I believe a lot of this has already been factored into Tata Motors’ valuation. It’s trading close to its all-time low PE. If the sales pick up in the coming years, the stock should get re-rated quickly.
JLR has been transparent about expected muted demand and some supply chain issues, but they’re still aiming for an 8.5%+ EBIT margin for FY2025. Also, Tata Motors market share in domestic PV market has improved from 5% in FY20 to 13.3 % in H1FY25
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