Tata Motors Share Price NSE BSE: Latest News, Demerger Impact, and EV Growth Outlook 2025

🚗 Tata Motors Share Price NSE BSE: Analyzing the Latest Moves and Market Sentiment

Tata Motors — one of India’s most trusted automobile giants — continues to dominate investor discussions in 2025. With its stock listed on both the NSE (National Stock Exchange) and BSE (Bombay Stock Exchange), the company’s recent strategic decisions, including its demerger plan, EV investments, and the Jaguar Land Rover (JLR) cyberattack, have significantly influenced its share price trajectory.

Let’s take a detailed look at what’s driving Tata Motors share price on NSE and BSE, the latest corporate developments, and what experts predict for the months ahead.

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📊 Current Status: Tata Motors Share Price on NSE and BSE

As of mid-October 2025, Tata Motors share price has experienced high volatility following the announcement of its structural reorganization. On the NSE, the stock hovers around the ₹780–₹800 mark, while on the BSE, it trades in a similar range with minor variations due to market liquidity.

In early 2025, Tata Motors had touched a peak of around ₹1,200, but the stock corrected by nearly 40% as investors reacted cautiously to boardroom reshuffles, macroeconomic pressure, and supply chain disruptions at JLR. (Tata Motors Share Price NSE BSE)

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🧩 The Demerger Factor: Splitting Passenger and Commercial Arms

One of the biggest headlines shaping Tata Motors’ share performance is its demerger, where the company separated its Passenger Vehicle (PV) and Commercial Vehicle (CV) businesses.

Why It Matters:

• The demerger aims to unlock value by allowing each division to focus on distinct strategies — PV for electric mobility and consumer vehicles, CV for logistics and fleet innovation.
• According to Nomura, both arms hold nearly equal enterprise value, signaling strong fundamentals on both sides.
• However, analysts warn of short-term volatility, as investors reassess earnings potential and balance sheet adjustments post-split.

This restructuring mirrors Tata Group’s broader strategy to streamline business verticals and align them with global market trends. (Tata Motors Share Price NSE BSE)

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⚡ Tata Motors and the EV Revolution

Tata Motors is not just another legacy carmaker — it’s the front-runner in India’s electric vehicle race. With the success of models like Nexon EV and Tiago EV, the company plans to invest ₹35,000 crore (~$4 billion) over the next five years to scale its electric lineup.

Future Plans Include:

• Launch of new EV models across SUV and compact car segments.
• Establishing dedicated EV production facilities in Gujarat and Tamil Nadu.
• Collaborations with Tata Power and Tata Chemicals to build a full EV ecosystem — from charging stations to lithium battery manufacturing.

Analysts expect this electric momentum to drive long-term share growth, as global investors increasingly favor sustainable automobile portfolios. (Tata Motors Share Price NSE BSE)

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🏭 JLR Cyberattack & International Market Challenges

The UK-based luxury arm Jaguar Land Rover (JLR) faced a major cyberattack in 2025, disrupting production and dealer systems for weeks. This directly impacted Tata Motors’ consolidated revenues and global sales momentum.

• UK dealership group Vertu Motors reported a loss of nearly £5.5 million due to the cyber outage.
• Production delays affected premium models like Range Rover and Defender, temporarily hurting exports.

Despite the setback, Tata Motors has assured investors that data recovery and system security upgrades are nearly complete. Experts believe the recovery phase could restore stability in the upcoming quarters.

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💰 Market Sentiment and Analyst Opinions

Market analysts remain divided on Tata Motors’ near-term trajectory.

Positive Outlook:

• Brokerage houses like Motilal Oswal and ICICI Direct maintain a “Buy” rating, citing EV growth and improved profitability post-demerger.
• The Iveco acquisition is expected to give Tata Motors a global edge in commercial vehicle technology.

Cautious Outlook:

• Nomura and CLSA have warned of earnings uncertainty in FY2026 due to integration challenges.
• The 42% price correction has raised concerns over investor confidence amid boardroom changes.

However, most experts agree that Tata Motors remains structurally strong, with a balanced mix of domestic and international revenue streams. (Tata Motors Share Price NSE BSE)

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🏦 Government & Policy Perspective

The Indian government’s strong push for electric mobility and local manufacturing plays directly in Tata Motors’ favor.

• Under the FAME-II (Faster Adoption and Manufacturing of Hybrid and Electric Vehicles) scheme, EV manufacturers get financial incentives and tax benefits.
• Tata Motors is one of the largest beneficiaries, with multiple EV projects qualifying under the program.

Additionally, state-level incentives in Maharashtra and Tamil Nadu have encouraged the company to expand its green manufacturing footprint, aligning perfectly with India’s Net Zero 2070 goal. (Tata Motors Share Price NSE BSE)

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🔮 Future Outlook: Where is Tata Motors Heading?

Tata Motors’ long-term story remains compelling despite short-term turbulence. The company’s aggressive EV expansion, strategic acquisitions, and global reach through JLR position it as a key player in the global mobility revolution.

Potential Share Price Drivers Ahead:

• Successful listing or valuation of demerged units (PV & CV).
• EV export success in Europe and Southeast Asia.
• Stabilization of JLR operations and profitability.
• Continued support from government EV initiatives.

If Tata Motors continues to deliver on its EV roadmap, many analysts expect the share price to reclaim ₹1,000+ levels in the medium term. (Tata Motors Share Price NSE BSE)