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Shares of four Tata Group companies — Tata Technologies Ltd., Rallis India Ltd., Tejas Networks Ltd., and Tata Motors Ltd. — are in the spotlight on Tuesday, July 15, following earnings announcements and sector developments that surfaced post-market on Monday. While three of these stocks are reacting to their respective Q1 FY26 results, Tata Motors is riding broader auto-sector sentiment amid the highly anticipated Tesla India showroom launch in Mumbai.
Tata Technologies: Muted Reaction Despite Better-Than-Feared Decline
Tata Technologies shares traded largely unchanged in early trade despite reporting a sequential revenue decline of 4.6 per cent in constant currency terms—better than the 6.4 per cent drop analysts had feared. However, operating margins came in below expectations, weighing on sentiment.
The company’s services segment registered a steeper 7.6 per cent contraction in constant currency, while revenues declined 4.7 per cent in dollar terms. Despite the pressure, management remains upbeat, citing a stronger deal pipeline compared to last year and optimism for H2 FY26.
That said, investor confidence remains tepid. The stock is down nearly 50 per cent from its post-listing high of Rs 1,400, currently trading just above its IPO price of Rs 500 per share.
Tejas Networks: Stock Slumps 8% After Wider Loss, Revenue Collapse
Tejas Networks saw its shares fall close to 8 per cent at the open after reporting its second straight quarterly loss, sharply reversing from a profit in the year-ago period. The Tata Group-backed telecom equipment firm, where Panatone Finvest holds a majority stake, saw revenue plummet 89 per cent sequentially and 87 per cent year-on-year, owing to delays in executing a key BSNL 4G network contract involving 18,000 site shipments.
With losses widening and visibility remaining low, the stock has lost significant ground. Shares had jumped on Monday ahead of results but have fallen over 40 per cent year-to-date and remain down 52 per cent from their 52-week high of Rs 1,468, making it one of the worst performers in the Nifty 500 this year.
Rallis India: Gains 6% on Strong Q1; Nears 52-Week High
Rallis India shares opened with strong gains of 6 per cent after the agri-chemical player reported a sharp improvement in Q1 earnings. The Tata Chemicals subsidiary posted a 22 per cent rise in revenue, with profits nearly doubling on a year-on-year basis. Margins also expanded, supported by an improved product mix and early signs of recovery in export demand.
Management struck a cautiously optimistic tone, indicating that export markets may continue to revive in the coming quarters. The stock is now trading near its 52-week high of Rs 378.70, having gained 18 per cent year-to-date and 11 per cent in the past month.
Tata Motors: Auto Sector Eyes Tesla India Launch; Stock Flat
Tata Motors shares opened little changed in early trade, even as the broader auto sector remains in focus with Tesla's Mumbai showroom launch scheduled today at the Bandra-Kurla Complex. The event will showcase Tesla's Model 3, Model Y, and Model X, marking the EV giant’s high-profile physical entry into the Indian market.
Tata Motors has seen pressure recently, falling in three of the last four sessions. While the stock has rebounded off its 52-week low of Rs 535, it remains 10 per cent lower in 2025 so far.
Outlook:
With quarterly earnings, execution delays, and sector-specific news driving investor sentiment, the four Tata Group stocks offer a mixed picture. Rallis India’s outperformance contrasts sharply with the setback at Tejas Networks, while Tata Technologies and Tata Motors remain in a wait-and-watch zone amid macro and sector headwinds.
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