Core Viewpoint - Tata Motors' Jaguar Land Rover division is facing challenges related to demand and profitability, with new models not expected until the end of FY2027 [1] Group 1: Financial Impact - The brokerage expects U.S. tariffs and competition from Chinese luxury cars to impact profit margins by 150 basis points, a situation unlikely to reverse in the near to medium term [1] - These factors are anticipated to restrict the company's free cash flow [1] Group 2: Stock Rating and Price Target - The brokerage has lowered the stock's target price by 9% to 360.00 Indian Rupees, maintaining a neutral rating [1] - The current stock price is stable at 372.75 Indian Rupees [1] Group 3: Electric Vehicle Goals - Tata Motors aims to achieve electric vehicle sales of 50,000 units in the current fiscal year [2]
大行评级丨法巴银行：将塔塔汽车目标价下调9%，旗下捷豹路虎部门面临一些阻力
Ge Long Hui·2025-11-18 07:02