A

SIP PROJECT REPORT

ON
FINANCIAL ANALYSIS USING POWERBI
AT
TATA MOTORS

SUBMITTED TO
SAVITRIBAI PHULE PUNE UNIVERSITY

IN THE PARTIAL FULFILLMENT OF TWO YEARS FULL TIME MASTERS

DEGREE IN BUSINESS ADMINISTRATION (MBA)

SUBMITTED BY
BHAVIKA RAJENDRA RAUL
(BATCH- 2022-2024)

UNDER GUIDANCE OF
PROF. APURVA KESKAR

THROUGH

G. S. MOZE COLLEGE OF ENGINEERING, BALEWADI, PUNE-41104

 G. S. MOZE COLLEGE OF ENGINEERING, BALEWADI, PUNE-41104

PROGRESS REPORT (2023-2024)

Name of student – Bhavika Rajendra Raul

Course – MBA
Specialization – Business Analytics
Email ID – bhavika.raul21@gmail.com
Contact Number – 9373057694
Duration of the Project – 2 months
Name of the Company - Tata Motors
Project Commencement Date – 01 August 2023
Project Completion Date - 01 October 2023
 G. S. MOZE COLLEGE OF ENGINEERING, BALEWADI, PUNE-41104
DEPARTMENT OF MBA
Project outline report for Summer Internship Project

Name of student – Bhavika Rajendra Raul

Course – MBA
Specialization – Business Analytics
Title of the Project – Financial Analysis using PowerBI
Name of the Company - Tata Motors
Project Commencement Date – 01 August 2023
Project Completion Date - 01 October 2023
 STUDENT DECLARATION

I hereby declare that this project entitled “FINANCIAL ANALYSIS USING POWERBI” was prepared by
me during the year 2022-2023 and was submitted in partial fulfillment of the requirements for Master
Degree in Business Management of Pune University.

I also declare that this project report is original and genuine and has not been submitted to any other
university of the award of any degree, diploma or other similar titles or purposes.

DATE:

SNEHLATA
 GUIDE DECLARATION

This is to certify that the project report entitled “FINANCIAL ANALYSIS USING POWERBI” in “TATA
MOTORS Pvt. Ltd” submitted by BHAVIKA RAUL
To Pune University for the partial fulfillment of Master Degree in Business Management is an outcome of
genuine research work carried under my guidance and it has not been submitted for the award of any other
degree, diploma or prize.

DATE:
PUNE
 ACKNOWLEDGEMENT

This study will not be completed without acknowledging my sincere gratitude to all person who have helped
me carrying out the study and in the preparation of the report.

I take this opportunity to express my sincere thanks to Principal/Directors and HOD, Genba Sopanrao
Moze College of Engineering, Balewadi, Pune for providing me with all the facilities required and their
support and approval for this project work.

I wish to place Heartfelt thanks to Mr. Rajiv Singh, divisional sales manager, Patna for giving me this
opportunity to undertake my project in their esteemed concern.

I also wish to express my love and gratitude to my parents, friends, faculty members and non-teaching staff
of GSMCOE and all others who have helped me in innumerable ways in completing this project
successfully.

Above all I thank “GOD ALMIGHTY” forever abiding kind blessings.

BHAVIKA RAUL
 INDEX

Chapter Name Title Page Number

Executive Summary

1. Introduction

2. Company Profile

3. Theoretical Background

4. Literature Review

5. Research Methodology

6. Data Analysis and Interpretation

7.  Findings
 Suggestions
 Observations
8. Learning through the Project

9. Conclusion

10. Bibliography
 EXECUTIVE SUMMARY

The title of my project is “Financial Analysis Using Powerbi”.

As per Requirement of it, it is mandatory for MBA student to undertake a project so as to gain the practical
which has been completed in time span of two months.
The focus of this project is to leverage Power BI for financial analysis. This entails integrating, transforming,
and modeling financial data from diverse sources to generate meaningful insights. The project emphasizes the
creation of interactive dashboards and reports to analyze key financial metrics and performance indicators.
Additionally, it explores time-based analysis, comparative analysis, and scenario simulations to support
strategic decision-making. By utilizing Power BI's capabilities for data visualization, forecasting, and
predictive analytics, the project aims to enhance the depth and accuracy of MBA reports, enabling stakeholders
to make informed decisions based on actionable insights.
The use of Power BI for financial analysis in MBA reports offers a robust platform to integrate, transform, and
model financial data from various sources. Through interactive dashboards and reports, users can analyze key
performance indicators (KPIs), conduct time-based analysis, perform comparative analysis, and simulate
scenarios for decision-making. Power BI facilitates data visualization, forecasting, and predictive analytics,
enabling users to share insights collaboratively. This comprehensive approach to financial analysis in Power
BI enhances the depth and accuracy of MBA reports, empowering stakeholders with actionable insights for
strategic decision-making.
This project centers on harnessing the capabilities of Power BI for comprehensive financial analysis within
MBA reports. It involves collecting and integrating financial data from multiple sources, transforming it into
a structured format, and creating a robust data model. The project focuses on designing interactive dashboards
and reports that highlight key financial metrics, performance trends, and comparative analyses. Moreover, it
explores advanced features of Power BI such as time-based analysis, scenario simulations, and predictive
analytics to provide deeper insights into financial performance and facilitate strategic decision-making. By
emphasizing data visualization, collaboration, and sharing capabilities of Power BI, the project aims to deliver
actionable insights that empower MBA stakeholders to drive informed business decisions and enhance
organizational performance.
 CHAPTER 1

INTRODUCTION

In this summer internship programme I have chosen cross domain internship program as per guidelines from
university. In Tata Motors Pvt. Ltd. I got opportunity to learn and work on Financial Analysis Using
Powerbi field in which I have chosen, “Tata Motors” as my main project.

Power BI offers a customized, intuitive dashboard that fits a business's specific needs. This tool allows you to
create custom reports with ease thanks to its drag-and-drop option. For example, specific dashboards can be
developed for HR, financial analysis, or marketing, each focused on the success of different projects.The
Power BI platform stands out for its ease of use. Its user-friendly design simplifies the process of creating
dashboards, to the point of not requiring writing code. In addition, its built- in intelligence suggests the best
components for reporting, based on user preferences. In terms of cost, Power BI presents itself as a cost-
effective option for creating attractive and functional dashboards for any business need. Even its free desktop
edition allows for complex dashboards and reports. Although for additional features, such as sharing the
boards, an affordable subscription is required.
Automotive industry, all those companies and activities involved in the manufacture of motor vehicles,
including most components, such as engines and bodies, but excluding tires, batteries, and fuel. India became
the fourth largest auto market in 2019 displacing Germany with about 3.99 million units sold in the passenger
and commercial vehicles categories. India is expected to displace Japan as the third largest auto market by
2021. In the current competitive business environment, businesses must be able to reduce their manufacturing
costs by eliminating all non-value adding processes, ensuring compliance to industry standards, ensuring
proper storage of data, and fostering innovations in the industry. Many manufacturers now adhere to the global
environmental norms regarding emission/technological standards and quality certifications. The industry grew
by around 20% annually in the 1990s, and the average annual growth of exports was around 15% during that
period. Over the years, it has been able to modernize its technology and improve quality and has developed
capabilities to manufacture components for new-generation vehicles. Indian companies maintained their
traditional strengths in casting, forging and precision machining, and fabricating (welding, grinding, and
polishing) at technology levels matching the required scale of operations. They achieved significant success
in garnering engineering capabilities and adapted to local requirements through local design. High growth has
taken place in engine, drive transmission, and steering parts. Engine parts, being high value-added in its nature,
have been contributing most to total production. Endowed with the potential of low-cost quality products,
India edges over many other developing countries in component manufacturing.
INTRODUCTION TO AUTOMOBILE INDUSTRY :
The automobile industry is a major contributor to the global economy. The automobile industry is mainly
comprised of the world's largest passenger car and light truck suppliers. Most members of the industry sell
vehicles in the global market, including both developed and developing countries, through vast dealership
networks. Automobile manufacturers offer a wide range of makes and models, but brand integration is often
limited at the marketing, advertisement, and dealership levels. The bulk of these companies operate production
facilities in multiple geographic regions. (Ferro, 2015).

