Tesla enters Q2 2025 at a critical juncture, balancing short-term earnings pressure with long-term growth potential driven by expansion in China and India.

The Wall Street Journal, citing people familiar with the situation, on Tuesday reported that Troy Jones, who on his LinkedIn page is described as a vice president of sales and service in North America, has left Tesla after a 15-year run with the EV maker. Tesla did not respond to a request for comment in time for publication.

According to Bernstein analysts, Tesla has not signed up for India’s new EV policy, which offers a lower 15% duty for vehicles over $35,000 in exchange for a commitment to local manufacturing.

Tesla’s Model Y launch in India has set the stage for a major auto sector reset, fueled by the company’s planned Gigafactory, EV rollout, and a ₹20,000 crore investment.  Elon Musk’s EV giant has launched its first showroom in Mumbai and is expanding to New Delhi later this month,

Tesla stock plunged nearly 8% after Elon Musk launched the American Party, sending shockwaves through Wall Street. The stock, once flying high at over $488 in December after Trumps re-election, has now dropped 35%,

Shares of Tata Technologies, Rallis India, Tejas Networks, and Tata Motors move on earnings, deal outlook, and sector cues. Tesla showroom launch in Mumbai also drives auto focus.

Tesla will open its first showroom in India on July 15th, as India's import duties on EVs were reduced, boosting Musk's ambitions.

Tesla may finally be coming to India. The country’s Minister for Road Transport and Highways, Nitin Gadkari, says that Elon Musk’s electric car company will start selling cars next year.

In a nation where the average salary is around $4,200 a year, the all-electric carmaker is launching a $70,000 vehicle. The question is why.

Tesla CEO Elon Musk said in October that he expects a 20-30% increase in deliveries in 2025. However, the CEO didn't reiterate the target during the company's fourth-quarter earnings in January.