INDIA MARKET LENS
◆ MixedEnergy Transition

One-fourth of cars sold by Tata Motors Passenger Vehicles are now EVs

Tata Motors set out an expansion in an energy transition development.

25 Sept 2026 · Business Today Mkts

India’s biggest electric car maker has ramped up its EV capacity from 8,000 units a year ago to over 16,000 units currently.

The shift to renewables is redrawing which energy names are structural winners versus stranded.

For Tata Motors, the question is how much of this is already reflected in the price and how much re-rates the auto peer set alongside it.

  • The company directly in focus is TATAMOTORS.
  • Sector exposure: Auto.