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For the quarter ended June, Tata Motors noted that its performance was impacted by volume decline in all businesses and a drop in profitability at Jaguar Land Rover.
 
                                                                                            While the management remains confident about the business, the lack of clarity of US tariffs on the UK continues to cast a shadow.
 
                                                                                            Brokerages were mixed on their outlook for auto giant Tata Motors, following its Q4 earnings show, especially on the outlook for luxury vehicle subsidiary, JLR.
 
                                                                                            Investors are likely to watch for commentary on JLR’s demand trends in the European and Chinese markets, along with the margin trajectory.
 
                                                                                            New targets to enhance market share and improve financial performance
 
                                                                                            Tata Motors anticipates a sluggish start to FY25, citing an expected dip in local passenger vehicle (PV) demand amidst ongoing elections.
 
                                                                                            With the waning of semiconductor chip challenges faced by JLR, there has been a reduction in the order backlog. The company can now cater to more customers
 
                                                                                            Tata Motors' consolidated net profit for Q4 FY24 is expected to jump 33 percent on-year to Rs 7,084 crore in the fiscal fourth quarter, a Moneycontrol poll of six broking firms showed.
 
                                                                                            While some analysts and investors are still digesting the data and reading between the lines, here is a handy summary of the key trends which shaped India Inc’s Q3 show.
 
                                                                                            Shares of Tata Motors rallied 24 percent in the October-December quarter, beating Nifty 50, which rose 10.7 percent during the same time. The stock also hit a new high on January 31 ahead of its results announcement.
 
                                                                                            Domestic business to maintain momentum, while JLR sees robust demand going for-ward
 
                                                                                            International and domestic businesses are expected to continue doing well with EVs providing the extra spark
 
                                                                                            The waning impact of semiconductor chip shortage and the softening of raw material prices helped the company race ahead
 
                                                                                            The company is expected to post profit after seven quarters. The last time it posted a quarterly profit was in October-December 2020
 
                                                                                            With chip supply easing and demand picking up, the road ahead seems to be smooth for Tata Motors, both globally and locally. But rising interest rates can be a speed breaker
 
                                                                                            Jaguar Land Rover (JLR) volumes continue to be on a downward trend due to the chip shortage. Operating profitability also got severely impacted, owing to the weak product mix
 
                                                                                            Tata Motors Q1 preview: The weakness in the June quarter results will be driven by the company’s subsidiary Jaguar Land Rover
 
                                                                                            Jaguar Land Rover (JLR) volumes continue to be on a downward trend due to the chip shortage. Operating profitability, nevertheless, has improved on a sequential basis. The standalone business also continues to do well, driven by a strong demand scenario.
 
                                                                                            Brokerages were divided on the bottomline performance of the company
 
                                                                                            JLR volumes continue to be on the downward trend due to the chip shortage. Tata Motors' operating profitability has improved significantly on a sequential basis. Standalone business also continues to do well, driven by a strong demand scenario
 
                                                                                            Tata Motors Q3 Preview | Tata Motors shares have rallied 49 percent since the beginning of October 2021, outperforming sharply not only Nifty50 (that was down 3 percent) but also Nifty Auto index (that gained 8.4 percent)
 
                                                                                            Tata Motors expects improvement in chip supply from September 2021 once new capacity goes on stream. JLR expects a strong ramp-up in volumes in the second half
 
                                                                                            So far in 2021, Tata Motors' share price has surged 75 percent. In the preceding 12-month period, the stock has delivered a whopping 298 percent to its investors.
 
                                                                                            Though headwinds remain due to the new COVID variant, the Tata Motors management is confident of generating strong operating margins and cash flow in the next quarter
 
                                                                                            Along with the numbers, investors will focus on the company's India business outlook, including market share gains in the PV segment, recovery in the CV and Jaguar Land Rover segments and the impact of Brexit on JLR manufacturing.