Yesterday, on 4th April 2025, Tata Motors experienced a decline of 6% in its share prices. The stock drop followed CLSA’s ratings and revisions based on 25% tariffs that the US imposed on the vehicle manufacturer.
Analyst CLSA revised their opinions and removed Tata Motors from their ‘High Conviction Outperform’ list on 4th April. The firm stated that 25% tariffs on Jaguar Land Rovers (JLRs) will impact vehicle exports to the US, which is a significant market for JLR. CLSA also said that the tariffs, coupled with the discontinuation of the JLR models, may result in a 14% decline in volume year-on-year in FY 26. These declines and tariffs will adversely impact Tata Motors’ EBITDA and could lower it to 7% from the expected 9%.
CLSA said that because India’s commercial vehicle market may reach a low point in FY 26, they are basing off their valuation of Tata Motors’ performance in FY 28, as they expect Rs. 127 to be added to the stock value. The brokerage firm also shared that this rollover would further cushion the valuation against demand elasticity risks for JLR in the US due to tariffs.
Tata Motors Share Price Performance On 4th April
Yesterday, Tata Motors’ shares opened to the market at Rs. 650.00, slightly lower than Thursday’s close of Rs. 650. The shares recorded a day-high of Rs. 650.00 and a day-low of Rs. 610.
At 15:59., when the market closed, Tata Motors’ share price stood at Rs. 613.85. It was nearly 5.7% lower than the opening rate. And it is 6% lower than its previous close. According to the reports and estimates on Money Control, the current market capitalization was 225,979 cores; the UC Limit was 719.30, and the LC Limit was 588.55.
Company Financials
On 29th January, Tata Motors released its third-quarter financial results for FY 2024–2025. The figures indicate that, with Rs.113,575 crores, the corporation had an improvement in sales by 2.7% compared to the previous year’s third quarter. On the other hand, Tata Motors’ net income dropped 22.5% to Rs. 5,578 crore.
Tata Motors Sales In Fourth Quarter
During the fourth quarter of the fiscal year ending 31st March 31 2025, Tata Motors’ domestic sales recorded 912,155 vehicles, a 4% decrease from 949,015 units in FY24. The company’s total sales in domestic and international markets reached 252,642 units, a 4.7% decrease compared to 265,090 units in Q4 FY24.
Recent News About Tata Motors
- In March 2025, Tata Motors sold 90,500 units domestically. This represents a slight decrease of 0.35% compared to the 90,822 units sold in March 2024 and a 17.18% increase from the 77,232 units sold in February 2025.
- 51,872 units of passenger vehicles were sold in March 2025, a 3% year-on-year increase from 50,297 units in March 2024.
- 41,122 units of commercial vehicles were sold in March 2025, a 3% year-on-year decline from 42,555 units in March 2024.
Tata Motors Share Price Target
According to experts on Trendlyne, Tata Motors Ltd. has an average target of 946.38. The consensus estimate represents an upside of 54.17% from the last price of 613.85.
Should You Buy, Sell, Or Hold?
Experts on Trendlyne generated a mixed suggestion for buying and holding the shares. Meanwhile, on MoneyControl, 40% of analysts suggested buying, 27% supported holding, and 7% recommended selling the shares. But, before investing in Tata Motors, consider its long-term performance and consult your analyst to make the perfect move.