INDIAN AUTOMOBILE INDUSTRY :

India became the fourth largest auto market in 2019 surpassing Germany with approximately 3.99 million
passenger and commercial vehicles sold in 2019. By2021, India is predicted to overtake Japan and become
world's third largest auto market. The Government of India encourages foreign investment in the automobile
sector and has allowed 100% foreign direct investment (FDI) under the automatic route. (2020) The Indian
automobile industry is a major economic engine, accounting for nearly half of the country's manufacturing
GDP and 7.5 percent of its total GDP. The value chain of the sector employs roughly 32 million people. (Ind).

MAJOR COMPANIES IN THE INDUSTRY :

 Tata Motors

 Maruti Suzuki

 Mahindra & Mahindra

 Hyundai Motors

 Hero MotoCorp

 Honda Motor Company

 Kia Motors

 Bajaj Auto

 Ashok Leyland

 Eicher Motors
INTRODUCTION TO COMPANY :

Tata Motors is an Indian multinational car manufacturer that was founded in 1945. It’s headquarter is situated
in Mumbai, Maharashtra, India. Tata Motors is among the world’s leading manufacturers of automobiles,
producing buses, trucks, sports cars, and coaches. It is also a manufacturer of military vehicles. The company
makes one of India's safest vehicles, with excellent safety features and high quality. The price range is between
4.70 lakhs and 16.25 lakhs.
Tata Motors, a $35 billion organization and a subsidiary of the USD 113 billion Tata group, has operations in
the, South Korea, United Kingdom ,Thailand, ,Indonesia and South Africa through a solid worldwide network
of 113 subsidiary and associate companies, including Tata Daewoo in South Korea and Jaguar Land Rover in
the United Kingdom. (TAT) With 9 million cars on Indian streets, Tata Motors is the market leader in
commercial vehicles and one of the largest passenger vehicle manufacturers. Tata Motors strives to pioneer
new technologies that spark the interest of GenNext consumers, with design and R&D centres in India, the
United Kingdom, Italy, and Korea.
Tata Motors has been actively involved in the development of electric and hybrid vehicles, aiming to reduce
carbon emissions and promote sustainability in the automotive industry. The company has introduced electric
variants of its popular models, such as the Tata Nexon EV, catering to the growing demand for eco-friendly
transportation solutions.

In addition to its focus on innovation, Tata Motors has also prioritized social responsibility and community
development initiatives. Through its corporate social responsibility (CSR) programs, the company has
undertaken various projects aimed at education, healthcare, skill development, and environmental
conservation in communities where it operates.

Furthermore, Tata Motors has expanded its presence in emerging markets and established strategic
partnerships to enhance its global footprint. The company has collaborated with local manufacturers and
distributors to strengthen its market position in regions like Southeast Asia, Africa, and Latin America. The
industry grew by around 20% annually in the 1990s, and the average annual growth of exports was around
15% during that period. Over the years, it has been able to modernize its technology and improve quality and
has developed capabilities to manufacture components for new-generation vehicles. Indian companies
maintained their traditional strengths in casting, forging and precision machining, and fabricating (welding,
grinding, and polishing) at technology levels matching the required scale of operations. They achieved
significant success in garnering engineering capabilities and adapted to local requirements through local
design. High growth has taken place in engine, drive transmission, and steering parts. Engine parts, being high
value-added in its nature, have been contributing most to total production. Endowed with the potential of low-
cost quality products, India edges over many other developing countries in component manufacturing.

Tata Motors continues to invest in research and development to stay at the forefront of automotive technology,
with a keen emphasis on autonomous driving, connected vehicles, and alternative fuel solutions. By embracing
digitalization and incorporating advanced features in its vehicles, Tata Motors aims to deliver enhanced driving
experiences and cater to the evolving needs of customers worldwide.
Overall, Tata Motors remains committed to driving innovation, sustainability, and social impact while
maintaining its position as a leading player in the global automotive industry.

Below, we're going to point out the basic steps to create a dashboard in Power BI:
The first step is to connect to the data sources you want to use for the dashboard. Power BI lets you connect
to a wide variety of data sources, including SQL Server, Excel, and SharePoint. Depending on your needs, you
can connect to one or more data sources. To connect to a data source, go to the "Home" tab and click the "Get
Data" button. Then, you need to choose the data source you want to use. For example, choose Excel as your
dataset and find the spreadsheet to use.

The columns and rows of your data will all be displayed in a dialog box on the screen. Now, you can modify
the data according to your needs or use it directly by pressing the upload button. The next step focuses on data
transformation and modeling, fundamental components in data visualization as they allow you to rename
columns, clarify the relationship between variables, and eliminate duplicates. To modify your data using the
Power Query editor, 29a graphical interface for getting data from sources, and an editor for applying
transformations, select the "Transform Data" option on the Home tab of the Editing Panel. You can now change
a column and set a custom equation for it by choosing "Custom Columns" from the "Add Columns" menu.
To finish creating the custom column, select "OK".To save all your edits, click "Close & Apply" to save your
changes.

Choose the type of visualization you want to create, and drag and drop the fields you want to use into the
appropriate places. It is then possible to customize the visualizations by changing colors, fonts, and other
settings. After creating the visualizations, the next step is to design the dashboard itself. This involves
arranging visualizations on the canvas in a way that tells a story or provides relevant information. Up to this
point, Power BI Desktop has been used to create visualizations.

Now, to generate the dashboards, you must first pin the analysis charts in Power BI service. To do this, the
following steps should be followed:

Once this process is done, a notification appears when the display has been successfully pinned to the
dashboard. From there, you have the option to create a mobile view or modify it on the dashboard. We
recommend that you choose the key display options on the first page of the report. In addition, interactive
features such as filters, segmenters, and other elements can be added30 to make the dashboard more dynamic
and user-friendly. Filters allow you to select a subset of the data to display, while segmenters allow you to
filter multiple visualizations at once. Drill-downs allow you to create hierarchies of data that can be navigated
using interactive buttons. To add interactivity to a dashboard, go to the "Visualizations" panel and choose the
type of interactivity you want to add. Finally, you will be able to configure the update rate for the controlpanel.
This determines how often the data is updated on the dashboard.

