Tata Motors After the Split: What's Changed in Its Passenger Vehicle Business? | Deep Drive Podcast

Hormazd Sorabjee and Ketan Thakkar on Tata Motors' passenger vehicle performance, Punch and Nexon volume surges, Sierra supply chain bottlenecks, quality perception fixes, and future hybrid and premium retail roadmaps.

01 Nov 2026 | 1 Views | By Hormazd Sorabjee and Ketan Thakkar

Tata Motors Passenger Vehicles has completed its first full year as an independent, standalone entity following its corporate demerger, expanding 1.6 times faster than the broader industry.

In this episode of the Deep Drive podcast by Autocar India, Hormazd Sorabjee, Editor, Autocar India, and Ketan Thakkar, Editor, Autocar Professional, analyze the passenger vehicle business's operational performance, market share gains driven by sub-four-meter GST benefits, alternate powertrain penetrations, and lingering supply chain bottlenecks.

With monthly retail sales reaching new highs, led by strong demand for models like the Punch and Nexon, alternate powertrains (CNG and EVs) now account for over 50% of the brand's total volumes. We unpack how single-source component shortages impacted the Sierra's ramp-up, how ongoing quality control and service network expansions aim to fix historical perception issues, and how new retail channels like standalone EV outlets are reshaping customer touchpoints.

The discussion also explores Tata's long-term product roadmap, including the upcoming Avinya platform developed using Cherry-JLR mechanicals from China, potential powertrain outsourcing arrangements for hybrids, right-hand drive export strategies, and high-level structural discussions across global automotive partners.

Watch the full conversation here.

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