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3 months ago

Duration: 0h 5m 15s

Strong demand drivers likely to cushion TaMo

Name: Strong demand drivers likely to cushion TaMo
Uploaded: 2026-01-31T13:04:52+00:00
Duration: 5 min 15 s
Channel: Rediff Video Desk
Description: A pickup in freight rates, rising fleet utilisation and a long-awaited replacement cycle are breathing fresh life into India's commercial vehicle (CV) market, strengthening the investment case for Tata Motors' CV arm (TMCV).Despite a broadly steady December quarter (Q3) performance, brokerages remain divided on whether the upswing is strong enough to offset margin pressures.

A pickup in freight rates, rising fleet utilisation and a long-awaited replacement cycle are breathing fresh life into India's commercial vehicle (CV) market, strengthening the investment case for Tata Motors' CV arm (TMCV). Despite a broadly steady December quarter (Q3) performance, brokerages remain divided on whether the upswing is strong enough to offset margin pressures.

Uploaded by: Rediff Video Desk on Sat, 31 Jan 2026 18:34:52 +0530

Views: 86

Tags: Tata Motors, Motilal Oswal Research, GST, Nomura, FY27, Ebitda, Emkay Research, Emkay Global Financial Services, FY25-28, TMCV, Reuters, Iveco, Anushree, Africa, Saarc, India

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Strong demand drivers likely to cushion TaMo

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