3.2. Visualization elements:

Charts and pivot tables.In Power BI, data visualization refers to the process of creating visual representations
of data and information. This can be done using various types of charts, such as column and bar charts, line
charts, and pie charts, as well as other visuals such as maps, scatter charts, and indicators.31 The goal of data
visualization is to help users better understand and make sense of complex data by making it more accessible
and intuitive. Through the use of visuals, data visualization allows users to see patterns and relationships in
the data that might not be immediately obvious when looking at the raw numbers.
SWOT Analysis

STRENGTH –
1. Low price as compared to competitors
In the case of price, its known to everyone that tata motors has the lowest and best affordable price, in
comparison to any other automobile industry. The tata motors is giving competition to the other
companies through this best feature of it that is price.
2. An experienced team of sales and marketing executives
Tata motors selects the best executives for sales and marketing. The person possessing right
qualifications gets the right job. And the tata motors is one of the oldest company so has a lot
experiences in the field of it has the best experienced team of sales and marketing.
3. Wide coverage area of manufacturing units
Tata Motors have been demanded very frequently and so there is a wide coverage area of manufacturing
units as to meet up the supply.

WEAKNESS –
 Quality Perception: While Tata Motors has made significant strides in improving the quality of its
vehicles, there may still be lingering perceptions among some consumers regarding the overall quality
and reliability of its products, particularly in comparison to global competitors.
 Brand Image: Tata Motors' brand image may not be as strong or prestigious as some of its global
counterparts, especially in markets outside of India. This can impact consumer perception and
purchasing decisions, particularly in segments where brand prestige plays a significant role.
 Competitive Pressure: Tata Motors operates in highly competitive markets globally, facing intense
competition from both domestic and international automakers. Maintaining market share and
profitability amidst such competition requires continuous innovation and strategic planning.
 Dependence on Domestic Market: While Tata Motors has expanded its presence in international
markets, it still heavily depends on the Indian market for a significant portion of its sales and revenue.
Any adverse changes in the domestic market, such as regulatory changes, economic downturns, or
shifts in consumer preferences, could impact the company's performance.
OPPORTUNITIES:
1. Electric Vehicle Market: The growing demand for electric vehicles presents an opportunity for Tata
Motors to expand its presence in this segment with its electric vehicle offerings such as the Tata Nexon
EV.
2. Emerging Markets: Tata Motors can further expand its presence in emerging markets with rising
demand for automobiles, especially in countries like China, Southeast Asia, and Latin America.
3. Strategic Partnerships: Collaborations and partnerships with technology companies and startups can
help Tata Motors leverage new technologies and strengthen its position in the automotive industry.
4. Increasing Focus on Sustainability: Tata Motors can capitalize on the increasing focus on sustainability
and environmental concerns by promoting its eco-friendly vehicles and adopting green initiatives.
5. Digitalization and Connectivity: The growing trend towards digitalization and connected vehicles
presents an opportunity for Tata Motors to integrate advanced technologies into its vehicles and
enhance customer experience.

THREATS:
1. Economic Uncertainty: Economic downturns, currency fluctuations, and geopolitical tensions can
negatively impact Tata Motors' sales, profitability, and operations in various markets.
2. Regulatory Changes: Changes in government regulations related to emissions, safety standards, and
tariffs can affect Tata Motors' production costs, pricing, and market access.
3. Rapid Technological Changes: The automotive industry is undergoing rapid technological changes
with advancements in electric vehicles, autonomous driving, and connectivity, posing challenges for
Tata Motors to keep pace with these developments.
4. Intense Competition: Tata Motors faces intense competition from both traditional automakers and new
entrants in the automotive industry, which can pressure its market share and profitability.
5. Supply Chain Disruptions: Disruptions in the supply chain due to factors such as natural disasters,
trade disputes, and logistics challenges can disrupt Tata Motors' production and distribution operations.

Scope of Study :

The study was conducted in Tata Motors Ltd to analyze the effectiveness of the financial performance of the
company during the last five years ranging from 2015-2016 to 2019-2020 to have a clear and a proper outline
regarding the financial aspects of the organization by using various analysis tools.

Significance of study
● Assessing the operational efficiency and managerial effectiveness of thecompany
● Analyzing the financial strengths and weaknesses and creditworthinessof the company
● Providing information’s about the cash position company is holding andhow much debit the company has
in relation to equity
● Studying the reasonability of stock and debtors held by the company

Limitations of Study
In summary, limitations of financial analysis using Power BI include:

1. Complex data modeling for unconventional structures.

2. Limited forecasting capabilities compared to specialized tools.
3. Potential data refresh latency affecting real-time reporting.
4. Security and compliance considerations for sensitive financial data.
5. Lack of advanced statistical analysis features.
6. Challenges in integrating data from diverse sources.
7. Limitations in customization for specific financial reporting needs.
8. Performance scalability issues with large datasets.
9. Dependency on data quality for accurate insights.
10. Learning curve for mastering Power BI's features and functions.
 CHAPTER 2
COMPANY/ORGANISATION PROFILE

Tata Motors limited, is an Indian multinational automotive manufacturing company headquartered

in Mumbai, Maharashtra, India. It is a part of Tata group, an Indian conglomerate. Its products include
passenger cars, trucks, vans, coaches, buses, sports cars, construction equipments and military vehicles.
Formally, known as Tata Engineering and Locomotive Company (TELCO), Tata Motors is a part of the Tata
Group. Tata Motors has auto manufacturing and assembly plants in Jamshedpur, Pantnagar, Lucknow, Sanand,
Dharwad, and Pune in India, as well as in Argentina, South Africa, Great Britian, and Thailand. It has research
and development centers in Pune, Jamshedpur, Lucknow, and Dharwad, India and South Korea, Great Britian
and span. Tata Motors’ principle subsidiaries purchased the English premium car maker Jaguar Land Rover
(the maker of Jaguar and Land Rover cars) and the South Korean commercial vehicle manufacturer Tata
Daewoo. Tata Motors has a bus- manufacturing joint venture with Fiat Chrysler which manufactures
automotive components and Fiat Chrysler and Tata branded vehicles. Furthermore, Tata Motors has OEMs
offering an extensive range of integrated, smart and e- mobility solutions. Its vehicles can now be found on
the roads in more than 125 countries. The company generates majority of sales from international markets.
Founded in 1945 as a manufacturer of locomotives, the company manufactured its first commercial vehicle in
1954 in collaboration with Daimler-Benz AG, which ended 1969. Vision By FY 2024, the company will
become the most aspirational Indian auto brand, consistently winning, by
● Delivering superior financial returns.
● Delivering sustainable mobility solutions.
● Exceeding customer expectations, and Creating a highly engaged work force.

