Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up specific triggers. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Equity Analyst - Fundamental & Thematic

Reiterate Short Tata Motors - Weak Sales Volume, JLR UK Retails Weak

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

Tata Motors Passenger Vehicles / Equity Bottom-Up

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<strong><a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors (TTMT IN)</a></strong>subsidiary Jaguar Land Rover's volumes, revenue, EBIT margins and FCF all plateaued in FY25.</li>
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<strong>US Tariffs &amp; China Slowdown Undermine FY26 Outlook:</strong> The tariffs on UK car imports and collapsing China JV performance together threaten JLR’s two most profitable regions.</li>
<li>Company expects JLR EBIT margin to crash to the 5–7% range (vs 8.5% in FY25) and FCF to fall to zero vs GBP 1.5 billion in FY25.</li>
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Tata Motors (TTMT IN)subsidiary Jaguar Land Rover's volumes, revenue, EBIT margins and FCF all plateaued in FY25.

US Tariffs &amp; China Slowdown Undermine FY26 Outlook: The tariffs on UK car imports and collapsing China JV performance together threaten JLR’s two most profitable regions.
Company expects JLR EBIT margin to crash to the 5–7% range (vs 8.5% in FY25) and FCF to fall to zero vs GBP 1.5 billion in FY25.


Short Tata Motors – JLR Investor Day – All About Tariffs, China & BEV. Guidance Slashed for FY26.