Tata Motors shares settle 1.5% higher on September 30; what you need to know today

On Monday, global ratings agency Moody's downgraded Tata Motors' outlook to negative from positive following a cyberattack on its British arm, Jaguar Land Rover, which has led to a complete production halt.

The rating agency affirmed the Mumbai-based auto major's Ba1 corporate family rating (CFR).

"The outlook change to negative from positive reflects our view that a full recovery in credit metrics will likely take several months," said Sweta Patodia, a Moody's Ratings Assistant Vice President and Analyst.

The cyber incident at JLR highlights the customer relations risk captured under social risk considerations within the ESG framework and is the key driver of the rating action, she added.

Following the cyber incident, JLR's operations have been disrupted for the last four weeks, causing a full production halt that will last at least until October 1. Even after production resumes, it may take several months for operations to return to normal, it stated.

"We estimate that JLR's production halt will reduce TML's consolidated EBITDA to around USD 850 million for the fiscal year ending March 31, 2026 (FY25-26), down from our previous forecasts of around USD 3 billion. Additionally, higher working capital requirements will result in negative cash flow from operations this fiscal year," Moody's stated.

On Sunday, the UK government announced it would support “iconic British brand” Jaguar Land Rover (JLR) with a loan guarantee of up to 1.5 billion pounds to give certainty to the carmaker’s supply chain following a devastating cyberattack. The loan will come from a commercial bank, backed by the Department for Business and Trade’s (DBT) Export Development Guarantee (EDG), provided by export credit agency UK Export Finance, to be paid back over five years.

“This cyberattack was not only an assault on an iconic British brand but on our world-leading automotive sector and the men and women whose livelihoods depend on it,” news agency PTI reported, quoting Business and Trade Secretary Peter Kyle as saying.

“Following our decisive action, this loan guarantee will help support the supply chain and protect skilled jobs in the West Midlands, Merseyside and throughout the UK,” Kyle said.

Last week, Tata Motors-owned Jaguar Land Rover (JLR) said it had begun a phased restart of its IT operations following a cyberattack that had brought the British luxury carmaker's production to a complete halt earlier this month.

In an update issued on Thursday, JLR said it was working to clear the "backlog of payments" to its suppliers by increasing its processing capacity for invoicing.

Meanwhile, production at its factories in Merseyside, northwest England, and Solihull in the West Midlands, as well as facilities around the world, including in India, Slovakia and China, remains at a standstill until the "foundational work" of the recovery programme is completed.

September 2025 sales numbers

Shares of the company are expected to trade actively, as the company will release its September 2025 sales numbers tomorrow, i.e., October 1, 2025. This time, auto sales numbers will be crucial and interesting to watch as GST rate rationalisation came into effect on September 22, 2025.

Tata Motors share price trend

Shares of the company have remained muted in the past 12 months. Data show that the stock has slipped 30% in one year, over 9% so far in 2025, and has gained just a per cent in the past six months.