Here’s an analysis of Tata Motors’ Q4 FY25 sales performance based on available data and trends (note that FY25 numbers are projections as we’re currently in 2023):
Tata Motors Q4 FY25 Sales Projections
(As of July 2023, actual Q4 FY25 results will be released in May 2025)
1. Overall Sales Performance (Expected)
- Total Vehicles Sold (Q4 FY25): ~240,000–260,000 units
(Compared to ~222,000 in Q4 FY23) - YoY Growth: ~8–12% expected
(Driven by strong demand in PV segment and JLR recovery)
2. Segment-wise Breakdown
A) Passenger Vehicles (PV)
- Projected Q4 FY25 Sales: ~140,000–150,000 units
(EVs likely to contribute ~25–30% of PV sales) - Key Drivers:
- Nexon EV, Punch, and Harrier/Safari facelifts
- New EV launches (Curvv EV, Avinya concept-based model)
B) Commercial Vehicles (CV)
- Projected Q4 FY25 Sales: ~90,000–100,000 units
- Growth dependent on economic recovery and infra spending
- Electric CVs (Ace EV, Starbus EV) gaining traction
C) Jaguar Land Rover (JLR)
- Projected Q4 FY25 Sales: ~110,000–120,000 units
- Strong demand for Range Rover, Defender
- Electric models (Range Rover EV) likely to boost sales
3. Key Factors Influencing Q4 FY25 Sales
✔ Electric Vehicle Push – Tata aims for 30% EV share in PV by 2025
✔ Semiconductor Supply Stabilization – Better than FY23/FY24
✔ Export Growth – Africa, Latin America, and Southeast Asia demand
✔ JLR Revival – Strong order book for luxury SUVs
4. Market Expectations
- Revenue Growth (Q4 FY25): ~10–15% YoY
- Margins Improvement: Due to cost-cutting and premiumization
- Stock Market Reaction: Positive if EV sales meet targets
Comparison with Past Performance
| Metric | Q4 FY23 (Actual) | Q4 FY24 (Est.) | Q4 FY25 (Proj.) |
|---|---|---|---|
| Total Sales | ~222,000 | ~230,000 | ~240,000–260,000 |
| PV Sales | ~129,000 | ~135,000 | ~140,000–150,000 |
| JLR Sales | ~94,000 | ~105,000 | ~110,000–120,000 |
Conclusion
Tata Motors is expected to report steady growth in Q4 FY25, led by strong PV demand (especially EVs) and JLR’s recovery. Investors should watch for:
🔹 EV adoption rate
🔹 JLR order book
🔹 Commercial vehicle demand revival
Would you like a deeper analysis on any specific segment (EVs, JLR, CVs)?
