Tata Motors Stock Soars: Share Price high 115% within a Year

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Tata Motors has been commanding attention in the stock market, experiencing a staggering 37% surge since November. This surge reached new heights as the stock briefly claimed the title of India’s most valuable automobile company, surpassing Maruti Suzuki in market capitalization. However, as Tata Motors shares trimmed gains, Maruti Suzuki swiftly reclaimed its position.

Stock Performance and Market Capitalization Battle

Tata Motors share price witnessed an over 5% surge, hitting a fresh 52-week high of ₹886.30. This propelled the stock briefly above Maruti Suzuki in market capitalization. Despite Maruti Suzuki closing with a loss of 0.30% at ₹9,963.30, it maintained its lead in market capitalization at nearly ₹3.1 lakh crore.

Tata Motors’ Striking Monthly Performance

Tata Motors’ stock has been on a consistent upward trajectory since November. Monthly gains of over 12% in November, almost 11% in December, and a further 10% in January underscore the sustained positive momentum. Cumulatively, Tata Motors’ stock has surged nearly 37% since November, showcasing robust market favor.

Read More : Tata Investment Corporation’s Phenomenal Growth: Share price rises 20%.

Q3FY24 Earnings Expectations

Investor focus now turns to Tata Motors’ upcoming December quarter earnings announcement on February 2. Kotak Institutional Equities anticipates an 11% YoY increase in standalone business revenues for Q3FY24. Factors contributing to this growth include a 1% YoY improvement in volumes, driven by strong demand in MHCV trucks and the passenger segment, and a 10% YoY increase in ASPs due to a richer product mix and price hikes over the past year.

JLR’s Role in the Growth Story

Kotak also expects positive performance from Jaguar Land Rover (JLR), with volumes (excluding China JV) increasing by 5% QoQ and revenues (excluding China JV) potentially rising by 7% QoQ in Q3FY24. The reported EBITDA margin is projected to increase by 80 bps QoQ to 15.7%, driven by a richer product mix and operating leverage benefits.

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Analyst Perspectives: Long-Term Bet vs. Short-Term Caution

While analysts view Tata Motors as a decent long-term investment, opinions differ on short-term prospects. Jigar S. Patel of Anand Rathi Share and Stock Brokers notes caution due to the stock appearing overbought on a monthly scale. Patel emphasizes potential resistance near the ₹900–950 zone. In contrast, Shiju Koothupalakkal of Prabhudas Lilladher sees the stock indicating fresh bullish patterns, suggesting a potential upward move with a target range of ₹930 – 965.

Conclusion: The Earnings Trigger

As Tata Motors’ stock continues to make headlines, the upcoming Q3FY24 earnings announcement emerges as a pivotal moment. Analysts agree that while the stock presents long-term promise, the earnings report will likely influence its short-term trajectory. Investors are advised to approach cautiously, considering both the impressive monthly gains and the potential challenges that lie ahead.

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