Street View: Tata Motors sales dragged by US tariff uncertainty

Reuters

Aug 11, 2025

Street View: Tata Motors sales dragged by US tariff uncertainty

** Tata Motors TAMO.NS posts a 63% fall in Q1 profit, as U.S. tariffs and planned phase out of Jaguar Land Rover models dealt a direct blow to profit and cash flow.

** Shares trading flat early on Monday, down 0.09 at 633 rupees by 09:19 am IST

WEAKENED DEMAND IN PV AND JLR AMIDST TARIFF UNCERTAINTY DRAG SALES

**Macquarie ("outperform", PT: 633 rupees) says cost optimisation and pricing should support margins, but risks remain from potential demand slowdown and a 10% luxury tax in China (13% of volume), affecting the full JLR lineup.

** Jefferies ("underperform", PT:550 rupees) says multiple headwinds impact businesses. Luxury segment, JLR, faces increased competition and consumption tax in China. Adds unconvinced about $4.36 bln deal with Italy's Iveco IVG.MI

** JP Morgan ("neutral", PT: 740 rupees) says despite a big miss in private vehicles sales and JLR, the quarter was helped by the increased revenue from the domestic commercial vehicles sales. Adds, expect slight cuts to consensus numbers mainly due to PV business underperformance.

(Reporting by Urvi Dugar)

((UrviManoj.Dugar@thomsonreuters.com;))

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Luxury segment, JLR, faces increased competition and consumption tax in China. Adds unconvinced about $4.36 bln deal with Italy's Iveco IVG.MI ** JP Morgan  says despite a big miss in private vehicles sales and JLR, the quarter was helped by the increased revenue from the domestic commercial vehicles sales. 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