2025-05-09Niranjan Ghatule
The new US-UK trade deal slashing auto tariffs from 25% to 10% on UK-made vehicles offers relief to Tata Motors, whose subsidiary Jaguar Land Rover (JLR) manufactures in the UK. With JLR contributing 78% of Tata Motors' revenue and the US accounting for 23% of JLR sales, this move could ease margin pressures caused by high tariffs imposed under Donald Trump’s administration.
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2025-04-29Niranjan Ghatule
UBS maintains a 'Sell' rating on Tata Motors with a target price of Rs 760, citing no U.S. tariff concessions for JLR and a guidance downgrade by peers like Porsche, highlighting growing risks for the automaker despite a recent stock rally.
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2025-04-04Niranjan Ghatule
Tata Motors, one of India's leading automobile manufacturers, has received a downgrade from CLSA, with the brokerage firm revising its rating to "Outperform" and slashing the target price from ₹930 to ₹765. The downgrade comes amid concerns over U.S. tariffs and a decline in Jaguar Land Rover (JLR) volumes.
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2025-04-01Niranjan Ghatule
This article provides an analysis of Tata Motors’ Q4 FY25 sales performance, highlighting a decline in total sales compared to the previous fiscal year. It examines the commercial and passenger vehicle segments, noting specific trends such as growth in intermediate and light medium commercial vehicles and increased demand for CNG-powered passenger vehicles.
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2025-03-17Niranjan Ghatule
This article explores Tata Motors’ historical stock declines, the challenges it faces—particularly in its Jaguar Land Rover (JLR) division—and the strategic steps it must take to reach a new all-time high.
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2025-03-12Niranjan Ghatule
This article provides an overview of recent brokerage reports on Tata Motors following its management meet. Analysts from Macquarie, CLSA, Nuvama, and Nomura have shared their insights on the company’s financial health, growth outlook, and potential challenges, particularly focusing on Jaguar Land Rover (JLR).
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