Tata Group stocks to buy: Tata Capital Ltd, the recently listed Tata Group firm, is set to announce its results for the three months and financial year ended on March 31, 2026. Besides the earnings, Tata Capital's board will also consider dividend for shareholders for FY26, if any. It will be the second quarterly earnings third and first dividend by Tata Capital post listing in October 2025.
Tata Capital is a diversified financial services company and a subsidiary of Tata Sons. It operates as a non-banking financial company (NBFC) in India, offering a wide range of financial products and services to retail, corporate, and institutional customers. It has a comprehensive suite of more than 25 lending products.
Tata Capital Q4 result preview
Kotak Institutional Equities is expecting Tata Capital to report a net interest income (NIIs) at Rs 3,400.6 crore, up 16.2 per cent YoY and 2.6 per cent QoQ, with net interest margins (NIMs) contractions 10 bps YoY to 5.2 per cent. Pre-provisioning operating profit (PPOP) is seen at Rs 2,519.3 crore, up 16.6 per cent YoY and 1 per cent QoQ. Net profit is seen at Rs 1,406.9 crore, up 40.7 per cent YoY and 11.2 per cent QoQ.
"Tata Capital will likely deliver 5 per cent QoQ AUM growth in 4QFY26 (3-7 per cent in previous four quarters). Spreads will decline 6 bps driven by moderation in yields. Cost-to-AAUM ratio will likely remain elevated at 2.5 per cent, due to investments in distribution, We pen down credit costs of 1 per cent (1.3-1.6 per cent in the previous four quarters)," it added.
JM Financial has penciled Tata Capital's NIIs at Rs 3,577.6 crore, 22.3 per cent YoY and 7.9 per cent QoQ, with NIMS improving by 7 bps to 5.3 per cent. PPoP is seen at Rs 2,764.8 crore, up 23.6 per cent YoY and 8.2 per cent QoQ. Net profit may come in at Rs 1,539.6 crore, up 54 per cent YoY and 21.7 per cent QoQ.
Tata Capital IPO and share price
Shares of Tata Capital were listed on October 13, 2025, when the company raised Rs 15,512 crore via its IPO, selling its shares of Rs 326 apeice, with a lot size of 46 equity shares. However, the stock was seen at Rs 342 on Thursday, up nearly 5 per cent from its IPO price. The total market capitalization of the company stood close to Rs 1.45 lakh crore.
The stock hit its record lows at Rs 300.30 on April 02, 2026 but has rebounded 14 per cent from those levels. However, despite the rise the stock is still 8 per cent below its all-time high at Rs 367.65, hit on January 20, 2026.
