Earlier in FY20, the benchmark Sensex tanked 23.8 per cent due to the outbreak of the Covid-19 pandemic, while the Nifty 50 crashed 26.03 per cent.
Tata Motors Passenger Vehicles (PV) shares declined 5 per cent after JLR temporarily halted production at its Solihull plant in the UK
If the current geopolitical situation persists that results in supply chain disruptions and firm commodity prices, CLSA expects 30-40 per cent cuts to auto sector's FY27 earnings.
The latest recommendations by the Parliamentary Committee on EV policy reforms (PM E-DRIVE) could boost Tata Motors, M&M, Ather, and Sona BLW, said analysts at Nomura
Among others, Bharat Forge, TVS Motor, and Tata Motors Passenger Vehicles slipped over 3 per cent
Auto stock: Individually, among others, Hero MotoCorp, TVS Motor Company, Samvardhana Motherson International, Sona BLW Precision Forgings, Uno Minda, and Ashok Leyland climbed over 3 per cent
On the positive side, the CV demand outlook from Volvo Group, Elara said, has been upgraded, with the company now expecting growth of 2.9 per cent in Europe and 2.7 per cent in the US in CY26
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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.
At 10:51 AM; the BSE Auto index was the top gainer among sectoral indices, up 2 per cent, as compared to 0.07 per cent rise in the BSE Sensex.
Stellantis and Tata Motors Passenger Vehicles marked 20 years of their joint venture by signing a fresh MoU to explore deeper collaboration across manufacturing, engineering and supply chains
Tata Motors Passenger Vehicles and JLR have begun operations at a Rs 9,000 crore plant in Panapakkam, positioning Tamil Nadu as a key node in Jaguar Land Rover's global manufacturing network
Tata Motors Q3FY26 results: Analysts stay cautiously positive as India PV growth improves, JLR outlook stabilises. Targets range ₹310-₹460.
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According to Axis Securities, the moderation in reciprocal tariffs to 18 per cent represents a meaningful tailwind for Indian automobile exporters, particularly auto component manufacturers
Tata Motors PV reported total sales of 71,066 units in January 2026, up 47.1 per cent from 48,316 units in January 2025, according to the exchange filing
Auto stocks in focus: ICICI Securities see limited impact of likely lower EU import tariffs on Indian Auto OEM space which is steadily progressing to clock ~45 lakh units' sales volume in FY26E.
As per media reports, the US government has a announced 10% tariff on the European Union and the UK, effective from February 1, 2026.