Global demand slowdown and discounting by competitors
Adrian Mardell acknowledged a slowdown in some markets and increased discounting by other OEMs, which could pressure JLR's pricing power.
TATAMOTORS / Q2-FY24 / 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
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EV adoption pace and regulatory uncertainty
Shailesh Chandra noted that Telangana's road tax waiver uncertainty impacted EV volumes; broader EV adoption faces infrastructure and used-car market challenges.
Commodity cost headwinds in H2
Girish Wagh flagged potential steel price increases in Q3, partially offset by a price hike taken in October.
JLR deferred tax asset recognition volatility
Richard Molyneux highlighted that unrecognized deferred tax assets of ~GBP 1 billion add volatility to the effective tax rate, which could range 25-29%.