Tata Motors’ share price will be in focus on August 7th, due to its Q1 results for FY26, which is scheduled on August 8th. The company will also announce its JLR earnings for the quarter.
Currently, Tata Motors is among the top bearish stocks of both the Sensex and the Nifty. YTD, the Tata Group-backed auto player is down by nearly 13% on BSE.
Tata Motors Share Price:
After market hours of August 6th, the auto stock stood at Rs 653.05 apiece on BSE, marginally down with a market cap of Rs 2,40,434.09 crore. In the past five trading sessions, Tata Motors shares have been down nearly 2% on the BSE. In six months, the stock has corrected by nearly 7.6% as of now.
YTD, the stock has plunged by a whopping 12.8% on BSE. From the current price level, Tata Motors’ share price is away by Rs 46.95 from touching its Rs 700 mark.
The stock’s 52-week high and low are at Rs 1,142 apiece and Rs 542.55 apiece, respectively. Its return on equity is around 17.81%, which is still healthy.
Tata Motors Q1 Results Preview:
As per the regulatory filing, a board of directors meeting is scheduled on August 8, 2025, to consider and approve the Audited Standalone Financial Results and Unaudited Consolidated Financial Results (with Limited Review) for the first quarter ended June 30, 2025.
On a consolidated basis, analysts at Kotak Institutional Equities said, “We also expect domestic PV business EBITDA to decline to 6.8% (-100 bps yoy) in 1QFY26, driven by (1) negative operating leverage, (2) higher Marketing spends (IPL) and (3) commodity headwinds partly offset by richer product mix (higher mix of SUVs).”
On a standalone basis, the analysts added, “We estimate standalone business revenues to decline by 6% yoy in 1QFY26 led by (1) 6% yoy decline in volumes and (2) flat yoy ASPs.”
Overall, analysts expect the standalone EBITDA margin to decline by 20 bps yoy, driven by (1) negative operating leverage and (2) commodity headwinds, partly offset by favourable net pricing.
Jaguar Land Rover Q1 Results Preview:
For JLR, analysts said, “We expect JLR volumes (excluding China JV) to decline by 12% yoy, led by weakness in the USA (tariff) and China markets. Overall, we expect revenues (ex-China JV) to decline by 16% yoy in 1QFY26 driven by decline in volumes. We expect ASP to increase by 2.5% qoq driven by richer model mix (higher mix of RR, RR Sport and Defender) and lower discounts.”
“We expect reported EBITDA margin to decline by 680 bps yoy to 9% driven by (1) negative operating leverage, (2) higher tariffs pertaining to USA sales and (3) adverse FX (GBP appreciation versus USD). Overall, we expect JLR EBIT margin to come in at 3.2% in 1QFY26 (-570 bps yoy),” they added.
Tata Motors Split:
The company is going to demerge its business into two listed entities in due course. One will be focused on commercial vehicles (CV) and the other will emphasize on passenger and JLR cars segment.
As part of the demerger plan, Tata Motors shareholders will get 1 share of TMLCV with a face value of Rs 2 each for every 1 share held in the company. This makes the business split ratio to 1:1.
Any development related to the demerger will be keenly watched on August 8.
BUY Tata Motors Stock?
The consensus recommendation from 26 analysts for Tata Motors Ltd. is HOLD, as per Trendlyne data. Of the total consensus, six analysts have suggested STRONG BUY and 5 analysts recommended BUY, while 10 analysts have said HOLD. The average target price is at Rs 771.19, hinting at over 18% potential upside ahead.