Retail Investors, pay attention! There is going to be a big change in Tata Motors. Record date is 14 October 2025 — If you have a share of Tata Motors on this day, you will get shares of new Commercial Vehicles (CV) in 1:1 ratio. From October 15, Tata Motors will now ex-trade the CV business. After the demerger, the existing listed company will become Tata Motors Passenger Vehicles Ltd., which will have JLR and EV segments. The new demerged company will be Tata Motors Ltd., which will focus only on commercial vehicles. Now the real question is CV Business provides 25% of Tata Motors’ profits, but only 17% of Revenue! That means High Margin and Stable Growth. On the other hand, PV and EV segments have tremendous growth potential but also require huge investment. Demerger will provide strategic clarity, different capital access and clean valuation to investors.

Jaguar land rover us expenses: Jaguar Land Rover (JLR) has resumed the car shipment stopped for one month due to 25 per cent tariff imposed by US President Donald Trump. The company has sent a new consignment to the US on 1 May 2025. According to the London Times newspaper report, JLR’s first batch recently left for the US from Britain. Due to this tariff, in April 2025, JLR had to be temporarily stopped to send his cars to America.

US America is important market for JLR

A company spokesperson said that America is a very important market for their luxury car brands. He said, “We are working closely with our partners to understand and reconcile the new business rules of America. We are currently implementing our short term strategies, while work on mid and long term plans is going on.”

What is the effect of tariff and the strategy of the government?

JLR is not the only company that faced America’s tariff. Other British luxury car companies like Aston Martin were also affected by this. The Trump government had implemented 25% tariff on all imported cars and light trucks from 3 April 2025. After this, he said that he will issue executive orders to provide relief on import parts and materials.

Why is America so important?

Let us know that 2 lakh people work directly in the British auto industry. According to industry organization SMMT, the US is the second largest importer of Britain -made cars after the European Union, which accounts for about 20%. It is clear from this that the stopping export in the US not only causes damage to the company, but also has a big impact on the British auto sector.

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Jaguar Land Rover (JLR) has stopped the plan to create electric vehicle (EV) in India. According to the report, the company could not get the right price-facility balance from local components, due to which the decision was taken. This step has come at a time when companies like Tesla are preparing for entry in the Indian EV market and competition from Chinese brands is intensifying. JLR’s EVs were to be built on the electrified modular architecture (EMA) platform, which was also to be used for Tata’s upcoming avinya EVs. Now that JLR has stopped production on this platform, Tata Motors will also have to reconsider their premium EVS plan.

JLR announced last year that it would produce EVS at Tata Motors’ plant in Tamil Nadu. Under this decision, there were plans to create 70,000 EVS every year, including India with export markets. However, now of Reuters Report It is said that JLR has stopped work on this project for the last two months. The company will now continue production in Britain, Europe and China instead of assembling EVs in India or creating a local.

JLR’s decision can also affect the upcoming Avinya EVs of Tata Motors. These electric vehicles were to be built on the same electrified Modular Architecture (EMA) platform, which JLR was to use for its EVs. Now that JLR has stopped work on this platform, TATA may also have to re -work on its premium EVS strategy. Tata was planning to produce 25,000 Avinya EVS from September this year at the Tamil Nadu plant, but now there is a possibility of possible delay.

The report further states that JLR held a meeting with local suppliers in Mumbai in November, in which there was a discussion about the sourcing of EV parts in India. However, these deals were later put on hold. There are many reasons behind this, in which the cost of local components and lack of quality, increasing demand for hybrid cars and relaxation in the government’s EV targets and increasing competition from Chinese EV brands.

JLR currently assembles some models at Tata Motors plant in Pune, but India will have to wait for a full manufacturing. At the same time, Tata Motors can now design their EV plan afresh.