Why is Tata Motors Share Price Declining?

 

Tata Motors Share Price Falls as CLSA Downgrades Rating; JLR Tariff Concerns Weigh Heavily

Tata Motors Ltd.'s shares slipped to a one-month low, reacting to a fresh downgrade by global brokerage CLSA. The firm revised its rating from High Conviction Outperform to Outperform, while sharply cutting the target price from ₹930 to ₹765.

This move underscores growing concerns over Jaguar Land Rover’s (JLR) performance in financial year 2026 (FY26), with a spotlight on the US market, where rising import tariffs are expected to impact margins and volumes.

Currently, JLR exports vehicles from the UK to the US, making it vulnerable to potential tariff hikes. This concern adds to the geopolitical and trade tensions affecting global automotive exports.

 

 

📉 Tata Motors Stock Performance: Latest Update (April 2025)

As of the latest market session:

• Tata Motors share price is trading around ₹X (replace with current figure)

• The stock has declined over X% in the past 5 days

• Trading volume has increased as investors react to global headwinds and brokerage revisions

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🔍 Key Reasons Behind the Share Price Dip

1. CLSA Downgrade and reduced confidence in JLR’s short-term profitability

2. Concerns over US import tariffs affecting JLR's exports

3. Global macroeconomic uncertainty, especially in Western markets

4. Potential increase in operational costs and logistical challenges in key markets

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⚡ Tata Motors: Strategic Outlook

Despite the near-term pressure, Tata Motors remains focused on:

• Electric Vehicle (EV) expansion under Tata Passenger Electric Mobility

• Strengthening domestic sales through new launches and tech upgrades

• Evaluating JLR’s manufacturing footprint to reduce tariff exposure

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