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...
217 Views
Tata Motors Ltd - Q2 Was a Blip, Hoping a Revival in H2FY2025
JLR has maintained its full-year guidance despite subdued performance in Q2FY2025. Domestic business is expected to follow industry trends in the...
363 Views
Tata Motors Ltd - Gradual Recovery in H2FY2025
JLR has already guided for a production constraint in Q2FY2025 in advance and further guided for a strong recovery in production in H2FY2025.
312 Views
Tata Motors - JLR 2Q Wholesales Down 10% YoY Due to Supply Constraints
JLR wholesale volumes (excluding China JV) declined 10% YoY (-11% QoQ) to 87.3k units. The breakup between Jaguar and LR has not been shared in the...
353 Views
Tata Motors - Upgrade to BUY; Healthy Profitability Outlook, Undemanding Valuation
TTMT stock price has corrected 16% from its peak, amid outlook downgrade at peer BMW (incl. due to muted China demand), and slowness in domestic...
550 Views