Tata Motors: There's a lot of uncertainty about TaMo recover

Tata Motors: There's a lot of uncertainty about TaMo recovery timeline: Ashwin Patil


Is this Tata Motors result a significant miss compared to what you were expecting, specifically on Jaguar Land Rover front? They have said that they have significant retail orders but the real problem is the supply side problem. What do you think of the outlook going forward?
A few quarters back, the company was facing a demand side problem and now it is the supply side which is marked out as the villain. The numbers are 15% odd below our expectation. The biggest miss has come from the JLR side. We had a concall with the company last month where they had specifically mentioned that there is supply side constraint coming from semiconductors and that is a big issue that the company is facing right now and that is well reflected in the Q1 numbers.

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