Primer: Tata Motors (TTMT IN) - Nov 2025
Strategic Demerger to Unlock Value: Tata Motors is undergoing a significant demerger, separating its Commercial Vehicles (CV) and Passenger...
305 Views
SENSEX Index Rebalance Preview: Tata Motors OUT; Indigo IN; Grasim - Dark Horse
Following the demerger of the Commercial Vehicle business, Tata Motors could be deleted from the index. Indigo is the highest ranked non-member;...
846 Views
Domestic Auto Demand Remains Strong; Global Uncertainty Warrants Caution
In the long term, we prefer Eicher Motors in 2W, M&M (non-coverage) as a play in the PV/LCV/Tractor segment, followed by Maruti in PVs.
115 Views
India: No Rate Hike in FY27, as Growth Slows a Tad and CAD Widens to 1% of GDP
RBI maintains policy rate, focuses on attracting foreign inflows to debt markets. With Services growing 9%, RGDP to grow 7.3% in FY27, as...
130 Views
Thematic Report- India Auto: The Great Capex Reset
India's top auto OEMs set to invest INR 40,000 crore in FY27, focusing on EVs, software-led vehicles, and premium models. Investors should monitor...
138 Views