Shares of rose sharply, leading the gainers of pack on Friday, riding investor optimism driven by the company’s recent demerger, Q2FY26 sales, and favourable developments in its key subsidiaries.
The stock soared nearly 3 per cent to an intraday high of 739.70. It has zoomed nearly 13 per cent from the low of 655.30 on September 25, 2025.
At 11 am on Friday, the stock traded flat at ₹719.
Demerger
On October 1, Tata Motors officially initiated its long-anticipated demerger, splitting its commercial vehicles (CV) operations and passenger vehicles / EV (including Jaguar Land Rover) operations into separately listed entities — TML Commercial Vehicles Ltd and Tata Motors Passenger Vehicles Ltd.
As per the composite scheme of arrangement, the shareholders will receive one share of the new CV entity (TMLCV) for every existing share held — a 1:1 entitlement ratio — as on the record date of October 14, 2025.
Auto trends and sales
Tata Motors recorded strong growth (of 10 per cent y-o-y) in passenger vehicle sales for the second quarter of FY26, registering 144,397 units, compared to 130,753 units in the same period last year.
The commercial vehicles sales in the domestic and international market for Q2 FY26 stood at 94,681 units, compared to 84,281 units during Q2 FY25.
JLR Operations
Tata Motors arm(JLR) had been hit by a crippling cyberattack earlier in September, which forced a halt in production and supply chain disruptions.
On Monday, the automaker said it will partially restart production in the coming days. According to a Bloomberg report, JLR is securing £3.5 billion ($4.7 billion) in loan commitments as it continues to grapple with the fallout. This follows the £1.5 billion loan guarantee from the UK government and sought to raise a further £2 billion from banks to shore up its finances during the shutdown, the report read.