One of India’s most tracked auto majors, Tata Motors, is set to announce its Q4FY25 earnings results today, May 13, 2025. Investors, analysts, and market watchers are closely monitoring the performance of the company’s domestic and global segments, especially Jaguar Land Rover (JLR).
In this detailed blog, we decode:
- Expected financial numbers from top brokerages
- Key market trends driving the stock
- Segment-wise outlook including domestic PV, CV, and JLR
- How Tata Motors’ Q4 results may impact the Indian stock market today
Tata Motors Share Price Today – Market Buzz Ahead of Q4 Earnings
- Tata Motors shares surged 3.39% intraday on May 12, reaching a high of ₹732.55
- The stock closed at ₹717.20, up 1.23% as investors anticipated Q4 results
- Market participants are pricing in mixed earnings expectations, especially amid margin pressures at JLR
Key Price Levels:
- 52-week high: ₹1,179.05
- 52-week low: ₹535.75
- Current trend indicates volatility ahead of the results announcement
Tata Motors Q4FY25 Preview – What Analysts Are Expecting
Brokerage Estimates Vary Widely
Top brokerage houses have differing views on Tata Motors’ likely Q4FY25 performance:
- Nuvama Wealth:
- Revenue flat at around ₹1.20 lakh crore
- EBITDA may fall 6% YoY
- PAT could decline by over 50%
- Concern: Weak JLR margins offsetting India gains
- Kotak Institutional Equities:
- Revenue marginally up by 0.8% YoY
- EBITDA likely to dip 5.2%
- PAT may drop 54.1%
- Positives: Strong PV EV margins and PLI benefits
- Motilal Oswal:
- Revenue growth projected at 5.2% YoY to ₹1.26 lakh crore
- EBITDA up 1.2%
- PAT could grow 8.2%
- Bullish outlook on JLR volumes and improved product mix
Jaguar Land Rover – Centre Stage for Investors
- JLR volumes are projected to rise by up to 3% YoY, depending on the brokerage
- However, rising discounts, marketing costs, and warranty expenses are expected to weigh on profitability
- Analysts are watching Europe and China markets for any signs of demand slowdown
- A key variable is the EBITDA margin, which may compress by up to 130 basis points, per Motilal Oswal
Domestic Business – PV and CV Segment Highlights
Passenger Vehicles (PV):
- Volumes down ~6% YoY, according to analysts
- EV sales and premium launches may support margins
- Margins expected to remain stable at around 7.3–7.7%
Commercial Vehicles (CV):
- Volumes may have dipped ~3% YoY
- Analysts forecast margin expansion of around 90 basis points due to lower input costs
FII and DII Focus – Institutional Sentiment Around Tata Motors
- Foreign Institutional Investors (FIIs) have increased exposure to large-cap auto stocks in recent months
- Domestic Institutional Investors (DIIs) remain positive on long-term EV potential and Tata’s structural growth
- Any earnings surprise or disappointment could directly impact broader Nifty Auto index sentiment
Recent Developments Boosting Market Sentiment
- Strong Retail Sales in India: Tata Motors posted healthy monthly PV sales, aided by demand in tier-2 and tier-3 cities
- PLI Incentives for EV Manufacturing: Tata Motors has emerged as a major beneficiary under India’s PLI scheme
- Global Luxury Demand Recovery: Premium demand for Range Rover and Defender remains intact
- Commodity Cost Relief: Falling input costs in steel, aluminium and others could support margins
Investor Expectations – Tata Motors Q4FY25 Earnings Call Insights
Investors are expected to closely track the management’s commentary on:
- FY26 guidance on volume growth
- Margins and capex for JLR and India operations
- EV sales outlook and new launches
- Debt reduction and free cash flow targets
Stock Market Outlook – How Tata Motors Results Could Impact Nifty and Sensex
- Tata Motors is a key heavyweight in Nifty Auto and Sensex
- A strong beat on earnings could support broader market rally
- Any negative surprise from JLR could trigger short-term volatility across the sector
What to Watch After Q4 Results Announcement
Post-Result Trends to Monitor:
- Will FIIs increase stake post-results?
- Is the worst of JLR margin pressure behind?
- Can Tata Motors sustain its leadership in India’s EV space?
- How will global recession fears impact premium auto demand?
Technical Indicators:
- Support: ₹690–₹700
- Resistance: ₹740–₹760
- Breakout above ₹760 may trigger a fresh uptrend
Final Takeaway – Tata Motors Results Today: A Make-or-Break Moment
- Tata Motors’ Q4FY25 results today will be a defining moment for short-term investor sentiment
- While domestic performance looks stable, all eyes are on how JLR margins play out
- Investors should monitor the earnings call closely for forward-looking commentary
- The stock remains a long-term EV growth story, but short-term movement hinges on today's numbers