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DEEPAK PAL

8th Jul · SEBI-Registered Analyst

From Nexon to Jaguar Land Rover: Why
TMPV
Offers Two Powerful Auto Themes in One Stock

From affordable Indian SUVs like Nexon and Punch to global luxury brand Jaguar Land Rover (JLR), the company provides exposure to two very different but attractive segments through a single stock. And the latest Q1 FY27 passenger vehicle update shows that the domestic growth engine remains strong. ##Strong Q1 FY27 Performance Production Continues to Rise • Production: 2,34,006 units Vs 2,04,179 units YoY This reflects growing demand and improving production momentum. ##Domestic Sales Stay Healthy • Domestic Sales: 1,46,883 units Vs 1,19,702 units YoY Despite a competitive market, Tata Motors continues to maintain strong traction in the passenger vehicle segment. ##Export Demand Improves • Exports: 50,371 units Vs 40,503 units YoY ##Why

TMPV
Is Unique Growth Story #1: India's Affordable SUV Boom India is rapidly becoming an SUV-focused market. • Punch • Nexon • Curvv • Harrier • Safari ##Growth Story 2: Global Luxury Exposure Through JLR At the same time, Tata Motors owns Jaguar Land Rover, giving investors exposure to: ##Market View The latest numbers indicate that demand for Tata's passenger vehicles remains healthy despite industry competition. Strong domestic sales, improving exports and rising production of Nexon and Punch suggest that the company continues to gain from India's SUV revolution.
TMPV
ONOTHER AUTO STOCKS THAT ONE CAN FOCUS
BAJAJ-AUTO
MARUTI
MINDACORP
UNOMINDA

#WatchOutFor#EquityResearch#FundamentalViews#TrendingSectors#SectorBreakouts
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