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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