WHY WAS TATA MOTORS DOWN BY 7% TODAY? | CA RACHANA RANADE

"tat Motors had talked about a guidance of 88.5% and they have stuck with the guidance of 88.5% ebit margin for the entire Financial year 25 but then if they were to really go ahead with the ebit margin of 88.5% because in Q3 fy4 it was 8.3 now they are at 8.9 agreed but Q 2 fi25 was only 5.6 I hope you're understanding this Q2 fi25 only 5.6 now at 8.9 and for the full year they're saying full year ebit margin should be ideally 88.5% they're maintaining that same guidance if that be so they'll have to specifically take a lot of efforts especially the Jr segment has to really perform well in Q4 if they were to meet this 88.5% margin"

"you have to specifically ensure that you are checking these points number one whether the demand demand is is more for Jaguar so how will I understand demand basically sale number has to improve for Jaguar okay number two CV they are losing out market share their market share has to go up and even CV Top Line again has to improve a little bit more number three if I'm talking about PV sales problem seems to be solved I mean they are getting more volumes but profitability problem is not solved to a great extent because they are right now selling more cars by giving more and more discounts so we'll have to see whether they are able to you know take away the discount slowly and steadily yet increase the sale of car so that'll be interesting to watch so again last time Jaguar problem needs to be solved CV uh the market share problem need to be solved and for PV they're able to crack the sales but they have to try and do it with lesser discounts uh the profitability problem needs to be solved"

"underlying domestic demand to improve gradually on account of infrastructure spend s of exciting products launches and stable interest rates they're saying what lies ahead because see this is important what lies ahead number one they're saying ideally domestic demand to improve gradually on account of infrastructure spend see simple if infrastructure spends increase the overall industry activity will increase if that happens demand for commercial vehicles will revive SLE of exciting product launches so if they come up with exciting product launches ideally top line for PVE should ideally increase and stable interest rates if stable interest rates not a problem if they are lowed will be definitely better for a company like tat mot basically any automobile company see if interest rates are lower it it will mean that uh the the customers will be able to take a loan at a lower interest rate and that is the reason why the demand for automobiles can increase"

"I truly expect that there'll be some relief uh for the basic exemption limit as well and even for a high kind of a higher tax lab from 15 lakhs if if that's at the 30% tax lab some will be uh for 15 so 15 lakh to 20 lakh ideally there there should be some some breather"