Founded in 1945, Tata Motors has emerged as a global leader in the automotive industry, with its headquarters
located in Mumbai, Maharashtra, India. Renowned for manufacturing buses, trucks, sports cars, coaches, and
military vehicles, Tata Motors boasts a diverse product portfolio that caters to various segments of the
automotive market. Notably, the company is recognized for producing some of India's safest vehicles,
equipped with top-notch safety features and high-quality standards. Offering vehicles with a price range
between 4.70 lakhs and 16.25 lakhs, Tata Motors has established itself as a trusted brand in the Indian
automotive market. As a subsidiary of the USD 113 billion Tata Group, Tata Motors operates globally with
manufacturing facilities and subsidiaries in South Korea, Thailand, Indonesia, and the United Kingdom. With
a strong network of 113 subsidiary and associate companies worldwide, including Tata Daewoo in South Korea
and Jaguar Land Rover in the UK, Tata Motors has solidified its position as a key player in the global
automotive landscape. With a focus on innovation, Tata Motors endeavors to pioneer new technologies,
attracting the interest of next-generation consumers. The company houses design and R&D centers in India,
the United Kingdom, Italy, and Korea, reflecting its commitment to pushing the boundaries of automotive
excellence and sustainability. With approximately 9 million Tata vehicles on Indian roads, Tata Motors stands
as a market leader in commercial vehicles and one of the largest manufacturers of passenger vehicles,
underscoring its enduring impact on the automotive industry.
Tata Motors is an Indian multinational car manufacturer that was founded in 1945. It’s headquarter is situated
in Mumbai, Maharashtra, India. Tata Motors is among the world’s leading manufacturers of automobiles,
producing buses, trucks, sports cars, and coaches. It is also a manufacturer of military vehicles. The company
makes one of India's safest vehicles, with excellent safety features and high quality. The price range is between
4.70 lakhs and 16.25 lakhs. Tata Motors, a $35 billion organization and a subsidiary of the USD 113 billion
Tata group, has operations in the, South Korea, United Kingdom ,Thailand, ,Indonesia and South Africa
through a solid worldwide network of 113 subsidiary and associate companies, including Tata Daewoo in
South Korea and Jaguar Land Rover in the United Kingdom.
Tata Motors entered the passenger vehicle market in 1988 with the launch of the Tata Mobile followed by the
Tata Sierra in1991, becoming the first Indian manufacturer to achieve the capability of developing a 22
competitive indigenous automobile. In 1998, Tata launched the first fully indigenous Indian passenger car, the
Indica, and in 2008 launched the Tata Nano, the world’s cheapest car. Tata Motors acquired the South Korean
truck manufacturer Daewoo commercial vehicle company in 2004 and purchased Jaguar Land Rover from
Ford in 2008.Tata Motors is listed on the BSE (Bombay Stock Exchange), where it is a constituent of the BSE
SENSEX index, the National Stock Exchange of India, and the New York Stock Exchange. The company is
ranked 265 th on the Fortune Global 500 list of the world’s biggest corporations as of 2019.On 17 January
2017, Natarajan Chandrasekaran was appointed chairman of the company Tata Group. Tata Motors increases
its utility vehicle market share to over 8% in FY2019. Mission Tata Motors ltd innovate mobility solutions
with passion to enhance the quality of life.
ORGANIZATION STRUCTURE OF THE COMPANY

The organizational structure of Tata Motors, a global automotive manufacturer, is a meticulously designed
framework that delineates the hierarchy, roles, and responsibilities within the company. With its headquarters
in Mumbai, India, Tata Motors operates across multiple geographic locations and market segments,
necessitating a complex yet efficient organizational design. At its core, Tata Motors embraces a vertical
management structure, characterized by clear lines of authority and a hierarchical chain of command. This
structure enables streamlined decision-making processes and facilitates effective coordination among different
departments and functional units. From manufacturing and marketing to research and development, each
department within Tata Motors operates within a well-defined framework, contributing to the overall success
and performance of the company. Additionally, Tata Motors' organizational structure is carefully aligned with
its strategic objectives, fostering adaptability, innovation, and global competitiveness.
Through open communication channels and a culture of collaboration, Tata Motors ensures that its workforce
remains engaged and empowered, driving the company towards its mission of shaping the future of mobility
while delivering value to its stakeholders.
An organization structure defines how activities such as task allocation, coordination, and supervision are
directed towards the achievements of organizational aims. It can also be considered as the viewing glass or
perspective through which individuals see their organization and its environment. Organization structure is
teamwork of the formal relationship that has been established. The purpose of the structure is to assist in
regulating and directing the efforts of an organization so that they are in coordination and consistent with
organization.
Address of Head office – Tata Motors, Pune, Maharashtra India

Area Served – Worldwide

Founders – Ratan Tata

Logo of Company -

Founded - 1945
Headquarters – Mumbai

VARIOUS MOTORS OFFERD BY TATA MOTORS PVT. LTD.

1. Beast –
2. Range Rover :

3. Land Rover :

4. Land Rover Discovery Sport:

5. Tata LPT trucks :

6. Tata Nexon :

7. Tata Nano :
8. Tata Sumo :

9. Yamaha FZX :

10. Gogoro Pulse Electric Scooter :

 CHAPTER 3

THEORETICAL BACKGROUND

Tata Motors was established as Tata Engineering and Locomotive Co. Ltd. in 1945 to manufacture locomotives
and other engineering products. It is a leading global automobile manufacturing company. It is the market
leader in commercial vehicles in all segments, and it ranks among the top three in passenger cars, with winning
products in the compact, midsize, and utility vehicle segments. (Tat) In the year 1954 they made collaboration
with Daimler Benz AG West Germany for manufacturing medium commercial vehicles. It started producing
passenger vehicles in 1988. Over 4 million Tata vehicles have been sold in India since the first model was
launched. Lucknow (Uttar Pradesh),Pune (Maharashtra), Jamshedpur (Jharkhand), Dharwad (Karnataka) and
Pantnagar (Uttarakhand) are the company's manufacturing bases in India. It has established an industrial joint
venture with Fiat Group Automobiles in Ranjangaon (Maharashtra) to manufacture both Fiat and Tata vehicles
as well as Fiat powertrains, following a strategic 10 alliance with Fiat in 2005.
Tata Motors became the first company from engineering sector of India to be listed on the New York Stock
Exchange in September 2004. Tata Motors produced India's first indigenously manufactured Light
Commercial Vehicle, India's first Sports Utility Vehicle, and India's first entirely indigenous passenger vehicle,
the Tata Indica, in 1998. Tata Indica became India's best-selling vehicle in its segment just two years after its
launch. Tata Motors launched the Tata Ace, India's first indigenously constructed mini–truck, in 2005, starting
a new segment. In 2008, Tata Motors acquired Jaguar Land Rover, the English car manufacturer that produces
the Land rover and Jaguar, from Ford Tata Motors revealed its People's Car, the Tata Nano , the world's
cheapest car, in January 2008.

In March 2009, the Tata Nano was officially unveiled in India. The Nano is a world-first for the automotive
industry, bringing the comfort and safety of a vehicle within reach of tens of thousands of households. The
standard version was priced at Rs.1,00,000 in India. In March 2017, Tata Motors and Volkswagen signed a
Memorandum of Understanding to collaborate on car development for India's domestic market.
 CHAPTER 4

LITERATURE REVIEW

Paper Name : A Study on Financial Status of Tata Motors Ltd

Author : A. Moses Joshuva Daniel
Description : Using a variety of financial instruments, this study examined TATA MOTORS LTD's
overall financial situation. The research was carried out over a five-year period, from 2006-07 to 2010-
11. Various accounting ratios have been used to measure financial status in terms of profitability,
solvency, operation, and financial stability. (Daniel, 2013) found that that the company’s financial
performance is satisfactory. The business is growing steadily and has a higher status in all of the
markets where it operates.

