Q2 2025 Tata Motors Ltd Earnings Call Transcript
Key Points
- Tata Motors Ltd (BOM:500570) successfully launched the Nexon ICNG and 45 kWh models, which have been well-received in the market.
- The company held a groundbreaking ceremony for a new plant in Chennai, showcasing its commitment to expanding production capabilities.
- Jaguar Land Rover (JLR) maintained robust profitability despite external challenges, demonstrating the resilience of its business model.
- Tata Motors Ltd (BOM:500570) continues to lead in the electric vehicle (EV) segment with a 67% market share in the personal segment.
- The company is on track with its decarbonization roadmap, aiming for net carbon zero by 2039 and a BEV derivative for all brands by 2030.
- Tata Motors Ltd (BOM:500570) experienced a 3.5% decline in revenue for the quarter, primarily due to supply chain issues and reduced demand.
- JLR faced production constraints due to a flood at a key supplier, impacting the production of 86,000 units.
- The company reported a decline in EBIT margins due to increased DNA charges and higher sales support expenses.
- The Chinese market presents challenges with industry-wide discounting and overstocking, impacting dealer networks and sales.
- Tata Motors Ltd (BOM:500570) saw a decline in commercial vehicle volumes by 19% year-on-year, affected by external factors like interest rates and reduced mining activities.
Good day and welcome to Tata Motors Q2 F520 earnings call. Today with us are Mr. P. V. Balaji Group CFO Tata Motors. The village was executive director Tata Motors. Mr. Shailesh Chandr a MD Tata Motors passenger vehicles limited, and Tata passenger electric mobility limited. Mr. G. B. Ramannan vice president finance Tata Motors is limited. Mr. Heman Gupta vice president finance in PBL and PPML. Mr. Adrian Madel CEO Jaguar Land Road Mr. Richard Mollinian CFO Jaguar Land Road. Today we plan to walk you through the results presentation followed by Q&A.
As a reminder all participant lines will be in listen only mode and we will be taking the questions via teams platform. The same is already open for you to submit the questions. You are requested to mention your name and the name of organization while submitting the questions. I now hand over to Balaji sir to take over over to you sir. Thank you nation.
Good evening everybody. Good morning to people on the US. It's obviously a very sad
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