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Shree Dhanraksha Securities

29th Sep · SEBI-Registered Analyst

Sector: Auto

Tata Motors (Tata Motors Ltd) Latest (29-Sep-2025): Jaguar Land Rover (JLR), owned by

TATAMOTORS
is resuming phased manufacturing after a major cyberattack earlier this month. Rating agency Moody’s downgraded Tata Motors’ outlook to Negative citing the JLR disruption. What it means: A cyberattack that stops production affects near-term revenues and can increase costs; credit outlook changes can raise borrowing costs. But longer-term demand dynamics (EVs, commercial vehicles) remain separate issues. Actionable takeaway: Beginners should watch: (a) management updates on lost output and cost, (b) cashflow / liquidity metrics, and (c) recovery timeline at JLR before adding exposure. Consider smaller, staggered positions rather than big bets. Risk: Operational shocks (cyber, supply chain) can hit earnings unexpectedly.

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