Paper Name : Financial Performance Of Selected Automobile Companies

Author : Kanagavalli G. Saroja Devi Rajendran
Description : Using ratio analysis, the paper analyses the financial results of major selected automobile
companies over a five-year period from 2013 to 2017. The study's aim is to assess and compare the
financial results of three companies in order to rank their financial performance. After examining all
of the factors relevant to this study, they concluded that TVS Motors and Bajaj Auto are satisfactory,
while Hero Motocorp maintains a strong market position. (Kanagavalli, et al., 2018)

Paper Name : A Study On Financial Performance Analysis Of Force Motors Limited

Author : Dr. M. Ravichandran M. Venkata Subramanian
Description : This study aims to identify the individual ratios that influence market profitability and
to categorize the financial ratios into a small number of latent variables that represent a compact view
of financial performance over time. The financial performance is fair, according to the study. It has
maintained strong financial results and can gain more if the business focuses on its operating,
administrative, and marketing expenses, as well as on cutting costs. (Ravichandran, et al., 2016)

Paper Name : Financial Analysis Of Indian Automobile Industry

Author : Dr. Nishi Sharma
Description : (SHARMA, 2011) examines the financial performance of selected units using 11
financial variables that reflect four different parameters of the organization: liquidity, profitability,
activity, and long-term solvency. The paper also tries to figure out if the success of different firms is
identical or whether there is a major difference between them. It also assigns various companies ranks
based on their results and recommends some steps for the sector's further progress.

Paper Name : Financial Analysis Of A Selected Company

Author : Dušan BARAN, Andrej PASTÝR, Daniela BARANOVÁ
Description : (BARAN, et al., 2016) revealed that financial analysis is an important tool for supporting
the decision-making of different stakeholder groups and is an important part of monitoring the
company subject. It also provides a picture or input on the overall state of the company subject and its
growth, as well as the state of individual activity areas.
 CHAPTER 5

RESEARCH METHODOLOGY

A research is a carefully investigation or inquiry through search for new facts in any branch of knowledge.
“Research comprises of defining and redefining problem, formulating hypothesis or suggested
solutions, collecting, organizing and evaluating data, reaching conclusions, testing conclusions to
determine whether they fit the formulated hypothesis”.
The research methodology for this summer internship project involved collecting data from various sources,
including primary and secondary data sources. Primary data sources included surveys and interviews with
customers, while Secondary data sources included published articles and reports related to market basket
analysis.

OBJECTIVES OF THE STUDY

 To analyze the financial position of the company.

 To make comparative study of financial statements of different years.

 To compare the profit and loss for each month

RESEARCH METHODOLOGY :
The importance of financial data analysis lies in its ability to provide a clear and accurate view of a company's
financial situation. Financial data, such as financial statements, financial ratios, and management reports, are
critical for evaluating a company's performance, as well as planning and making informed decisions. However,
financial data analysis can be a complex and challenging process, requiring technical skills and financial
expertise. In addition, the sheer amount of data available can be overwhelming and make it difficult to identify
relevant trends and patterns. In this context, Business Intelligence (BI) tools such as Power BI have become a
valuable solution for finance professionals. Power BI offers a number of advanced features that make it easy
to analyze and visualize financial data, such as integration with other Microsoft tools, the ability to connect to
various data sources, and the ability to share reports and dashboards with2 others.

Research Methodology for Analyzing Financial Performance of Tata Motors Using Power BI :

1. Research Design:
- The research will utilize a quantitative research design to analyze the financial performance of Tata Motors
using Power BI.
 - The study will focus on collecting and analyzing numerical data related to Tata Motors' financial statements,
key performance indicators, and other relevant financial metrics.

2. Data Collection:
- Primary Data: Financial data related to Tata Motors will be collected from reliable sources such as annual
reports, financial statements, and official company publications.
- Secondary Data: Additional data may be gathered from reputable financial databases, research articles, and
industry reports to provide context and comparison.

3. Variables and Measures:

- Dependent Variable: Financial performance indicators of Tata Motors, including revenue, profitability,
liquidity, solvency, efficiency ratios, and cash flow metrics.
- Independent Variables: Factors influencing financial performance, such as market conditions, economic
factors, industry trends, and company-specific strategies.

4. Sampling:
- The research will focus on analyzing the financial performance of Tata Motors as a whole, rather than
specific geographical regions or subsidiaries.
- A comprehensive dataset covering multiple years of financial data will be collected to ensure a robust
analysis.

5. Data Analysis:
- Power BI will be utilized as the primary tool for data analysis and visualization. Power BI's capabilities
will enable the creation of interactive dashboards and visualizations to explore Tata Motors' financial
performance comprehensively.
- Various financial analysis techniques, including trend analysis, ratio analysis, comparative analysis, and
variance analysis, will be applied to interpret the data effectively.

6. Interpretation and Findings:

- The findings of the data analysis will be interpreted to assess Tata Motors' financial performance over the
selected period.
- Key insights, trends, strengths, weaknesses, opportunities, and threats related to Tata Motors' financial
performance will be identified and discussed.

7. Limitations:
- The study may be limited by the availability and accuracy of financial data from public sources.
- External factors such as regulatory changes, market dynamics, and global economic conditions may
influence Tata Motors' financial performance, impacting the study's findings.
8. Conclusion and Recommendations:
- The research will conclude with a summary of findings and conclusions drawn from the analysis of Tata
Motors' financial performance.
- Based on the findings, recommendations may be provided to Tata Motors management for improving
financial performance and strategic decision-making.
 Data Fetching and Analysis methodology

1. Data Collection: Gather historical sales, profit, and loss data from your company's records or databases.

2. Data Preparation: Clean and organize the data, ensuring it is in a format suitable for analysis. This may
involve removing duplicates, handling missing values, and structuring the data for analysis.

3. Import Data into Power BI: Use Power BI to import the prepared data. Power BI supports various data
sources, including Excel, SQL databases, and online services.

4. Create Visualizations: Utilize Power BI's visualization tools to create charts, graphs, and tables that represent
sales, profit, and loss data over time. Common visualizations include line charts for sales trends, bar charts for
profit and loss comparison, and tables for detailed data.

5. Calculate Key Metrics: Use Power BI's DAX (Data Analysis Expressions) to calculate important metrics
such as profit margin, year-over-year growth, and forecasted sales.

6. Forecasting Analysis: Power BI offers forecasting capabilities that allow you to predict future sales, profit,
and loss based on historical data. You can use built-in forecasting functions or custom algorithms to generate
forecasts.

7. Dashboard Creation: Combine your visualizations, metrics, and forecasts into a comprehensive dashboard.
This will provide an overview of sales, profit, and loss performance, as well as future projections.

8. Share and Collaborate: Once your analysis is complete, you can share your Power BI dashboard with
colleagues or stakeholders, allowing them to interact with the data and gain insights.

