Whalesbook
22 January 2026 ko Tata Motors aur Ashok Leyland ke shares mein kaafi badhotri dekhi gayi, jiska mukhya karan Nomura ki positive research thi. Brokerage firm ne commercial vehicle (CV) sector mein strong demand aur tezi se badhte upcycle ko highlight kiya, dono automotive manufacturers ke liye target prices badhaye aur potential investor interest signal kiya.
Tata Motors ke shares, jo uske commercial vehicle operations ko represent karte hain, aur Ashok Leyland ke shares mein 22 January 2026 ko achhi tezi aayi. Yeh surge mukhya roop se Nomura dwara jaari kiye gaye favourable analyst notes ke karan hui, jinhone automotive sector mein investor confidence ko badhaya, khaas kar commercial vehicles ke liye. Tata Motors ke stock mein 4% se zyada ki badhotri hui, jo lagbhag ₹454.8 per share tak pahunch gaya, jabki Ashok Leyland ke shares mein 5% se zyada ki uchhal aayi, jo lagbhag ₹190.8 prati share par trade ho rahe hain, jo ki ek mahatvapurna advance hai.
Nomura ke analysis ne commercial vehicle segment mein ek accelerating upcycle ko underscore kiya. Brokerage ne bataya ki dealer feedback cement, steel, e-commerce, aur automotive manufacturing jaise mukhya udyogon dwara chalayi jaa rahi strong demand ko darshata hai.
Ashok Leyland ke liye, Nomura ne 'Buy' recommendation maintain rakhi aur apna price target ₹216 per share tak badha diya, jo uske pehle ke closing price ₹181.24 se lagbhag 19% se zyada ka potential upside suggest karta hai. Firm Ashok Leyland ko current domestic Medium and Heavy Commercial Vehicle (M&HCV) industry upswing ka seedha faydemandar maanti hai, jismein sudharte freight rates, behtar fleet operator profitability, favourable GST rates, aur purane truck fleet ke karan fleet modernization ki zaroorat jaise factors ka support hai.
Isi tarah, Nomura ne Tata Motors ke CV business par 'Buy' rating ko phir se reiterate kiya, aur uska target price badhakar ₹552 per share kar diya, jo uske pichhle closing price ₹434.85 se lagbhag 27% ke potential appreciation ka implies karta hai. Nomura ko ummeed hai ki Tata Motors ka CV business domestic market mein apni leading position ka fayda uthata rahega, FY26-28 ke liye 10-10% ki healthy year-over-year volume growth aur usi dauran EBITDA margins ka 12-13% range tak expansion forecast karta hai.
Broad commercial vehicle sector ka outlook sakaratmak bana hua hai. Citi ke analysts suggest karte hain ki jabki GST reductions ke baad price adjustments ka direct impact commercial vehicles par passenger cars ya two-wheelers ki tulna mein kam ho sakta hai, goods demand mein overall increase industry ke liye ek mahatvapurna sakaratmak driver banne wala hai.
Yeh nirantar demand infrastructure development, e-commerce logistics networks ka vistar, aur purane commercial vehicles ke liye ek dhire-dhire replacement cycle dwara supported hai. Indian CV market apne cyclical nature ke liye jaana jaata hai, aur current indicators growth ke ek robust phase ka sujhav dete hain.
22 January 2026 tak, Tata Motors (consolidated) ki market capitalization lagbhag ₹1.4 trillion thi, jiska trailing twelve-month (TTM) Price-to-Earnings (P/E) ratio lagbhag 28x tha. Ashok Leyland ki market capitalization lagbhag ₹56,000 crore thi, jiska TTM P/E ratio lagbhag 35x tha.
22 January ko dono companies ke liye dekhe gaye elevated trading volumes positive brokerage reports ke baad strong investor participation ka sujhav dete hain.
Tata Motors ya Ashok Leyland se koi bhi mahatvapurna regulatory disclosures jo is specific market sentiment ko seedhe prabhavit karti hain, pichhle saat dinon ki official filings mein pehchani nahi gayi hain.