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Tata Motors CEO says India growth story will outweigh West Asia war impact on CV demand in long term
positive
ET Markets - Industry 16d ago

Tata Motors CEO says India growth story will outweigh West Asia war impact on CV demand in long term

Tata Motors anticipates short-term headwinds for commercial vehicle demand due to West Asia war-induced diesel price hikes. However, MD & CEO Wagh remains optimistic, citing India's strong macro-economic growth as a long-term driver for increased road freight and commercial vehicle demand. He also highlighted government initiatives like electrification incentives as positive factors for the industry's future.

FELFELDVRLTGILTBEESTATATECHTMCVTMPVZFCVINDIAAutomobile and Auto ComponentsCapital Goods
Stocks to buy in 2026 for long term: Tata Capital, Tata Motors among 5 stocks that could give 10-20% return
positive
ET Markets - Stocks 16d ago

Stocks to buy in 2026 for long term: Tata Capital, Tata Motors among 5 stocks that could give 10-20% return

We have collated a list of recommendations from top brokerage firms from ETNow and other sources

AKCAPITCPCAPLTGILTBEESSDL26BEESTATACAPTATATECHTMCVTMPVAutomobile and Auto ComponentsCapital Goods
Tata Motors shares jump 5% on strong growth guidance. What are Nomura, other brokerages saying?
positive
ET Markets - Stocks 17d ago

Tata Motors shares jump 5% on strong growth guidance. What are Nomura, other brokerages saying?

Tata Motors shares rose after outlining strong growth targets, including margin expansion and cash flow improvement. Brokerages remain divided, with JM Financial bullish, while Nomura and Motilal Oswal stay cautious on near-term demand and margins. Long-term outlook remains supported by infrastructure growth, CV demand recovery and digital and EV initiatives.

JMFINANCILLTGILTBEESMOALPHA50MOBANK10MOCAPITALMODEFENCEMOENERGYMOGOLDMOGSECMOHEALTHMOINFRAMOIPOMOLOWVOLMOM100MOM50MOMENTUM50MOMGFMOMIDMTMMOMNCMOMOMENTUMMON100MON50EQUALMONEXT50MONIFTY100MONIFTY500MONQ50MOPSEMOQUALITYMOREALTYMOSERVICEMOSILVERMOSMALL250MOTILALOFSMOTOURMOVALUETATATECHTMCVTMPVTNIDETFAutomobile and Auto ComponentsCapital Goods
Tata Motors PV's Ambitious FY31 Roadmap Fails To Impress Brokerages — Check Targets, Outlook
positive
NDTV Profit 17d ago

Tata Motors PV's Ambitious FY31 Roadmap Fails To Impress Brokerages — Check Targets, Outlook

Tata Motors Passenger Vehicles (TMPV) unveiled an ambitious long-term growth roadmap at its Investor Day 2026, with brokerages acknowledging the strength of the strategy but remaining cautious on execution and profitability.

LTGILTBEESTATATECHTMCVTMPVAutomobile and Auto ComponentsCapital Goods
Tech Mahindra leases 4 lakh sq ft office space in Hyderabad
positive
ET Markets - Industry 20d ago

Tech Mahindra leases 4 lakh sq ft office space in Hyderabad

In a major real estate development, Tech Mahindra has secured 4 lakh sq ft of office space in Hyderabad with a 10-year lease, reinforcing the city's position as a tech hub. This decision reflects the vibrant demand for premium office spaces among technology firms. The company's investment highlights Hyderabad's attractiveness as a primary location for large corporations looking for seamless expansion and reliable long-term occupancy.

ABRELBFINVESTLTGILTBEESM&MPREMIUMRELIABLETECHTECHMTRELZTECHAutomobile and Auto ComponentsFinancial Services
SpaceX shares tumble as post-listing rally cools
positive
CNBC TV18 - Markets 23d ago

SpaceX shares tumble as post-listing rally cools

SpaceX shares fell nearly 9% as investors took profits after the company's blockbuster stock-market debut. The pullback comes after the Elon Musk-led firm briefly surpassed some of the world's biggest tech companies in valuation, even as investors continue to bet on its long-term ambitions in space, AI, and software.

