2025-05-14Niranjan Ghatule
This article covers key highlights from the interview of Tata Motors CFO P.B. Balaji on One Business Channel following the company’s Q4 results. It delves into the challenges faced by the company in global markets, especially in the U.S. and China, updates on JLR performance
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2025-05-14Niranjan Ghatule
This article explores the latest brokerage views on Tata Motors following its Q4 results and global trade developments. It covers contrasting ratings and target price revisions from Jefferies, CLSA, Goldman Sachs, and Macquarie, with a special focus on JLR's performance, tariff impacts, and future outlook.
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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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2025-05-08Niranjan Ghatule
Tata Motors shares rally 3% for the second day as hopes rise for a US-UK trade deal that could remove tariffs on Jaguar Land Rover vehicles. With 78% of Tata Motors’ revenue coming from JLR and 22% of JLR’s sales driven by the US market, this deal could significantly boost the company’s fortunes.
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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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2025-04-09Niranjan Ghatule
Tata Motors Limited has issued an official clarification regarding recent media coverage suggesting that Jaguar Land Rover (JLR), its wholly-owned UK subsidiary, would pause exports to the United States in April 2025. The news originated from a report on NDTVProfit.com dated April 5, 2025, titled “JLR to pause exports to US in April on Trump Auto Tariffs.”
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2025-04-07Niranjan Ghatule
Jaguar Land Rover (JLR) has announced its Q4 and full-year FY25 global sales performance, demonstrating financial resilience and product demand, particularly for its high-margin vehicles.
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2025-03-27Niranjan Ghatule
This article covers the impact of Donald Trump's newly announced 25% tariff on auto imports on Tata Motors. Since the U.S. contributes 22% of Tata Motors' revenue, particularly through its Jaguar Land Rover (JLR) brand, the tariff poses a significant challenge. The announcement led to a sharp decline in Tata Motors' stock price, dropping over 6%.
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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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2025-03-04Niranjan Ghatule
This in-depth analysis explores Tata Motors Ltd.'s strong market position, financial performance, and growth outlook. With increasing EV penetration, record sales for Jaguar Land Rover, and strategic cost optimizations, Tata Motors is well-positioned for sustained growth.
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2025-02-15Niranjan Ghatule
U.S. President Donald Trump has announced plans to impose new tariffs on automobile imports starting April 2, 2025. This move, aimed at reducing trade imbalances and boosting domestic manufacturing, has sparked strong reactions from global markets, automakers, and policymakers.
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