TATAMOTORS

Tata Motors has seen a strong turnaround, driven by record EV sales in India and robust Jaguar Land Rover performance globally. With its dominance in the Indian EV market, Tata is well-placed to capture early mover advantage. JLR’s luxury SUVs are driving profitability, while Indian passenger and commercial vehicles continue gaining market share. The stock has delivered stellar returns in the past 2 years, but valuation is now catching up. Investors expect momentum to continue with government EV incentives.