utilization to 75% by year-end, targeting 80% in FY27. Margins are expected to recover gradually, with H2 margins better than H1.

1/ Forward-looking insights from the recent Tata Elxsi earnings call: The management shared their outlook for H2 FY26 and FY27. Key focus areas: growth, utilization, margins, and segment-specific projections. Here’s a detailed thread 🧵

6/ Media & Communication (M&C) Near-term growth in H2 will moderate compared to Q2, due to industry stress (M&A and corporate actions). FY27 Aspirations: Management aims for double-digit growth, but visibility is currently limited; projections will be revisited in Q3 and Q4.

4/ Transportation Business (Automotive, Aero, Rail) H2 performance expected to be much stronger than H1. Europe & Japan: Strong traction and new deal wins. US Core Auto: Muted in H2, clarity expected next half-year. US Adjacent Markets (Aero/Rail/Off-road): Good traction

3/ Financial Highlights: Wage hikes: Decisions expected by end of October; some teams may see increases soon. Effective tax rate: Expected at 26–26.5% for the full year. Depreciation: Expected to slightly decline quarter-on-quarter for the next two quarters.

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