Tata Motors CV Business Roars Back: Report Predicts Stock Rally, ₹513 Target!

• Tata Motors' Commercial Vehicle (CV) business shows strong recovery after a prolonged downcycle, attracting investor attention.
• InCred Equities report indicates the CV sector's downcycle (April 2024-July 2025) is over, driven by GST cuts and rising freight rates.
• GST reductions on parts cut payback period for small transporters by 4-6 months, fueling double-digit growth in LCV and MHCV segments.
• Brokerage forecasts CV industry volume growth of 10% in FY26 and 16% in FY27, with Tata Motors well-positioned.
• Target price set at ₹513, suggesting a 16% upside, making it attractive for long-term investors despite recent market share dip.

Why It Matters: Tata Motors' CV segment recovery, fueled by market changes and GST cuts, signals a potential stock rally.