ilmscore | Tata Motors, Maruti, Mahindra: Impact of Trump Tariffs | CA Rachana Ranade

Predictions from this Video

Total: 3
Correct: 1
Incorrect: 0
Pending: 2
Prediction
Topic
Status
Tariff differences could lead to additional charges, potentially impacting JLR's sales in the USA.
"So, what happens is that if there is again a tariff difference, he will charge additional tariff, and that could impact JLR sales in the USA."
Potential Impact of Tariffs on JLR Sales
Correct
Tata Motors has three potential options to address the impact of tariffs: passing the cost to customers, reducing internal costs while keeping prices constant, or absorbing the tariff burden themselves.
"Option number one is to pass on the cost to the customer. ... Possibility number two, they decide hey, let's not pass on the cost to the customers. We will keep the selling price constant, but we will cut down on the cost. And option number three is absorbing the hit, absorbing the tariffs by themselves"
Tata Motors' Options for Tariffs
Pending
If Tata Motors absorbs the tariff costs internally, there is a low probability they will achieve their projected 8.3% EBIT margin for FY26.
"Now if they are they take this decision of absorbing the cost by themselves there is very less chance that they will be able to keep up to this 8.3% EBIT margin"
Tata Motors' Ability to Meet FY26 EBIT Projection
Pending