“Tata Motors’ Bold Move: Splitting into Two Listed Giants! Analysts Cheer, but Caution Flags on Target Price “

“TML Ke Shareholders, Dono Naye Listed Companies Mein Same Shareholding Banaye Rakhe Jayenge! Lekin, Boss, Approvals Ka Process Thoda Time Lega – Lagbhag 12-15 Mahine Mein Sab Ho Jayega. Stay Tuned for the Ride! 🚀📆 #TataMotors #GameChanger”

“The shareholders of Tata Motors Limited (TML) will maintain an identical shareholding in both newly listed entities. However, getting the necessary approvals from shareholders, creditors, and regulatory bodies is expected to take approximately 12-15 months. Stay tuned for the journey! 🚀📆 #TataMotors #GameChanger”

Tata Motors

“4th March, 2024 ko, Tata Motors apne operations ko do alag-alag listed entities mein demerge karega – ek dedicated Commercial Vehicles (CV) ke liye aur dusra Passenger Vehicles (PV) ke liye, jisme Electric Vehicles (EV) aur Jaguar Land Rover (JLR) ka business bhi shamil hai. Analysts isko ek strategic decision ke roop mein dekh rahe hain lekin rating aur price target mein thoda cautious hain.

Ye demerger 2022 mein hui PV aur EV businesses ki earlier subsidiarization ke peechhe aata hai, jo Tata Motors ki commitment ko dikhata hai ki har segment ko apne individual growth strategies pursue karne mein empower karna hai. Is kadam ka aim hai agility ko badhana aur accountability ko reinforce karna, jisse har entity independently operate kar sake. Stay tuned for more updates! 🚗💼 #TataMotors #DemergerDhamaka”

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Tata Motors

“On March 4, 2024, is set to demerge its operations into two distinct listed entities – one exclusively focusing on Commercial Vehicles (CV) and the other on Passenger Vehicles (PV), encompassing Electric Vehicles (EV) and the Jaguar Land Rover (JLR) businesses. Analysts unanimously acknowledge this move as a strategic decision but approach the rating and price target cautiously.

The demerger follows the earlier subsidiarization of PV and EV businesses in 2022, underscoring Tata Motors’ commitment to empower each segment to pursue individual growth strategies. The objective of this move is to enhance agility and reinforce accountability, enabling each entity to operate independently. Stay tuned for more updates! 🚗💼 #TataMotors #DemergerDhamaka”

“Bhaiyon aur behno, big news aayi hai! Tata Motors ne announce kiya hai ki unka demerger process hoga through National Company Law Tribunal (NCLT) scheme of arrangement. Is plan ke mutabiq, TML ke shareholders dono naye listed companies mein same shareholding maintain karenge. Lekin, approval lene mein thoda time lag sakta hai – approximately 12-15 mahine.

“TML ke Board of Directors ne officially approve kiya hai ki Tata Motors Ltd ko do alag alag listed companies mein divide kiya jayega. Ek company mein aayega Commercial Vehicles business aur uske related investments, aur doosre mein aayega Passenger Vehicles businesses including PV, EV, JLR aur uske related investments,” aisa company ne kaha.

Tata Motors

Tata Motors

ke mutabiq, Commercial Vehicles aur Passenger Vehicles businesses ke beech mein toh kuch zyada synergies nahi hain, lekin PV, EV, aur JLR ke beech mein bohot badi synergies hain, especially electric vehicles (EVs), autonomous vehicles, aur vehicle software ke field mein. Is demerger ko dekhte huye, yeh ek strategic move hai toh in synergies ko behtar taur par leverage aur secure karne ke liye. Stay tuned for more updates, yaar! 🚗💥 #TataMotors #DemergerDhamaka”

“Exciting news, folks! Tata Motors has just announced a game-changing move – the demerger process will be facilitated through the National Company Law Tribunal (NCLT) scheme of arrangement. According to the plan, shareholders of TML will maintain identical shareholding in both emerging listed entities. However, brace yourselves as the necessary approvals from shareholders, creditors, and regulatory bodies are expected to roll in over a period of approximately 12-15 months.

In an official statement, the Board of Directors of TML has greenlit the proposal to demerge Tata Motors Ltd into two separate listed companies.

Tata Motors emphasized that while there are limited synergies between Commercial Vehicles and Passenger Vehicles businesses, substantial synergies exist across PV, EV, and JLR. This is particularly true in the realms of electric vehicles (EVs), autonomous vehicles, and vehicle software. The demerger is seen as a strategic move to better leverage and secure these synergies.

🚗💥 #TataMotors #DemergerBuzz”

“Bhaiyo aur behno, chalo dekhte hain kya keh rahi hai Motilal Oswal Tata Motors ke baare mein!

Motilal Oswal ne Tata Motors ki haalat par roshni daali hai aur stock ko Buy se Neutral par downgrade kiya hai, lekin target price ko Rs 1,000 per share mein sthir rakha gaya hai. Pichle 36 mahino mein stock ne ek dam dhansu 204% return diya hai, aur key indices ko bhi peeche chhoda hai. Lekin brokerage ka kehna hai ki ab stock mein thoda sa kam potential hai, especially after the nedha bhaari bhagdaud.

Unki analysis ke mutabiq, Tata Motors ka business demerger ek positive kadam hai, lekin zyadatar expected positive triggers already estimates mein shaamil hain. Motilal Oswal ke mutabiq, SoTP (Sum of the Parts) valuation basis par, target price ko abhi badalne ki zarurat nahi hai.

Motilal Oswal ne FY25E/FY26E mein 8.5% volume growth ka estimate diya hai, jabki FY24E mein 4.5% growth hui thi. Yeh company ke management aur industry ke low single-digit growth guidance ke saath match karta hai. Unki analysis mein FY24-26E mein 100 basis points (bp) margin expansion bhi shaamil hai, jo 7.8% tak pahunchega.

Forecast mein FY25E/FY26E mein 6% volume growth bhi shamil hai, FY24E mein 1% volume decline ke baad, jo management ki near-term weakness guidance ke saath mel khata hai. FY24-26E mein 11.5% tak margin expansion bhi factor hai.

Toh bhaiyon aur behnon, yeh raha Motilal Oswal ka take on Tata Motors! Kya aap bhi excited hain dekhne ke liye kya hota hai? Stay tuned for more updates! 📊💹 #TataMotors #StockMarketGyaan”

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