00:00Tata Motors stock is going down
00:05and why is that, we will see in this video
00:08with 4 key reasons, we will see who is going down with them
00:14First, we will see who is going down with them
00:17In M&M trading,
00:223-4% of the stock is going down
00:28Moreover, Maruti has gone down by 18%
00:34and Bajaj Auto has gone down by 32%
00:40May be it is because of GST or something else
00:46Before that, we have mentioned 4 key points in Tata
00:511. Struggles in commercial vehicles
00:552. Slow passenger vehicle and EV sales
00:593. Pressure from discounts
01:044. Jail laws, EBTE, DA, Margins
01:10This is why Tata is going down
01:15First, struggles in commercial vehicles
01:17Tata Motors had a share of 38.1%
01:24in domestic CV market
01:26But now, Q2 FI25 domestic wholesales CV volume has reduced by 15.6%
01:36in year on year due factors
01:40and its revenue has declined by 13.9% in Q2
01:47and dropped by 5.2% in H1 FI25
01:54This is due to infrastructure projects,
01:59reduced mining activity,
02:01and lower fleet utensilization
02:04due to heavy rains
02:09Next, slow passenger vehicle and EV sales
02:13The reason for this slow passenger vehicle and EV sales is
02:19passenger vehicle sales and electric vehicles have slowed down recently
02:25Recently, Tata launched Curve EV
02:30Its accounts have 20% of EV bookings
02:35but there is an issue in ramp up
02:38Anyways, the company thought they can resolve this issue
02:44with 3-4 new variants in Q2
02:48in the future year, in 2025
02:51We will see what happens
02:53but this is the reason for the slowdown
02:57Third, pressure from discounts
03:00In festivals and festivals, all automotive industries give discounts
03:06Tata has given aggressive discounts
03:15Tata has given discounts that they can't give more than what they have
03:23Tata has given 2 lakhs discount for petrol and diesel engines
03:31The reason for this is
03:33EVs like Nexon and Curve have launched SUV bookings
03:44In this, Nexon's sales were low
03:48because Curve's SUV bookings were next level
03:52In Nexon, they have given up to 3 lakhs discount
03:58Especially, after the launch of Curve electric SUVs
04:02This is also a reason for a slowdown
04:06JL has EBITDA margins
04:08This is also a reason for a slowdown
04:12Jaguar Land Rover is also facing challenges in EBITDA
04:18What are those?
04:20Earnings before interest
04:25Taxes, Deprecations and Amortizations
04:29All these will be affected by the margins
04:32The company is facing a slowdown due to the lack of initial guidance
04:44The key areas are volume growth, profitability and free cash flow generation
04:53All these factors are the reason for a slowdown in Tata's stock
05:01Even if it is Tata, Marzisuzuki, Bajaj Auto and M&M are the only options
05:12But, now that GST Council has taken a decision
05:17Will Tata get a raise in the future?
05:21Or will it be a plus point for the people?
05:26GST has announced a new budget
05:31Will this affect the people?
05:35Will Tata Motors' stock be affected by this?
05:42GST has also announced a new profit for the used vehicles
05:55But, I don't know if the sellers are investing for the whole amount
06:04Let's see if this is affordable for middle class people
06:09For more automotive news, follow Dry Spot
06:14I'm Anupal Vinth, see you in another video
06:16Thank you
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