Tata Motors shares surge after Sept sales rise 19%, Q2 up 12%

Shares of Tata Motors were on a steady rise on Wednesday, October 1, in anticipation of the automaker's sales report for September 2025. Shares were up over 5% by the time it reported 19% year-on-year growth in overall sales for the month and 12% Q2 growth. 

Shares closed ₹718 apiece, up 5.56% or ₹37.80 from the day's opening.

The company said September recorded the highest sales in FY26 so far and bookings doubled in the latter half of the month after GST reforms were announced. 

The month also marked

the highest monthly sales of passenger vehicles including electric vehicles (EV) with sales of 60,907 units, a 47% year-on-year growth. Sale for the second quarter rose by 10% year-on-year.

Sale of EVs surged over 96% year-on-year to 9,191 units, up from 4,680 units last September.

Besides Passenger Carriers, all other segments of commercial vehicle such as Intermediate and Light Commercial Vehicles (13%), Heavy Commercial Vehicle (6%), and Small Commercial Vehicle Cargo and Pickup (30%) saw healthy rise in sales in September 2025 compared to the same month last year. 

The company sold a total of 35,862 units of commercial vehicles in September 2025, up by 19% from 30,032 units in the same month last year. Sales for the second quarter also mirror similar growth. Tata Motors sold 94,681 units during the second quarter of the financial year, up 12% from 84,281 units in FY25.   

Girish Wagh, Executive Director of Tata Motors said, “Q2 FY26 was a mixed quarter for the commercial vehicles industry, start marked by subdued market conditions and ending with a promising resurgence in demand."

He added that despite slow sale during the monsoon season, the latest GST overhaul and festive season uplifted buyer sentiments. "The onset of the festive season and lower GST rates from late September brought a good recovery in sales, bookings and sentiment," Wagh said in a statement.

Tata Motors said it enhanced product availability, sharpened pricing strategy, and intensified market activations to capitalise on the opportunity.

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