What was Tata Communications's revenue in Q4 FY26?

Tata Communications reported revenue of ₹6,554 Cr in Q4 FY26, a +9.4% change year-over-year.

Did Tata Communications management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Tata Communications Q4 FY26 Research Workspace: Revenue ₹6,554 Cr (+9.4%)

Q: What guidance did Tata Communications management give?

Digital portfolio breakeven targeted at earliest: Management aims to achieve breakeven for the digital portfolio as soon as possible, focusing on profitable growth.

Revenue ₹6,554 Cr +9.4%

EBITDA ₹1,284 Cr +14.4%

PAT ₹259 Cr -65%

EBITDA Margin 20% -86bps

Duration 62 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Tata Communications reported a strong Q4 FY26 with consolidated revenue of ₹6,554 crore (+9.4% YoY) and data revenue growth of 11.5% YoY to ₹5,684 crore. EBITDA grew 14.4% YoY to ₹1,284 crore, though margins contracted 86 bps YoY to 19.6% due to revenue mix shift. Digital portfolio revenue surged 16.7% YoY, led by next-gen connectivity (+24% YoY) and collaboration/CPaaS. Order booking saw double-digit YoY growth, with 70% of the funnel from digital fabric. Management emphasized a shift to profitable growth, targeting digital portfolio breakeven and absolute EBITDA expansion. Key risks include geopolitical headwinds in West Asia impacting events and potential cost pressures, though the company sees AI-driven demand as a long-term tailwind.

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Research workspace

Focused Modules

!Risks 4 risks

Risk Intelligence

Geopolitical headwinds in West Asia

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Quarter Snapshot

Digital Portfolio Revenue Growth 16.7%

+16.7pp YoY

Digital portfolio grew 16.7% YoY, with next-gen connectivity leading at 24% YoY.

Order Booking Growth Double-digit

+10%+ YoY

Order booking saw double-digit YoY growth, with strong international order book.

Net Promoter Score (NPS) 83

N/A

Global NPS of 83, India NPS of 95, indicating strong customer satisfaction.

Net Debt to EBITDA 1.99x

-0.01x QoQ

Net debt to EBITDA improved to 1.99x, driven by better working capital management.

Fast read

Guidance and risk preview

Top guidance Digital portfolio breakeven targeted at earliest

Management aims to achieve breakeven for the digital portfolio as soon as possible, focusing on profitable growth.

Top risk Geopolitical headwinds in West Asia

Events postponed/cancelled (e.g., F1, MotoGP) could impact demand; energy and chip costs being monitored.