"TMPV EV rocket ₹342! 66% market share + Q4 rebound = ₹370 blast! Auto future king!

Company Business & Future Outcomes

TMPV Tata Motors passenger vehicle division focusing premium cars, SUVs, electric vehicles (***** ***** ***** ***** ***** ***** exports significant, domestic EV market leader 66% share. Strategic roadmap ₹18,000 Cr EV expansion with 5 new models by FY30 including Avinya platform, ***** near-term launches, charging infra development targeting 45-50% steady-state EV market share. Management projects revenue CAGR 7.2% p.a., earnings decline 8.6% short-term but recovery through localization, product refreshes, China market adjustments. Analysts bullish targets ₹450+ on EV adoption, Sierra/Avinya catalysts. News Events & Impact Q3FY26 PAT ₹705 Cr (-48% YoY exceptional JLR cyber costs), EBITDA +45% core strength reaffirm, February wholesales +34% YoY, EV sales +57% to 8,385 units leadership intact. ₹18,000 Cr EV roadmap announcement triggered +5% rally positioning as mass-market EV champion. Cyber incident recovery Q4 normalization expected positive. Global Cues & Impact China EV price war battery supply chain pressure, crude volatility indirect input cost impact, Middle East tensions supply disruption risk। Domestic PLI/FAME policy buffer, 66% EV share resilience। Cues neutral-negative short-term. Specific Buy Recommendation Yes, buy ₹340-345: Technical rally intact above 20-SMA with MACD bullish, fundamentals undervalued P/E 1.40x + 66% EV leadership, Q4 13-Apr recovery catalyst 8% upside ₹370 justified। EV mega-trend multibagger setup.