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Strong demand drivers likely to cushion TaMo

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). Photograph: Anushree Fadnavis/Reuters Key Points Fleet utilisation

Auto, ancillary sectors to see strong earnings momentum

Auto, ancillary sectors to see strong earnings momentum

The automobile and auto-ancillary sector is expected to show strong Q3FY26 results, aided by festival-led demand, rationalisation in goods and services tax (GST) rates for select categories of vehicles, easing interest rates, and improving rural sentiment. Photograph: Adnan Abidi/Reuters Brokerages