<ul data-eligibleForWebStory="true"><li>Despite Tata Motors' negative outlook for JLR in FY26, brokerages predict medium-term revival driven by cost savings and trade agreements.</li><li>Tata Motors expects JLR revenue to fall from £29 billion in FY25 to £28 billion in FY26, with EBIT margin decreasing from 8.5% to 5-7%.</li><li>Brokerages like Morgan Stanley and CLSA maintain positive ratings on Tata Motors, foreseeing resilience and value unlocking post-demerging.</li><li>Emkay notes JLR's strengthened business profile, robust balance sheet, and targets a 10% upside for Tata Motors.</li><li>Jefferies remains cautious with an 'underperform' rating due to concerns about headwinds across Tata Motors businesses.</li><li>Key aspects for investors include the upcoming demerger of trucks and cars business, relaunch of Jaguar as electric brand, and growth revival in domestic car market.</li></ul>

Tata Motors Has CLSA, Morgan Stanley, Other Brokerages Positive Despite Weak JLR Guidance — Here's Why

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