Tata Capital, a non-banking finance company under the Tata Group, reported a consolidated net profit of ₹1,502.02 crore for the fourth quarter of FY26, reflecting a significant 42.8% increase from the previous year. The company's revenue from operations also saw a 9% rise to ₹8,160 crore. Despite initial gains, the share price fell by 0.85% to ₹337.50 amid broader market selling pressure. Analysts from Emkay Global Financial Services Ltd. and Systematix have retained positive outlooks on the stock, with target prices raised to ₹390 and ₹400, respectively, citing strong growth in assets under management (AUM), which increased by 20% YoY to ₹2,77,275 crore. The management noted that they are monitoring potential impacts from global conflicts but have not observed significant stress in their portfolios. They expect return on assets to rise to 2.5-2.7% due to improved margins and lower credit costs.