Tata Motors: Is the Worst Finally Over? A Turnaround & Demerger Play
Tata Motors shareholders have given approval for the proposed demerger of the commercial Vehicle business into a separate, listed entity with a...
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Can Tata Motors Withstand the 25% U.S. Auto Tariffs Or It Will Collapse Further?
US auto import tariffs may impact Tata Motors' JLR unit, potentially reducing EBITDA margin and challenging FY26 year ahead.
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Tata Motors - Subdued Q3; Steep FCF Guidance at JLR for Q4
TTMT’s Q3 performance was below expectations driven by sequential ASP decline at JLR and standalone operations, as well as lower than expected...
184 Views
India: 50bp Rate Cut, 100bp of CRR Cuts Pave the Way for Faster RGDP Growth
We forecast 8.5% real GDP growth in FY26, with another 75bp of rate cuts by Dec'25 (after 100bp cuts in Feb-Jun'25) boosting fixed investment,...
604 Views
EQD | Volatile Roads: Unveiling Risk in the Asian Auto Industry Through the Options Market
Global auto industry faces tariff risk. The option market assigns the highest risk to Chinese car makers. The Indian auto sector appears least...
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