India mein Tata Motors ka passenger vehicle business ekdum zabardast chala hai. Q4 FY26 mein Ebitda margins 8.7% tak pahunch gaye. Sirf India ki revenues toh 50% year-on-year badh kar ₹19,200 crore ho gayi, aur gross profit toh lagbhag 3 guna ho gaya. Poore FY26 ke liye India revenue 22% badhkar ₹59,700 crore tak pahuncha. Ye numbers analyst expectations se bhi behtar hain.
Aur sabse badi khabar JLR se hai! Jaguar Land Rover (JLR) bhi Q4 mein profit mein wapas aa gaya hai. Iska Ebit margin 9.2% pe pahunch gaya, jo pichhle quarter ke losses se ekdum alag hai. Ye sab higher volumes, depreciation kam hone aur favorable forex ki wajah se hua. Haalanki, poore saal mein JLR ki volumes 14.4% kam hui hain, par operational performance improve ho rahi hai. Company aane wale saalon mein cost saving aur capex par focus karegi.
Par bhai, ye sab acha hone ke bawajood, kuch concerns bhi hain. Input costs (matlab raw material ka kharcha) lagatar badh raha hai aur market mein bhi thodi uncertainty hai. Toh stock bhale hi abhi uchhal gaya ho, par investors ko in challenges par bhi nazar rakhni hogi.