U.S. tariff impact on JLR margins
U.S. tariffs increased 300% on UK exports (2.5% to 10%) and 1,000% on EU exports (2.5% to 25%), threatening JLR's EBIT.
TATAMOTORS / Q4-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 market weakness
JLR's China wholesales fell from 13,000 to 9,000 in Q4 due to demand slowdown and dealer destocking.
India PV margin recovery may be delayed
Despite cost reduction plans, commodity headwinds (steel duty) and AC regulation costs could offset margin gains.
Emissions cost increase
JLR expects emissions costs to rise as BEV launches are delayed, with regulatory uncertainty in the U.S.