Sentiment Score: +18

Sentiment Change: +45

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Tata Motors Ltd Earnings - Analysis & Highlights for Q3 2025

Overview

PositivesNegativesOutlook

The company is looking at a strong performance for the full year.
The industry rebounded in terms of volumes and volumes remained flat on a Y-o-Y basis.
The buses and vans segment grew 11% on a Y-o-Y basis.
The company had a solid and robust quarter in a challenging market environment.
The company has created an ecosystem on the charging infra side, with 18,000 charges, and will continue to work on it to ensure unique benefits to customers and address the biggest barrier to EV adoption.

Q3 2025 Earnings Call

Operational FX was negative, though offset by a very effective hedge portfolio, but the weakness in sterling in Q3 did impact the balance sheet revaluations.
The company is not immune to the market conditions.
The wholesales, 290,000 units, virtually flat last year, but Jag volumes as the company progressively ends the existing range did fall by 16,000.
The company saw a double-digit de-growth in Q3 due to channel inventory reduction ahead of the New Year.
Cash profit after tax was cumulatively £250 million lower, which is essentially the effect of higher VME.

Q3 2025 Earnings Call

The company is looking at a strong performance for the full year.
The company will continue to participate in the state transport undertaking business and win tenders on a profitability basis.
The company expects Q4 volumes to be flat.
The company expects challenges in the key regions and inventory levels and dealers to be at this point in time.
The company expects Q4 return to at or below half one levels.

Q3 2025 Earnings Call