Tata Motors: The Music Stopped. What’s next?

Описание: Once the darling of Indian markets, Tata Motors rode a historic rally from 2022 to 2024 driven by EV excitement, a clean balance sheet, and Jaguar Land Rover’s luxury boom.

Then… the music stopped.

In this video, we break down exactly what went wrong:

✅ FAME-II subsidy shutdown
✅ EV demand collapse
✅ JLR’s electric gamble
✅ Weak demand from China
✅ U.S. tariffs shock
✅ The cyberattack nobody expected
✅ Earnings slowdown & falling margins
✅ Demerger confusion

From ₹1179 at the peak to nearly ₹350, this is the real story of how India’s auto giant lost momentum.

This video is neither bullish nor bearish.
It’s the autopsy of a stock that went from euphoria to uncertainty.

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⏱️ CHAPTERS

00:00 - Demerger Explanation
00:38 - The rise (2022–2024)
01:06 - 1. FAME-II gets pulled
01:31 - 2. EV demand falls off a cliff
01:40 - 3. Jaguar: from ICE to EV chaos
02:34 - 4. China becomes a problem
03:14 - 5. U.S. tariffs change everything
03:39 - 6. Earnings reality check
03:48 - 7. Cyberattack hits JLR
04:02- Where Tata Motors stands today
04:18 - My personal positioning framework
04:37 - Final thoughts

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📚 SOURCES USED IN THIS VIDEO

Government Notification (FAME-II):
https://www.pib.gov.in/PressReleasePa...

Tata Motors requests extension of EV support:
https://economictimes.indiatimes.com/...

EV Sales Decline:
https://economictimes.indiatimes.com/...

Jaguar ends combustion engines:
https://auto.hindustantimes.com/auto/...

Jaguar EV delays:
https://robbreport.com/motors/cars/ja...

China slowdown impact:
https://www.autocarpro.in/news/china-...
https://www.bloomberg.com/news/articl...

Tariff impact on JLR:
https://economictimes.indiatimes.com/...

FY26 margin forecast cut (Reuters):
https://www.reuters.com/world/india/i...

Earnings hit acknowledged (Reuters):
https://www.reuters.com/business/auto...

Cyberattack:
https://timesofindia.indiatimes.com/t...

Cyberattack Loss:
https://www.theguardian.com/business/...

Reported Loss (~₹6,300 cr):
https://www.financialexpress.com/busi...

Demerger effect (Reuters):
https://www.reuters.com/world/india/i...

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⚠️ DISCLAIMER

This video is for educational and informational purposes only.
It does not constitute investment advice.
Markets are risky, consult a registered financial advisor before taking any decision.

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