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
Tata Motors Q2 preview: Key factors to watch will be JLR and India CV demand and margin outlook, analysts at Nuvama said.
After the Tata Motors split, TMPV inherits the passenger, EV, and JLR units with most of the group's debt, while the newly listed CV arm starts lighter, backed by strong liquidity and modest borrowing
Tata Motors' long-awaited split creates two clear bets for investors: a global luxury play via TMPV and a domestic mobility story through the CV arm
Tata Motors Demerger: The aim the company stated was to let each business pursue its own strategy, capital allocation and valuation.
JLR is slowly resuming operations after the cyberattack forced the UK's largest carmaker to stop making any vehicles for more than five weeks
Tata Motors' shares were in focus on its record date for demerge (October 14, 2025). Meanwhile, reports suggested that a special session was underway to discuss CV price discovery
Vertu, which operates 10 JLR dealerships, said about 2 million pounds of the profit impact was in September, with the full-year effect hinging on when JLR restores its systems
JLR's wholesales volumes stood at 66,165 units in Q2FY26, down 24.2 per cent year-on-year (Y-o-Y) and quarter-on-quarter (Q-o-Q)
Tata Motors has fixed Oct 14 as the "Record Date" for the purpose of ascertaining the shareholders of the company who shall be allotted shares of Tata Motors Commercial Vehicles in 1:1 ratio.
The UK government on Sunday announced that it will support iconic British brand Jaguar Land Rover (JLR) with a loan guarantee of up to 1.5 billion pounds to give certainty to the Tata Motors owned carmaker's supply chain following a devastating cyber-attack. The loan will come from a commercial bank, backed by the Department for Business and Trade's (DBT) Export Development Guarantee (EDG), provided by export credit agency UK Export Finance, to be paid back over five years. The aim is to bolster JLR's cash reserves following the production shutdown since early this month in the wake of the hack to help support firms in the supply chain, many of them small and medium enterprises (SMEs) struggling to stay afloat. This cyber-attack was not only an assault on an iconic British brand, but on our world-leading automotive sector and the men and women whose livelihoods depend on it, said Peter Kyle, Business and Trade Secretary. Following our decisive action, this loan guarantee will help
Jaguar Land Rover's India operations are not impacted by UK plant shutdowns after cyber-attacks, with sufficient inventory supporting demand for cars and spare parts
On Thursday, September 25, 2025, the Tata Motors stock fell as much as 2.59 per cent to an intraday low of ₹665 per share.
We have made this decision to give clarity for the coming week as we build the timeline for the phased restart of our operations and continue our investigation, the company said
The luxury carmaker, owned by India's Tata Motors, said it shut down its systems in early September to contain the hack that has severely disrupted its retail and manufacturing operations
Stocks to watch on Wednesday, September 10, Bajaj Auto: To fully pass on GST cut benefits; price reduction up to ₹20,000 on bikes and ₹24,000 on three-wheelers from September 22.