Tata Motors- Company Analysis

Tata Motors Ltd: Ebook contains a detailed analysis of Tata Motors Ltd and its business segments like Jaguar and Land Rover, passenger vehicles, commercial vehicles, and finance subsidiary. It contains a Fundamental analysis of the company considering both Quantitative and Qualitative Aspects of the Company. E-book also covers their presence in the electric vehicle ecosystem and future prospects of Jaguar and Land Rover

Total Pages: 82

Content Index

• Analysis Overview
• Journey
• About Tata Motors Ltd
• Revenue Contribution
• Geographical Breakup and Plant Locations

1. COMPANY ANALYSIS:

JLR Acquisition

• Geographical Volume Breakup
• Volume Trend
• Sales By Model
• Portfolio and Orderbook
• Challenges faced by JLR
• Challenges Across the Key Geographic Areas
• Semiconductor issues
• Reimagine Strategy
• Improvement in Breakeven showing the results
• Electric vehicle architecture
• Improving the EV mix
• JLR Lagging Behind in Electrification
• New Energy Vehicle Share
• Targets and FY23 Outlook
  
  

Commercial Vehicle

• Market share
• Product Portfolio
• Volume Trend
• Market share gains
• Q3 and Q4FY22 Updates
• Battery Electric vehicles and Hydrogen Fuel Commercial Vehicles
• The New Road Map
  
  

Financial Holdings

• AUM Trend
• GNPA and NNPA of Finance Company
• Impact of RBI Order
• New developments
  
  

Passenger Vehicle

• Product Portfolio
• Market share
• Volume Trend-Retail
• Setting Benchmarks in Safety
• Recent Highlights and Development
• Leading the charge
• Powertrain Mix
• Electric Vehicle - Product Portfolio
• EV - Ecosystem from Tata Group
• EV Road Map Investment
• TPG Rise Investment
• EV Avinya Concept
  
  

2. INDUSTRY ANALYSIS:

• EV Roadmap
• EV REGISTRATION IN GEOGRAPHIES
• SHARE OF PREMIUM VEHICLES IN ELECTRIC VEHICLES
• FIRST MOVER ADVANTAGE-TESLA
• STRINGENT EU EMISSION NORMS
• EUROPE EV SALES MIX
• THE CHINA MARKET: LEADING IN TRANSITION
• CHINA EV SALES AND BEV MIX
• ELECTRIC VEHICLES IN THE US
  
  

Commercial Vehicle

• COMMERCIAL VEHICLE QUARTERLY TREND
• COMMERCIAL VEHICLE SECTOR HIGHLIGHTS
• COMMERCIAL VEHICLE ANNUAL TREND
• MARKET SHARE DATA FOR FY22
  
  

Passenger Vehicle

• A GLOBAL TREND OF SUV
• MARKET SHARE FOR PASSENGER VEHICLES
• EMISSION REGULATIONS POSITIVE FOR ELECTRIC VEHICLES
• SUBSIDIES AND SCHEMES
• PLI SCHEME HIGHLIGHTS
• EXPECTED EV MODELS AND FAST CHARGERS
• CHALLENGES IN ELECTRIC VEHICLES
• MARKET OPPORTUNITY RATING
  
  

3. GOVERNANCE ANALYSIS:

• EMPLOYEE RATINGS
• SHAREHOLDING PATTERN
• BOARD OF DIRECTORS
• REMUNERATION
• MANAGEMENT TEAM
• MAJORITY SHAREHOLDERS
• GOVERNANCE RATING
  
  

4. FINANCIAL ANALYSIS:

• RECENT RESULT SNAPSHOT
• QUARTERLY REVENUE TREND
• QUARTERLY OPERATING PROFIT AND MARGIN
• ANNUAL REVENUE
• SEGMENT REVENUE
• ANNUAL PROFIT AFTER TAX TREND
• COMPANY TAKING IMPAIRMENT LOSSES IN FY19
• SITUATION IN FY20
• ANOTHER IMPAIRMENT IN FY21
• SEGMENT EBIT BEFORE EXCEPTIONAL CHARGES
• Other impact of impairment
• ANNUAL EBITDA AND EBITDA MARGIN
• ANNUAL OPERATING AND INVESTING CASH FLOW
• CAPITAL EMPLOYED AND ROCE
• SEGMENT CAPEX
• COMPARISON WITH PEERS
• FINANCIAL RATING
  
  

5. VALUATION ANALYSIS:

• SHARE PERFORMANCE
• EV/EBITDA AND PB RATIO
• PEER COMPARISON
• SOTP VALUATION
  TOTAL VALUATION

OVERALL RATING

DATA SOURCE:

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Disclaimer - This book is not meant as Stock Advise or Financial Advice. It only gives the information about the stock or the company as per publicly available information and Yadnya's analysis of that information.