Tata Motors PV
India PV share surged from 5% to 13%+. GST cuts, premiumisation & EV scaling drive margin expansion toward 4–5%. SOTP valuation implies ~53% upside. JLR re-rating adds optionality.
Day: December 10, 2025
India PV share surged from 5% to 13%+. GST cuts, premiumisation & EV scaling drive margin expansion toward 4–5%. SOTP valuation implies ~53% upside. JLR re-rating adds optionality.