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Tata Motors’ Commercial-Vehicle Arm Lists, Stock Debuts Near ₹335

The split seeks to unlock distinct valuations by isolating the cash-generative trucks unit from the faster-growing PV/EV/JLR franchise.

Overview

  • Shares of the demerged commercial-vehicle company began trading on November 12 on NSE at ₹335 and on BSE at ₹330.25, about 27–28% above the implied value of roughly ₹260–270.
  • The stock is in the trade-for-trade segment for the first 10 sessions with an initial 5% circuit band, and about 368 crore shares of face value ₹2 have been admitted to trading.
  • Shareholders received one CV share for each Tata Motors share held as of the October 14 record date, with shares credited to demat accounts and no capital gains tax triggered on allotment.
  • The demerger took effect on October 1 after NCLT clearance, and the passenger-vehicle company has traded independently since October 14 at around ₹400–₹410.
  • Tata Motors Passenger Vehicles is scheduled to announce its first quarterly results as a standalone company on November 14, providing the next cue for investors.