China demand deterioration
JLR's China business faces extreme retailer stress and market decline, which could impact H2 sales and profitability.
TATAMOTORS / Q2-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
JLR warranty cost inflation
Warranty expenses are rising despite improving quality, driven by higher labor rates and repair costs, pressuring margins.
PV industry discounting and inventory
High industry channel inventories and price discounting could persist, impacting Tata Motors' PV margins and market share.
CV financing stress in SCV segment
Rising NPAs in small commercial vehicle financing may constrain demand and require continued support schemes.