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Uploaded 2 months ago
Duration: 0h 5m 15s
Strong demand drivers likely to cushion TaMo
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
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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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