By following these steps, we can effectively analyse sales, profit, and loss data, and create forecasts using
Power BI.
 CHAPTER 6

DATA ANALYSIS & INTERPRETATION

Table 1: Month on month sales trand

Month Total Sales Amount

Jan 16.3M

Feb 14.0M

March 15.7M

April 15.0M

May 15.5M

June 15.1M

July 16.0M

Aug 16.9M

Sep 14.3M

Oct 15.6M

Nov 16.5M

Dec 16.7M

CHART:-
INTERPRETATION:

Tata Motors, a leading automotive manufacturer, witnessed varying month-on-month total sales
amounts throughout the year. In January, the company recorded total sales of 16.3 million units,
indicating a solid start to the year. February saw a slight dip in sales with a total amount of 14.0 million
units, followed by a rebound in March to 15.7 million units. April showed a marginal decrease to 15.0
million units, with a slight uptick in May to 15.5 million units. June experienced a modest decline to
15.1 million units, while July saw an increase to 16.0 million units. August marked a significant peak
with total sales reaching 16.9 million units, the highest figure for the year. However, sales tapered off
slightly in September to 14.3 million units before rebounding to 15.6 million units in October.
November witnessed another increase to 16.5 million units, followed by a slight rise in December to
16.7 million units, rounding off the year for Tata Motors. Throughout the year, Tata Motors
demonstrated resilience and adaptability in its sales performance, navigating fluctuations in market
demand and maintaining a competitive position in the automotive industry.

Table 2: Part No. Wise Sales

Month Total Sales Amount

1034901103 36M

1034901234 31M

1034901143 27M

1034901334 23M

1034901112 20M

1034901132 18M

1034901446 18M

1034901143 16M
CHART:-

INTERPRETATION:

The data provided in Table 2 offers insight into the sales performance of various part numbers for Tata Motors
over the specified months. Each part number represents a distinct product within Tata Motors' portfolio, and
the corresponding total sales amounts shed light on the demand and popularity of these products. Among the
part numbers listed, 1034901103 emerges as the top-selling product, generating a significant sales amount of
36M in one of the recorded months. This indicates that this particular part number likely contributes
significantly to Tata Motors' overall sales revenue during that period. However, the sales figures for the other
part numbers fluctuate across the months, with varying levels of demand observed. For instance, part number
1034901143 shows a sales amount of 27M in one month but drops to 16M in another month, highlighting
fluctuations in customer demand or market dynamics affecting sales performance. Overall, analyzing the sales
performance of these part numbers provides Tata Motors with valuable insights into consumer preferences,
product popularity, and overall market trends, enabling informed decision-making regarding inventory
management, production planning, and marketing strategies.
Table 3: Client Wise Sales

Customers Sum Of Amount

6701 27M

1001 22M

9745 22M

8734 18M

3001 18M

4562 17M

5623 17M

9845 17M

2001 15M

5001 15M

CHART:-

INTERPRETATION:
Table 3 provides an overview of client-wise sales data for Tata Motors, presenting the sum of amounts
attributed to each customer in millions (M). The data reflects the distribution of sales amounts across various
clients, offering insights into their respective contributions to Tata Motors' revenue stream. Among the listed
clients, customer 6701 stands out as the highest spender, with a total sales amount of 27M, indicating a
significant contribution to Tata Motors' overall sales revenue from this particular client. Additionally, clients
1001 and 9745 exhibit comparable sales amounts of 22M, suggesting similar purchasing behavior or sales
volumes within the specified period. On the other hand, clients such as 8734, 3001, 4562, 5623, and 9845
demonstrate mid-range sales amounts ranging from 15M to 18M, reflecting moderate spending levels from
these customers. While some clients show higher sales figures, others have relatively lower sales amounts,
indicating variations in purchasing behavior and sales contributions among Tata Motors' clientele. Analyzing
this client-wise sales data enables Tata Motors to gain valuable insights into the revenue contributions of
individual customers, aiding in strategic decision-making related to customer relationship management, sales
targeting, and revenue forecasting.

Table 4: Part No. Wise Quantity Sold

Part No. Sum Of Quantity Sold

1034901132 412k

1034901132 377k

1034901343 351k

1034901143 335k

1034901234 291k

1034901112 254k

1034901334 181k

1034901446 177k

CHART:-

INTERPRETATION:
Table 4 presents part number-wise quantity sold data for Tata Motors, showing the sum of quantity sold in
thousands (k). This data offers insights into the volume of sales for each part number, indicating the popularity
and demand for specific products within Tata Motors' portfolio. Part number 1034901132 emerges as the
highest-selling product, with a sum of quantity sold reaching 412k and 377k units in separate instances,
suggesting consistent demand for this particular part. Following closely is part number 1034901343, with a
sum of quantity sold of 351k units, indicating strong sales performance for this product as well. Conversely,
part number 1034901446 and 1034901334 exhibit relatively lower quantity sold, with sums of 177k and 181k
units respectively, indicating comparatively lower demand for these products within the specified period.
Analyzing this part number-wise quantity sold data allows Tata Motors to identify top-selling products, assess
demand trends, and make informed decisions regarding inventory management, production planning, and
marketing strategies to capitalize on high-demand products and optimize overall sales performance.

Table 5: Profit Forecast :

 Month Profit By Company

Jan-2023 5M

Jul-2023 4M

Jan 2024 5M

CHART:-

INTERPRETATION:

Table 5 presents the profit forecast data for Tata Motors, depicting the projected profits generated by the
company over specific months. The data shows that in January 2023 and January 2024, Tata Motors is
forecasted to achieve profits of 5M, indicating consistency in profitability across these two January periods.
However, there is a slight decrease in projected profits in July 2023, with the forecasted profit amounting to
4M. This fluctuation in profitability suggests potential seasonal or cyclical trends impacting Tata Motors'
financial performance throughout the year. Analyzing this profit forecast data enables Tata Motors to
anticipate financial trends, identify periods of high or low profitability, and implement strategic measures to
optimize financial performance and achieve long-term growth and stability.

Table 6 : Month on month sales trand :

Month Total Expence Amount

Jan-2023 10.8M

Jul-2023 11.3M

Jan 2024 12.0M

CHART:-
INTERPRETATION:

The provided data in Table 6 illustrates the total expense amounts incurred by Tata Motors over specific
months, namely January 2023, July 2023, and January 2024. In January 2023, the company's total expense
amount stood at 10.8M, reflecting the financial resources allocated towards operational costs, investments,
and other expenditure during that period. Subsequently, in July 2023, Tata Motors' total expense increased to
11.3M, indicating a rise in expenditure compared to January 2023, potentially influenced by factors such as
increased production, marketing expenses, or other operational activities. Moving forward to January 2024,
the total expense further escalated to 12.0M, signifying continued financial commitments and potential growth
initiatives undertaken by Tata Motors during that month. Analyzing these expense amounts provides insights
into the company's financial management practices, expenditure trends, and strategic allocation of resources
to support its business operations and objectives. Additionally, comparing expense data with profit forecasts
allows Tata Motors to assess its financial performance, manage costs effectively, and make informed decisions
to drive sustainable growth and profitability.

