Tata Motors Jaguar Land Rover

Key trigger: Brent Crude prices have declined to $73/barrel, to almost its lowest since start of the US Iran war on February 28, 2026.

Nifty Next 50 index hit a 52-week high of 73,098.9, surging 4% on the National Stock Exchange in Monday's intra-day, and has soared 7% in the past two trading days.

Falling crude price is a clear positive for India's automobile and tyre sectors, where raw material and logistics costs are highly sensitive to crude derivatives, say analysts at ICICI Securities.

However, in the past one month, the Nifty Auto index underperformed the market and fell 3.6 per cent, as against 2.7 per cent decline in the Nifty 50 as of June 11, 2026.

Jaguar Land Rover said changing market dynamics and tariff pressures may require it to keep internal combustion engine vehicles in its US portfolio for longer

Tata Motors PV's domestic business continues to witness robust demand following the rollout of GST 2.0 and will help drive growth through new product interventions and strong marketing actions.

Despite prevailing global uncertainties, Indian automakers continued to post robust dispatch volumes in April 2026

Tata Motors Passenger Vehicles (PV) shares declined 5 per cent after JLR temporarily halted production at its Solihull plant in the UK

With the company's product launches & interventions commencing deliveries in Q4 and a strong slate of upcoming launches, Tata Motors PV is well poised to accelerate its growth trajectory in FY27.

OEMs expect strong demand momentum to sustain in Q4FY26, and into H1FY27, post the GST 2.0 reforms, analysts said

The Tata group company's domestic passenger vehicles business continues to see strong growth post the GST cut and recent launches receiving good customer response.

Tata Motors Passenger Vehicles and Jaguar Land Rover have commenced operations at their ₹9,000 crore Panapakkam plant in Tamil Nadu, rolling out the Range Rover Evoque as the first vehicle

Shares of TMPV fell on Tuesday after it said that JLR's third-quarter sales were impacted by a cyber incident and US tariffs

Tata Motors said that the growth momentum expected to continue through H2 across segments, while, the GST cut boosted consumption and utilisation, supporting MHCV cargo volume growth

In the past two weeks, Tata Motors has rallied 17 per cent, as compared to 3 per cent market price decline in Tata Motors Passenger Vehicles (TMPV).

Tata Motors will likely maintain its dominant share in India's commercial vehicle (CV) market, with support from India's economic growth, and favourable infrastructure and construction spending.

On the bourses, Tata Motors PV shares bled, with the stock dropping up to 7.26 per cent to hit an intraday low of ₹363.15 per share.

One-time gain lifts consolidated profit; company cuts FY26 outlook

As TMPV begins its independent journey, analysts caution that several structural risks - from slower EV adoption to JLR's global dependence - could weigh on its growth trajectory.

While the split from the CV arm is expected to improve management focus, Tata Motors PV's growth remains closely tied to JLR's global performance