Tata Motors Passenger Vehicles' JLR Unit Faces Some Headwinds -- Market Talk

Dow Jones11-18

0608 GMT - Tata Motors Passenger Vehicles' Jaguar Land Rover unit faces some challenges, says BNP Paribas Securities India's Kumar Rakesh says in a research report. This unit is struggling with demand and profitability headwinds while its next cycle of new nameplate additions doesn't arrive before end-FY 2027, the analyst notes. Also, the brokerage sees a 150-bps margin hit from U.S. tariffs and Chinese luxury automobiles each, which is unlikely to reverse in the near-to medium-term. All this would imply constrained free cash flow for the Indian automaker, says the brokerage. It lowers the stock's target price by 9% to INR360.00 and maintains a neutral rating. Shares are flat at INR372.75. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

November 18, 2025 01:08 ET (06:08 GMT)

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Also, the brokerage sees a 150-bps margin hit from U.S. tariffs and Chinese luxury automobiles each, which is unlikely to reverse in the near-to medium-term. All this would imply constrained free cash flow for the Indian automaker, says the brokerage. It lowers the stock's target price by 9% to INR360.00 and maintains a neutral rating. Shares are flat at INR372.75. 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This unit is struggling with demand and profitability headwinds while its next cycle of new nameplate additions doesn't arrive before end-FY 2027, the analyst notes. Also, the brokerage sees a 150-bps margin hit from U.S. tariffs and Chinese luxury automobiles each, which is unlikely to reverse in the near-to medium-term. All this would imply constrained free cash flow for the Indian automaker, says the brokerage. It lowers the stock's target price by 9% to INR360.00 and maintains a neutral rating. Shares are flat at INR372.75. 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