Table 7: Sales Forecast :

Month Amount Sold

Jan-2023 16.3M

Jul-2023 16.9M

Jan 2024 16.7M

CHART:-
INTERPRETATION:

Table 7 presents the sales forecast data for Tata Motors, outlining the projected amount sold by the company
over specific months, namely January 2023, July 2023, and January 2024. In January 2023, Tata Motors is
forecasted to sell 16.3M units of its products, reflecting the anticipated sales volume during that period. This
figure suggests a steady demand for Tata Motors' offerings at the beginning of the year. Moving forward to
July 2023, the sales forecast indicates a slight increase, with the projected amount sold rising to 16.9M units.
This uptick in sales suggests a potential surge in demand or successful marketing initiatives by Tata Motors
during the mid-year period. Looking ahead to January 2024, the sales forecast remains relatively stable, with
the projected amount sold standing at 16.7M units. This suggests that Tata Motors anticipates maintaining
consistent sales performance at the start of the following year, reflecting confidence in its products and market
positioning. Analyzing these sales forecasts provides valuable insights into Tata Motors' anticipated sales
trends, allowing the company to plan production, manage inventory levels, and align marketing strategies to
meet customer demand effectively. Additionally, comparing sales forecasts with actual sales data enables Tata
Motors to evaluate its performance, identify areas for improvement, and make informed decisions to drive
business growth and profitability.
Power BI is a powerful business analytics tool developed by Microsoft that enables organizations to
visualize and analyze their data effectively. With Power BI, data analysis becomes intuitive and insightful,
allowing users to derive actionable insights from their data, including sales data for companies like Tata
Motors.
The Power BI interactive dashboard is an essential tool for data visualization and analysis, standing out for
its ability to adapt and respond to the changing needs of businesses and projects. With built-in features for
real-time data updates, users can always access the latest information, ensuring decisions are made based on
the most current data.Interactivity is acentral pillar of Power BI, where visualizations are not just static
representations, but dynamic elements that invite users to explore and manipulate the data.25 This flexibility
manifests itself in the ability to drill down into specific details, filter, and change the perspective of the data,
enriching the analytics experience.Personalization is another critical aspect. Each dashboard can be adjusted
to reflect the indicators and metrics that are critical to a particular user or team, choosing from a wide variety
of formats such as graphs, charts, and maps. This adaptability not only makes dashboards more relevant, but
also more intuitive to use. In addition, Power BI ensures accessibility and mobility, allowing users to stay
connected to their data and insights from anywhere via mobile devices.26 This is especially valuable in a
world increasingly geared towards mobility and remote work.
Data analysis in Power BI typically involves several steps:

1. Data Preparation: The first step in data analysis with Power BI involves importing and preparing the data.
This can include connecting to various data sources, such as databases, spreadsheets, or online services, and
transforming the data as needed to make it suitable for analysis. For example, sales data from Tata Motors
can be imported into Power BI from a spreadsheet or a database, and any necessary data cleaning or
transformation can be performed to ensure accuracy and consistency.

2. Data Modeling: Once the data is imported, Power BI allows users to create data models that define
relationships between different data tables or sources. This step is crucial for building meaningful
visualizations and conducting insightful analysis. In the case of Tata Motors' sales data, the data model might
include tables for sales transactions, customer information, product details, and other relevant data points,
with relationships established between these tables to facilitate analysis.

3. Data Visualization: Power BI offers a wide range of visualization options, including charts, graphs, maps,
and tables, to visually represent the data. Users can create interactive dashboards and reports that provide a
comprehensive view of the sales data, allowing for easy exploration and interpretation. For example, sales
trends over time, regional sales performance, product-wise sales distribution, and customer segmentation can
be visualized using Power BI's intuitive tools.

4. Data Analysis: With the data prepared, modeled, and visualized, users can perform various types of
analysis to gain insights into Tata Motors' sales performance. This can include trend analysis, comparative
analysis, forecasting, outlier detection, and more. Power BI provides built-in analytical capabilities, such as
calculations, filters, and aggregations, as well as support for custom DAX (Data Analysis Expressions)
formulas, enabling users to perform complex analysis tasks efficiently.

5. Insights and Decision-Making: The ultimate goal of data analysis in Power BI is to derive actionable
insights that drive informed decision-making. By analyzing Tata Motors' sales data, stakeholders can identify
key trends, opportunities, and challenges, enabling them to make strategic decisions to optimize sales
performance, improve customer satisfaction, and drive business growth.

Overall, Power BI empowers organizations like Tata Motors to unlock the full potential of their data,
transforming it into actionable insights that drive business success. By leveraging Power BI's intuitive
interface, powerful analytics capabilities, and rich visualization options, organizations can gain a competitive
edge in today's data-driven business landscape.
 CHAPTER 7
FINDINGS AND SUGGESTIONS

FINDINGS:

The findings of the summer internship project report on the topic of Financial analysis using powerbi of Tata
Motors Company revealed that At this stage, the financial analysis has been done in order to draw some broad
conclusions about Tata Motors Limited results Power BI plays a crucial role in conducting and presenting the
analysis outlined above. Here's how Power BI facilitates the process:

1. Advanced Analytics and Forecasting:

In our analysis, we leveraged Power BI's advanced analytics capabilities to conduct forecasting, trend
analysis, and statistical modeling. With Power BI, we were able to predict future trends in sales and
profitability by utilizing built-in forecasting functions and integrating custom analytical models. This allowed
us to make informed business decisions based on projected outcomes, enabling us to anticipate market trends
and adapt our strategies accordingly.
2. Data Exploration and Insights Discovery:
Power BI facilitated interactive data exploration through its intuitive interface, which included slicers, filters,
and drill-down capabilities. This enabled us to dynamically explore the data, uncovering valuable insights and
patterns hidden within the dataset. By leveraging Power BI's data exploration features, we were able to gain a
deeper understanding of our sales performance, identify key trends, and make data-driven decisions to drive
business growth.

Overall:
Our analysis utilizing Power BI streamlined the entire process of data analysis, from integrating and cleansing
the data to creating visualizations and discovering insights. Power BI's user-friendly interface and advanced
analytics capabilities empowered us to uncover actionable insights, enabling us to make informed business
decisions and drive growth effectively. Based on the provided data, here are the findings for the Power BI
analysis:

Certainly, here's a more conversational and report-like presentation of the findings:

1. Profit Forecast:
- We've looked into the company's profit forecasts, and it seems like we're maintaining a steady profitability
trend. In January 2023, we recorded profits of 5 million, followed by 4 million in July 2023, and another 5
million in January 2024. This consistency suggests that our financial performance is holding up well over time.
2. Month-on-Month Sales Trend:
- Taking a closer look at our total expenses over time, we noticed a slight uptick. In January 2023, expenses
were around 10.8 million, which increased to 11.3 million in July 2023, and further to 12.0 million in January
2024. This gradual increase in expenses highlights the importance of keeping a keen eye on our spending
habits to ensure they align with our revenue growth.

3. Sales Forecast:
- Our sales forecasts have been quite consistent across the board. From January 2023 to January 2024, we've
seen a stable trend in sales performance. Sales figures hovered around 16.3 million in January 2023, peaked
at 16.9 million in July 2023, and maintained a solid 16.7 million in January 2024. This reliability in sales
indicates a strong and steady demand for our products among customers.

4. Part Number-Wise Sales:

- Delving into our sales data, we identified our top-selling products based on part numbers. It's no surprise
that part number 1034901103 takes the lead with sales reaching 36 million. Following closely behind are part
numbers 1034901234 with 31 million and 1034901143 with 27 million in sales. These insights are crucial for
fine-tuning our inventory management and sales strategies to maximize our revenue potential.

Key Insights:
- Our profitability remains consistent over time, indicating a stable financial outlook for the company.
- While our sales performance is steady, it's essential to keep a close watch on our expenses to ensure they
don't outpace our revenue growth.
- Identifying our top-selling products allows us to focus our efforts on optimizing inventory management
and sales strategies to capitalize on high-demand items.