LTGILTBEESRSSOFTWARESATECHTECHZTECHFinancial ServicesInformation Technology
Dipan Mehta sees long-term wealth creation in NSE listing, turns cautious on defence
positive
CNBC TV18 - Markets 23d ago

Dipan Mehta sees long-term wealth creation in NSE listing, turns cautious on defence

Dipan Mehta, Director of Elixir Equities expects the upcoming NSE listing to attract strong investor interest, citing its attractive valuation relative to BSE and long-term growth potential. He stayed upbeat on power transmission stocks like GE Vernova T&D, Hitachi Energy and Siemens, citing strong order books and limited Chinese competition. He turned cautious on defence stocks after their sharp rally, warning of execution risks once geopolitical tensions ease. On Tata Motors, he backed the India business despite Jaguar Land Rover's conservative guidance rattling investors.

3PLANDBSECASHIETFDEFENCEDPELENERGYENRINGKENERGYGROWWPOWERGVPILGVT&DKPELLTGILTBEESOMPOWERPOWERINDIASIEMENSTATAPOWERTATATECHTMCVTMPVWEALTHAutomobile and Auto ComponentsCapital Goods
NEWS
neutral
Business Standard - Markets 24d ago

Infosys rises after partnering with Valmet to modernize IT operations through AI

Infosys rose 1.09% to Rs 1,156.10 after the company announced a strategic, long-term collaboration with Valmet, a global technology leader serving process industries.

GLOBALINFYLTGILTBEESConsumer ServicesFinancial Services
HCLTech’s Sarvam bet signals start of India’s AI growth story: Mayuresh Joshi
positive
CNBC TV18 - Markets 25d ago

HCLTech’s Sarvam bet signals start of India’s AI growth story: Mayuresh Joshi

Mayuresh Joshi, Director of Research at Marketsmith India, said Sarvam's enterprise and agentic AI capabilities can simplify workflows, making HCLTech's investment a strategic move that could prompt more IT firms to pursue similar deals. He expects such investments to create long-term value as AI adoption rises. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

BFINVESTHCLTECHJAROLTGILTBEESVALUEConsumer ServicesFinancial Services
Maharashtra bets bigger on green data centres; expands policy to entire state
positive
ET Markets - Industry 25d ago

Maharashtra bets bigger on green data centres; expands policy to entire state

Maharashtra has significantly expanded its green data centre policy. The state now allows more projects across all regions, not just Mumbai. This move aims to accelerate digital infrastructure investment and meet long-term capacity targets. Incentives like power tariff concessions and subsidies are offered to attract developers. The policy changes are designed to make projects more viable and encourage widespread development.

AGNIALLETECBFINVESTGREENPOWERGVPILLTGILTBEESPOWERMECHRPPINFRACapital GoodsConstruction
Chola Securities sees buying opportunity in metals and cement stocks
positive
CNBC TV18 - Markets 26d ago

Chola Securities sees buying opportunity in metals and cement stocks

Dharmesh Kant, Head of Research at Chola Securities, expects the commodity upcycle to continue for another year despite near-term volatility. He sees any correction in metal prices as a long-term buying opportunity, supported by reconstruction activity in the Middle East and a revival in infrastructure spending in countries such as India. Kant remains positive on metals and prefers Hindalco, Hindustan Zinc, Vedanta, Tata Steel and JSW Steel on declines. He also believes the cement sector has been overlooked and favours large-cap names like UltraTech Cement and Ambuja Cements, while regional players could benefit from improving pricing over the next two to three months. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

AMBUJACEMBFINVESTHINDALCOHINDZINCINDIACEMJAROJKCEMENTJSWCEMENTJSWHLJSWINFRAJSWSTEELLTGILTBEESMETALSALSTEELSTEELCITYTATAINVESTTATASTEELTATATECHULTRACEMCOVEDLConstruction MaterialsConsumer Services
Delayed takeoff: Noida airport begins flight operations today
positive
ET Markets - Industry 27d ago

Delayed takeoff: Noida airport begins flight operations today

The Noida airport opens today with an IndiGo flight to Lucknow. Initially, 12 daily flights will operate, increasing to 40 by July. IndiGo and Akasa begin services this week. Tata group airlines are delayed due to capacity cuts. The airport is built for long-term growth, with confidence in India's traffic recovery.

INDIGOLTGILTBEESTATATECHFinancial ServicesInformation Technology