Among interest rate sensitives, Exide, Uno Minda, Bosch, Tata Motors CV, Ashok Leyland, Godrej Properties, DLF and Lodha Developers gained 3-5% in Wednesday's intra-day trade post RBI policy.
Auto stocks in demand: BSE Auto index rose 2 per cent, and quoted nearly its all-time high of 64,584 hit on January 1, 2026.
OEM revenue is expected to rise 22-29 per cent in Q1FY27, led by strong vehicle demand, exports and premiumisation, while higher input and freight costs are likely to squeeze margins
India's automobile industry recorded its strongest-ever first quarter, with record sales across key segments, while SIAM expects festive demand and easier financing to sustain momentum
Tata Motors has urged the Centre to revise draft CAFE norms, saying the proposed credit mechanism could make non-compliance cheaper than cleaner technology investments
Tube Investments of India, Ashok Leyland were among the major laggards. Both counters fell over 3 per cent as the Brent price surged to $85 per barrel mark, adding pressure on auto stocks.
N Chandrasekaran said the group will invest across electrification, manufacturing capacity, tech and new products following the demerger of Tata Motors' passenger and commercial vehicle businesses
Tata Motors Passenger Vehicles aims to sell more than 1.2 million vehicles annually by FY31, with EVs contributing over 30 per cent of volumes and EBITDA margins in double digits
Looking ahead, while commodity pressures will persist, Tata Motors expects the momentum to continue, driven by gradual improvement in customer sentiment which had seen softening during June quarter.
Q1 Vahan data show overall PV market share rising to 14.2% from 12.5%, reinforcing Tata Motors' No. 2 position
Harrier EV demand is nearly double current production capacity as Tata Motors targets monthly output of 70,000 vehicles with expanded manufacturing and supplier ramp-up
Chairman N Chandrasekaran says the combined Tata Motors-Iveco business could lift annual revenue to $35-40 billion in five years, boosting global scale and technology
Commercial vehicle maker Tata Motors has secured the majority of regulatory approvals for the Iveco acquisition, and the transaction is expected to be completed by the second quarter of this fiscal, Chairman N Chandrasekaran said on Monday. Addressing shareholders at the company's second Annual General Meeting here, he said the deal is a significant strategic step in advancing Tata Motors' global ambition. In July 2025, Tata Motors announced the acquisition of Italian commercial vehicle maker Iveco Group, excluding its defence business, for euro 3.8 billion. "A transaction of this scale, spanning multiple geographies, requires a series of mandatory regulatory approvals," Chandrasekaran said at the AGM. Tata Motors has secured the majority of these approvals and is progressing well on the remaining few, he said, adding that "We look forward to completing the transaction by Q2 FY27." Chandrasekaran said the Iveco acquisition will enable the company to access advanced powertrain and
Tata Motors says commercial vehicle electrification is nearing a tipping point, driven by improving economics, localisation and policy support
Tata Motors to begin pilot trials of trucks running on 2% isobutanol-blended diesel next quarter as India explores alternative fuels to cut oil imports
The implications of West Asia war, specially diesel price hike, will have a short-term impact on domestic commercial vehicle demand, which is expected to grow in single digit this fiscal but India's macro-economic growth will help overcome it in the long term, Tata Motors Ltd MD & CEO Girish Wagh said on Thursday. Terming fuel price hikes and increase in cost of commodities as "cyclical headwinds", he said those will lead to some changes in the quarterly and annual demand but in the long term "India growth story will lead to increase in road freight, and therefore the commercial vehicle demand". "We do have short-term headwinds. The Middle East crisis, the resultant increase in oil prices, and the final resultant but reduced intensity increase in diesel prices -- it is a headwind," Wagh told reporters in an interaction. Noting that commodity cost increase is also a headwind, he said adding "but we believe that these are more cyclical headwinds". Presenting a bullish long term ...
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.
While management has guided for high single-digit industry growth in FY27, JM Financial continues to factor in volume growth of 5.5 per cent and 7.9 per cent for FY27E and FY28E, respectively
Digital platforms, international operations and mobility services are emerging as key growth drivers as Tata Motors Commercial Vehicles seeks to reduce cyclicality
Stocks to Watch today: RIL, RVNL, Voltas, Sun Pharma, TaMo, Bharat Forge, Dalmia Bharat are among other stocks that will be in focus today.