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.
Commercial vehicle major Tata Motors on Sunday said it has secured orders for over 3,400 electric commercial vehicles (eCV) across freight, logistics and passenger mobility segments. The orders comprising around 2,000 small commercial vehicles and pick-ups, 900 trucks, and 500 buses, cut across a diverse range of applications from e-commerce, logistics, FMCG and FMCD distribution, and intra-city mobility to demanding sectors like cement, steel, mining, and tarmac operations, alongside inter- and intra-city passenger transport. This wide-ranging deployment reflects growing customer confidence in electric mobility solutions in real-world conditions and signals a decisive shift from pilot programmes to scaled, operational integration of EVs across use cases, Tata Motors said. The company said over the past 12 months, it has significantly strengthened its electric commercial vehicle portfolio, introducing a new generation of eCVs tailored to varied duty cycles and operating conditions.
JLR's weaker-than-expected FY27 guidance on revenue, margins and free cash flow is likely to weigh on Tata Motors Passenger Vehicles despite a strong domestic outlook
Tata Motors will raise commercial vehicle prices by up to 2.5% from July 1 and has joined the government's truck and bus replacement scheme
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.
Dividend stocks: ACC, Adani Ports, Ambuja Cements, Canara Bank, Tata Steel, Tata Motors, Trent, and Voltas are among the stocks likely to remain in focus today
Iveco seen as technology and global expansion platform; EVs and hydrogen remain central to future strategy
Tata Motors will keep on investing in electric and hydrogen-based technologies for commercial vehicles, Chairman N Chandrasekaran said, emphasising that the transition to cleaner mobility requires a portfolio of electric, hydrogen and cleaner internal combustion engine (ICE) technologies. In his address to shareholders in the company's annual report for 2025-26, the chairman noted that advances in digital technologies and AI are transforming how mobility products are designed, experienced and supported. Chandrasekaran, who is also the chairman of Tata Sons, observed that the transition to clean energy, heightened expectations on safety and reconfiguration of global supply chains are redefining competitiveness. Geopolitical and uneven economic recovery are adding further complexity, making agility and resilience as critical capabilities, he added. "The transition to cleaner mobility requires a portfolio of electric, hydrogen and cleaner ICE technologies. While we scale the portfolio
Tata Motors chairman says the commercial vehicles business is poised for growth after the demerger, with technology, innovation and global expansion driving strategy
May 2026 auto sales show strong PV and tractor demand but softer 2W and CV trends. Analysts favour Maruti Suzuki, TVS Motor, M&M and Tata Motors
EVs have a quarterly run rate of 24,000 units (Q4 volumes were 27,000 units). Management targets 10,000 units per month
The company said falling battery costs, localisation and tighter emission norms for petrol and diesel vehicles are steadily improving the long-term economics of electric vehicles
Tata Motors said rising diesel prices linked to the Middle East crisis could threaten India's commercial vehicle recovery by sharply increasing operating costs for fleet operators
India passenger vehicle business records strong growth, while Jaguar Land Rover profitability remains under pressure from tariffs and weak China demand