Analysts cautiously optimistic on Tata Motors amid JLR vol concerns in FY26

Analysts are cautious about JLR's performance in FY26, especially with the discontinuation of Jaguar models and a weaker outlook in China, a key market for JLR.

Automobile giant Tata Motors’ shares were in demand on Wednesday as the stock rallied as much as 3.69 per cent to hit an intraday high of ₹671.80 per share, before settling 3.18 per cent higher at ₹668.45.

 

In comparison, the BSE Sensex settled 0.10 per cent, or 72.56 points, lower at 74,029.76. The northward move came after analysts said they were cautiously optimistic about the company’s prospects, following recent discussions with its Group Chief Financial Officer, P B Balaji. “Jaguar Land Rover (JLR) is well-positioned to achieve its FY25 Ebit margin targets, which will contribute to a net cash positive