TMTata Motors544569Automobile

Discussion on Tata Motors' market share gains and EV sales momentum, with expectations of ending FY27 with strong growth

By ScoutQuest · Mon 28 Sep 2026, 10:47 AM IST · 4 min read

Heard on Live television at 10:47:14 IST.

[10:47:14] be a big phenomena there. But when you go to tier two, tier three cities, this is a big aspirational purchase. You know, people upgrading from a hatch which they which was their first car to this. Uh tremendous excitement in those kind of micro markets. Sate, last time we spoke, you spoke about body styles. Let me speak about the power trains as well. Last time we spoke in the middle of the West Asia crisis, there was a huge increase in inquiries about EVs. Yes. Months after that, today, where do we stand? Do you think that that is sustainable or has that sort of dropped after the in initial sort of inquiries? High range cars coming in, fast charging uh you know, ability of cars to charge fast in shorter times, and the growth of charging infra, greater confidence in electric vehicle as a technology. All these factors in combination is leading to, you know, gravitation towards electric vehicle. Uh so, maybe the mid East Asia crisis might not be a big worry immediately because the uncertainties to to some extent has come down, uh you know, not in terms of that mid East Asia crisis is on, but the fear around fuel prices and all is not as uh pronounced as it was in those times. But uh people still worry that petrol prices are only going to increase in future, so they're more worried about the future. So that element has remained in the mind along with uh, you know, all the other factors which I said, which are more secular, more organic. And therefore, I believe that that shift is sustainable. On top of that, there there there are regulatory forces like cafe and all also coming in, which will act as a push factor also. So, This is going to grow and sustain. You know, Satesh, uh Tata has gained market share when we see the past few quarters. If I would were to ask you, how do you see Tata ending FY27? Uh You know, if I uh let me answer in this way, GST has been a big boost, you know, after which we also started doing well, but we are com going to complete one year. And I would rather see ourselves in one year period, what happened to us. So, clearly we have seen uh nearly two to and a half% market share increase. Um, we have we would be ending this one year period with nearly 750,000 plus sales, which will be significantly higher than what we would have done in the past. Electric vehicle which always we had a dream of selling more than 100,000 1 lakh cars. We would be more close to 125,000 130,000 electric cars sold in the last one year. A well interesting one there in terms of Tata Motors, EV opportunity that they see and how they look to capitalize on that particular opportunity. For the damping, slip into a short break with news that the markets are at the low point of the day. You come back, we'll focus on a couple of stocks that are popping around. Stay with us. [10:50:14] hypotusan petition [10:53:14] [10:56:14] spot the local quarter since the disruption uh of the the straight of Hormuz and as a result the the spot prices have been higher ever since. All in all the street seems to be taking note of all of this. All right, we do have uh LI blenders doing well and we have GE shipping doing well as well. Both of them on the Nomura uh you know notes that have come by. It so appears that the Nomura analyst team was perhaps drinking on the ship. Jack Sparrow, that's what you think of Nigel when you think of you know people drinking on the ship. What are your thoughts? Well put, Manglam, well put, you know. Hopefully. But uh you know, speaking about the ship, the market continues to be in choppy waters, Nigel. Yes, it is wobbling a little bit, but the only good part is that we've recovered a little bit from the lows and that's led by Nifty Bank, which is about 60 70 points uh from, you know, five minutes ago where we saw the Nifty Bank cut uh go to about 1,025 points in losses. Now, it's cut its losses to about 955 points. Yeah, it appears this uh morning sell-off is a little bit excessive, at least by the look of it. But let's see whether or not it is just leverage positions that are getting out of the way. If that's the case, then probably we could be due for a bit of a bounce. But 90, next 90 minutes will be crucial in in case there is evidence of those leverage positions getting knocked off. For the time being, Manglam and myself are done on chartbusters. Stay with us because the team of trading are comes up next. 5 trillion

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