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TATAMOTORS

: Setting the Stage Before the Analyst Meet 🚗✨

is gearing up for its analyst & investor meet today (June 9, 2025), laying out bold growth ambitions and a roadmap for future success: 🔹 Commercial Vehicle Leadership – Targeting a jump to 40% market share by FY27, with EBITDA margins in the high teens—supported by a robust ₹33–35K crore investment plan 🔹 Passenger Vehicles – Expecting modest growth in FY26 amid high competition and an SUV-first market; aiming for 16% market share by FY27, riding the EV adoption wave 🔹 EV Revolution – EVs set to represent 20% of sales by FY27, scaling beyond 30% by FY30, while working toward EBITDA positivity even if free cash flow remains negative in the medium term 🌍 On the global front, investors are watching closely how Jaguar Land Rover (JLR) navigates trade tariff pressures and margin challenges—but Tata management has reaffirmed JLR’s confidence in meeting its margin guidance, supported by improving trade visibility. 📊 The stock has been gaining momentum—recently up ~3% on strong expectations around dividends, demerger updates, and JLR performance. Why it matters: Tata’s strategic clarity across commercial vehicles, passenger cars, and EVs shows a company stepping up its game. Investors will be keenly watching how these targets translate into execution.