Aluminum Supply Disruption
A key aluminum supplier was impacted by a flood, expected to constrain JLR production in Q2 and Q3 FY25.
TATAMOTORS / Q1-FY25 / risks
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Tata Motors · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
China Demand Weakness
JLR's China wholesale volumes declined YoY; demand is muted and requires close monitoring.
High Channel Inventory in PV
Dealer inventory for PV business is at 35-40 days, above the 30-day target, which could pressure wholesales.
EV Fleet Segment Decline
Post-FAME II expiry, EV fleet demand dropped 45-50% in Q1, impacting EV volumes and mix.