Commercial Vehicles
US-Iran peace deal may fuel CV sector growth: Kotak Equities upgrades Tata Motors, Ashok Leyland
Following the recent correction in stock prices, Kotak Equities sees an attractive risk-reward profile in Tata Motors and has upgraded the stock to ‘Buy’ from ‘Add’, while raising its target price to ₹450 per share from ₹430 earlier.
2 min read17 Jun 2026Tata Motors cautions on FY27 growth as war woes weigh on industry
The commercial vehicle major expects single-digit industry growth this fiscal year as geopolitical tensions and rising fuel costs threaten to hurt demand.
3 min read13 May 2026Auto dealers warn of the US-Iran war-driven supply chaos ahead
Though consumer purchasing decisions remain unaffected, auto dealers are urging customers to expedite purchases.
2 min read6 Apr 2026Tata Motors, Mahindra say Indonesia export deal intact after disruption reports
Tata Motors and Mahindra have denied any disruption to their substantial vehicle export orders to Indonesia even as reports claim the deal may be put on hold
2 min read3 Mar 2026Will ECC be scrapped? Nitin Gadkari questions Delhi on green initiatives amid levy charge
Nitin Gadkari questioned the MCD's green initiatives and called for scrapping the Environment Compensation Charge on commercial vehicles. He expressed concern about misuse of funds collected for pollution control and suggested alternative funding from the Delhi govt instead of retaining the levy.
2 min read26 Feb 2026IndusInd Bank bets on small loans and retail deposits for recovery
IndusInd Bank is seeking a fresh start by focusing on its traditional strengths, commercial vehicle and microfinance lending, following a difficult quarter where its loan book shrank by 13%.
2 min read23 Jan 2026Ashok Leyland’s Q2 surprise puts the stock in top gear
Strong exports, improving margins and market-share gains helped Ashok Leyland deliver a better-than-expected Q2, lifting the stock to a 52-week high. But e-bus risks and rail competition still loom.
2 min read14 Nov 2025Tata Motors Q2 Results: Commercial Vehicles arm posts ₹867 crore net loss; revenue at ₹18,585 crore — Details here
Tata Motors Q2 Results: The auto giant's Commercial Vehicles arm posted a ₹867 crore net loss in the July-September quarter of FY2025-26, against a net profit on a year-on-year basis. The company's revenue from operations rose 6% to ₹18,585 crore in the same period.
2 min read13 Nov 2025Tata Motors demerger: With CV business spun off, is the listed automaker's stock worth investing in now?
Tata Motors Demerger: From a fundamental perspective, Prashant Tapse of Mehta Equities finds PV business offering greater upside potential, driven by strong growth levers and strategic positioning in the EV and luxury segments.
4 min read23 Oct 2025Tata Motors demerger: Can JLR weigh on recently-demerged TMPVL stock? BofA's downgrade raises fresh concerns
Tata Motors demerger: SBI Securities said that Tata Motors Passenger Vehicle, the listed entity, remains exposed to the global passenger vehicle industry. JLR contributes 87% to the company’s revenue as of FY25, while the domestic business revenue share is at only 13%.
3 min read16 Oct 2025Wait for it…
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