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Tata Motors Secures EV Supply Chain Amid Challenges

09 Aug, 2025

Tata Motors is proactively securing its electric vehicle supply chain amid global concerns over rare earth magnet shortages, crucial for EV motors. CFO P.B. Balaji highlighted that the company is exploring alternatives and redesigning components to mitigate risks associated with China's dominance in rare earth supplies. Although production is currently stable, Tata Motors is taking lessons from past semiconductor crises to ensure resilience. Additionally, Jaguar Land Rover faces challenges in China due to tax changes and higher import tariffs in the US, impacting profitability. Despite a dip in net profit for Q1 FY26, Tata Motors remains focused on strategic adaptations.

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