Jaguar Land Rover ne apni past around 5 years ki most biggest annual net loss karne ke baad recovery ke liye 3 front strategy ka paln bataya hai. But analysts abhi bhi thode doubtful hai ki yeh plan Tata Group ki British automaker company par increase ho rahe geopolitical issues or demand pressure ko poori tarah balance kar payega ya nahi.
Chief Executive PB Balaji ne kaha ki company ka turnaround plan procurement or warranty costs ko reduce karne par focus karega, saath hi digital systems ko or strong banaya jayega, especially un systems ko jo last financial year cyberattack ki wajah se expose ho gaye the or jisse production bhi impact hua tha.
"Humein internally change hona padega so that hum new world order ke according fit ho sakein," Balaji ne company ki fourth quarter earnings call ke during investors se kaha.
Range Rover or Defender SUVs banane wali company ab apni growth ko wapas boost karne ke liye new launches par trust kar rahi hai, jismein Range Rover Electric or Jaguar Type 01 jaise models include hai.
Company ko FY26 mein 244 million ka net loss hua, whereas FY25 mein company ne 1.8 billion ka profit earn kara. Wholesale volumes bhi year-on-year 23.2% down hokar 307,900 units tak aa gaye. Revenue mein bhi 21% ka decline aaya hai or wo 22.9 billion par aa gaya. Saath hi, EBITA margin pehle ke 14.3% se decline hokar 6.7% reh gaya. Free cash flow bhi last year positive 1.5 billion se direct 2.2 billion ke deficit mein chala gaya. JLR, Tata Motors ke Passenger Vehicles business ki total revenue ka around 80% part contribute karta hai.
Brokerages abhi bhi cautious mood mein hai because China mein demand weak chal rahi hai, incentives kaafi high hai or geopolitical uncertainty bhi bani hui hai. Motilal Oswal ne apne note mein kaha ki, "JLR ne cost reduce karne ke liye ek bada initiative start kiya hai, but lagta hai ki yeh current challenges ko sirf partially hi offset kar paayega." Saath hi unhone apni 'sell' rating or Rs. 303 ka target price bhi maintain rakha hai.
Tata Motors Passenger Vehicles ke shares Friday ko BSE par Rs.356.55 par close hue, jo last day ke comare mein 5.2% upper rahe. Yeh jump company ke March quarter ke expected se better earnings report karne ke baad dekhne ko mila.
HDFC Securities ka kehna hai ki JLR ko abhi bhi China or Middle East mein demand ko lekar uncertainty ko face karna pad raha hai, or UK or Europe mein bhi demand thodi slow hoti dikh rahi hai. Unhone kaha ki sales ko support karne ke liye VME (Variable Marketing Expense) abhi bhi kaafi high chal rahe hai. Aur haan, cyberattack incident ke baad Q4 mein company ne achhi recovery highlight ki, but FY27 ke liye demand or supply both side ko lekar abhi bhi concern bana hua hai.
Balaji ki strategy procurement, warranty or digital productivity par focus karti hai. Cyberattack ne JLR ke IT systems ki weakness bhi saamne la di, jiske baad company ne board level par ek Chief Information or Digital Officer appoint karne ka decision liya.