A lot going on at JLR can lift Tata Motors, too

Improving the volume trajectory of JLR may lift sum-of-the-parts (SOTP) valuations, of which the local operations contribute 60-65% on several positive triggers in last few months.

Synopsis

Chip shortages stopped JLR from selling more globally through the fall and early winter, explaining the red ink on the bottom-line at India’s biggest automotive company by revenue for the fourth three-month period through the past year.

ET Intelligence Group: Jaguar Land Rover is almost synonymous with Tata Motors these days, and the December quarter was no exception.

Chip shortages stopped JLR from selling more globally through the fall and early winter, explaining the red ink on the bottom-line at India’s biggest automotive company by revenue for the fourth three-month period through the past year.

The windshield isn’t as foggy as it appears at first glance. Despite fewer

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