These findings provide valuable insights into our financial performance, sales trends, and product
performance, guiding our decision-making process towards sustainable business growth.
 SUGGESTIONS:

The study has been undertaken to the objective of evaluating the financial performance of Tata Motors Ltd.
Specific objectives has been set for the study and secondary data for the period of 1 year from Jan 23 to Dec
23 were analyzed. The analysis done with the help of collected from different sources and it shows the overall
performance of the organization. From the analysis it was clear that the overall performance of the company
is not satisfactory. It can be seen that the organization faces a lot of unavoidable expenses that causes the
profitability position of the company. The company should maintain the proper level of current asset to ensure
the adequate working capital of the company and also take necessary steps to control the operating cost of the
company. The overall efficiency of the management has to improve by the utilization of fund that is available
in the company.
.
 OBSERVATIONS

Financial analysis using Power BI for Tata Motors would provide valuable insights into various aspects of the
company's financial performance. Here are some observations that could be made through such analysis:

1. Revenue Trends: Power BI visualizations would show the revenue trends of Tata Motors over time,
highlighting periods of growth, stability, or decline. Observations could be made regarding the impact of new
product launches, market conditions, and economic factors on the company's revenue.

2. Profitability Analysis: Power BI would allow for a detailed profitability analysis of Tata Motors, including
gross profit margin, operating profit margin, and net profit margin. Observations could be made regarding the
company's ability to generate profits relative to its revenue and expenses.

3. Cost Analysis: Power BI visualizations could analyze costs across various categories such as manufacturing,
marketing, research and development, and administrative expenses for Tata Motors. Observations could be
made regarding cost trends, cost-saving opportunities, and efficiency improvements.

4. Financial Ratios: Power BI would enable the calculation and visualization of key financial ratios for Tata
Motors, such as liquidity ratios, solvency ratios, and efficiency ratios. Observations could be made regarding
the company's financial health, leverage levels, and operational efficiency compared to industry benchmarks.

5. Budget vs. Actual Analysis: Power BI could facilitate a comparison between budgeted and actual financial
performance for Tata Motors, highlighting variances and potential areas for improvement. Observations could
be made regarding budget adherence, forecasting accuracy, and financial planning effectiveness.

6. Cash Flow Analysis: Power BI visualizations would provide insights into Tata Motors' cash flow statements,
including cash inflows from operations, investing activities, and financing activities. Observations could be
made regarding cash flow patterns, liquidity management, and cash flow adequacy for supporting operations
and investments.

7. Customer and Product Analysis: Power BI could analyze revenue and profitability by customer segments
and product categories for Tata Motors. Observations could be made regarding customer preferences, product
performance, and sales trends, guiding marketing and product development strategies.

8. Financial Dashboard: Power BI dashboards would summarize key financial metrics and KPIs for Tata
Motors, providing a comprehensive overview of the company's financial performance. Observations could be
made at a glance, facilitating quick decision-making and strategic planning by stakeholders.

Overall, financial analysis using Power BI for Tata Motors would offer actionable insights into the company's
financial performance, helping stakeholders make informed decisions to drive growth and profitability.
 CHAPTER 8
LEARNING THROUGH THE PROJECT

The summer internship project focused on conducting market basket analysis of Tata Motors' sales data,
aiming to uncover patterns and associations between products or services frequently purchased together by
customers. The project involved collecting, cleaning, and analyzing sales transaction data to identify
meaningful insights into customer behavior and preferences. By utilizing data analytics tools and techniques,
the project team gained valuable hands-on experience in data collection, cleaning, analysis, and visualization.
Through statistical analysis and visualization of the results using charts and graphs, the team identified key
product associations and patterns, providing actionable recommendations for Tata Motors. The project
underscored the significance of leveraging data analytics to optimize marketing strategies, improve overall
performance in the market, and drive revenue growth.

By understanding customer purchasing behavior through market basket analysis, Tata Motors can develop
targeted marketing campaigns, product bundling strategies, and cross-selling initiatives to enhance customer
satisfaction and increase sales. Overall, the project provided the team with practical insights into the
application of data analytics in a real-world business context and highlighted the potential impact of data-
driven decision-making on organizational success.
In the quest to dissect Tata Motors' sales data and extract meaningful insights, the project leveraged the robust
capabilities of Power BI. This powerful data analytics platform served as the cornerstone of the project's
success, offering a dynamic toolkit for data visualization, analysis, and interpretation. With Power BI's
intuitive interface and user-friendly features, the project team seamlessly navigated through vast volumes of
sales transaction data, harnessing its full potential to uncover hidden patterns and correlations.

Power BI's advanced analytics functionalities empowered the team to perform sophisticated statistical
analysis, allowing for the identification of key product associations and trends within Tata Motors' sales data.
Through interactive dashboards, charts, and graphs created using Power BI, the team visualized complex
datasets in a clear and concise manner, enabling stakeholders to grasp insights at a glance.

Moreover, Power BI facilitated real-time data connectivity, enabling the project team to integrate multiple data
sources seamlessly. This capability enhanced the depth and breadth of analysis, providing a holistic view of
Tata Motors' sales ecosystem. Additionally, Power BI's collaboration features fostered teamwork and
knowledge sharing, enabling the project team to collaborate effectively and drive collective decision-making.

In essence, Power BI played a pivotal role in enabling the comprehensive analysis of Tata Motors' sales data,
empowering the project team to extract actionable insights and deliver strategic recommendations with
confidence and precision.
 CHAPTER 9

CONCLUSION

In conclusion, the summer internship project on financial analysis using powerbi was a valuable learning
experience that provided us with practical skills in finance analysis. Through this project, we gained insights
into customer behavior and preferences by analyzing sales data and identifying relationships between
frequently purchased products.
To conclude, the Tata Motors Company has maintained its influence on the industry. We can see Tata Motors'
downfall, but it is expected to rebound because it is such a big company. We can see from this study that Tata
Motors’ willingness to make contractual payments has been severely harmed. Looking at all four years, 2016-
2017 is regarded as the strongest financial year of the four. Company had the highest current and quick ratio
in 2016-2017, and the rate has since fallen, indicating that liquidity has declined over time. It is expected that
the company will rebound from the loss if its assets are well managed and its debts are adequately financed.
The study has been undertaken to the objective of evaluating the financial performance of Tata Motors Ltd.
Specific objectives has been set for the study and secondary data for the period of 5 years from 2015-2016 to
2019-2020 were analyzed. The analysis done with the help of collected from different sources and it shows
the overall performance of the organization. From the analysis it was clear that the overall performance of the
company is not satisfactory. It can be seen that the organization faces a lot of unavoidable expenses that causes
the profitability position of the company. The company should maintain the proper level of current asset to
ensure the adequate working capital of the company and also take necessary steps to control the operating cost
of the company. The overall efficiency of the management has to improve by the utilization of fund that is
available in the company.
Overall, the project was successful in identifying the most commonly design their motors and their
associations. By leveraging market basket analysis, Tata motors can increase sales and profitability while also
improving customer satisfaction.
A dashboard is used for presenting a real-time status of business, monitoring business performance in
organizations. An effective dashboard is able to facilitate decision-making process and to quickly trigger
actions by delivering information to end users. In this project, a sales department, facing a large amount of
data every day, requires a visual communication from 44 data to information. To achieve a better data
visualization, Microsoft power BI is integrated to visualize and display sales data through dashboard.
 CHAPTER 10
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