Tata Motors has received approval for a significant loan guarantee in the UK, achieved a notable market position in India, and experienced a surge in its stock price.

UK Approves £1.5 Billion Loan Guarantee for Jaguar Land Rover

The UK Business Secretary has given the green light to a £1.5 billion loan guarantee for Tata Motors' subsidiary, Jaguar Land Rover (JLR). This approval comes as a boost for the Indian automotive giant's British luxury car unit, despite reported concerns from the civil service regarding the guarantee.

This substantial commitment from the UK government is likely aimed at safeguarding jobs and fostering innovation in the sector, particularly as the industry navigates the transition towards electric vehicles. The loan guarantee could provide a significant financial cushion for JLR, potentially enabling it to secure more favorable lending terms and free up capital for investments in research and development, especially in areas such as electric and autonomous vehicles.

The approval underscores the strategic importance of JLR to both Tata Motors and the UK automotive landscape. As the industry continues to evolve, this financial support could play a crucial role in JLR's future plans and competitiveness in the global luxury car market.

Tata Motors Reclaims No. 2 Position in India's Passenger Vehicle Market

In another significant achievement, Tata Motors has overtaken Hyundai Motor India and Mahindra & Mahindra to secure the second position in India's passenger vehicle market in September. The company recorded 40,594 PV registrations, marking a 28% increase from 31,581 units in the previous year.

The rankings for the month showed:

Tata's growth was driven by strong sales of SUVs including Nexon, Punch, and Harrier, along with electric vehicles like Nexon EV, Tiago EV, and Punch EV, which contributed 13-15% of total volumes. The company's EV registrations more than doubled to 15,040 units from 6,210 units last year, maintaining an estimated 70% share of the mass EV market.

The September performance was influenced by seasonal factors including early Navratri festivities and recent GST cuts on small cars.

Tata Motors Stock Surges on Demerger Completion and Strong Q2 Sales Growth

Tata Motors shares surged nearly 3% to an intraday high of ₹739.70, leading Nifty 50 gainers. The stock has gained 13% from its September 25 low of ₹655.30. On October 1, the company completed its demerger, splitting commercial vehicles and passenger vehicles/EV operations into separate entities - TML Commercial Vehicles Ltd and Tata Motors Passenger Vehicles Ltd. Shareholders will receive one share of the new CV entity for every existing share held, with October 14 as the record date.

The company reported strong quarterly performance with passenger vehicle sales growing 10% year-on-year to 144,397 units compared to 130,753 units in the same period last year. Commercial vehicle sales reached 94,681 units versus 84,281 units in the previous year's quarter.

Subsidiary Jaguar Land Rover faced production halts due to a cyberattack in September but announced partial production restart. JLR is securing £3.5 billion in loan commitments, adding to the £1.5 billion loan guarantee from the UK government.

These developments highlight Tata Motors' strengthening position both in its home market of India and in the global automotive industry through its JLR subsidiary. The company's ability to leverage these opportunities may further strengthen its market position and drive innovation in the coming years.

Tata Motors , India's largest commercial vehicle manufacturer, has made significant moves to strengthen its position in the logistics technology sector and expand its global footprint. The company has announced two major developments: a fresh investment in Freight Tiger and the establishment of a new subsidiary in the Netherlands.

₹120 Crore Investment in Freight Tiger

Tata Motors has invested an additional ₹120.00 crore in Freight Commerce Solutions Private Limited, known as Freight Tiger, through a subscription of Series C Compulsorily Convertible Preference Shares (CCPS). This investment builds upon Tata Motors' earlier investment of ₹150.00 crore in October 2023, bringing the total investment to ₹270.00 crore.

In addition to the CCPS subscription, Tata Motors has also acquired 49,500 equity shares in Freight Tiger through a secondary purchase from existing shareholders for approximately ₹14.00 crore. Following these transactions, Tata Motors is expected to hold a 42%-46% stake in Freight Tiger on a fully diluted basis upon conversion of the Series C CCPS.

TV Swaminathan, Vice President & Head of Digital Business at Tata Motors Commercial Vehicles, stated, "With this investment, we're not just funding technology - we're fundamentally reimagining logistics through artificial intelligence. Freight Tiger's advanced AI capabilities will create India's first truly integrated logistics ecosystem."

The fresh funding will accelerate Freight Tiger's development of AI-powered solutions to enhance operational efficiency, provide actionable business intelligence, and streamline back-office workflows in the freight industry.

New Subsidiary in the Netherlands

In a separate development, Tata Motors has incorporated a new wholly-owned subsidiary named TML CV Holdings B.V. in the Netherlands. This subsidiary was established on September 29, 2025, through TML CV Holdings Pte. Limited, which is itself a wholly-owned subsidiary of Tata Motors.

The new Dutch entity has been incorporated as a holding company with the primary objective of participating in managing and administering participations and interests in businesses, legal entities, and companies. TML CV Holdings Pte. Ltd will hold EUR 1.00 in TML CV Holdings B.V as initial paid-up capital.

This move appears to be related to Tata Motors' previously announced plans regarding the proposed acquisition of Iveco Group NV, suggesting a strategic positioning for potential European operations.

These developments underscore Tata Motors' commitment to enhancing its digital capabilities in the logistics sector and expanding its global presence, particularly in Europe. The company continues to focus on innovative solutions and strategic investments to strengthen its position in the commercial vehicle and mobility solutions market.