Tata Motors Stock Crash 40%: $4B EV Gamble, JLR Turmoil & Analyst Verdicts
Tata Motors completed its demerger on Oct 1, 2025, splitting into separate passenger/EV/JLR and commercial vehicle entities. The stock dropped about 40% to ₹400 on Oct 14 due to the split, then rebounded to ₹415. Q1 FY2026 net profit fell 62% year-on-year to ₹4,003 crore on weaker JLR and domestic sales. Market cap stood near ₹2.43 lakh crore in mid-October.