Tata Motors CV Sales Rise 19% In September, EV Sales Surge 96% To 9,191 Units

Tata Motors reported strong growth in commercial vehicle (CV) sales in September 2025. Total sales stood at 35,862 units, a rise of 19% from 30,032 units a year earlier. The company’s electric vehicle (EV) segment recorded the sharpest increase. EV sales jumped 96% year-on-year to 9,191 units, compared with 4,680 in September 2024.

Segment-Wise Sales

All major CV segments, except passenger carriers, reported growth in September. Sales of small commercial vehicle cargo and pickups rose 30% compared with last year. Intermediate and light commercial vehicles increased by 13% in the same period. Heavy commercial vehicles also contributed, registering a 6% year-on-year rise.

The growth across categories highlights broad-based recovery in demand. EVs continued to show strong momentum, supported by policy incentives and rising adoption. Tata Motors has expanded its EV offerings across multiple use cases. The September sales figures indicate that customers are increasingly shifting to cleaner mobility solutions.

Quarterly Performance

For the second quarter of FY26, Tata Motors sold 94,681 commercial vehicles. This was 12% higher than the 84,281 units sold in the same period last year. The quarterly trend mirrors the momentum seen in September. The company attributed this to improved availability, sharper pricing, and stronger market activations.

The recovery was notable considering the slow demand seen earlier in the monsoon season. The company benefited from improving sentiment in September. The festive period and revised GST rates provided a further boost. Overall, the second quarter ended on a stronger note than it began.

Management Commentary

Girish Wagh, Executive Director of Tata Motors, described the quarter as a mixed one for the CV industry. “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 said. He noted that the company’s proactive measures helped capture the upturn.

Wagh added that lower GST rates introduced in late September supported recovery. “The onset of the festive season and lower GST rates from late September brought a good recovery in sales, bookings and sentiment,” he said. Tata Motors focused on aligning its supply chain and pricing strategy to capitalise on demand.

Strategic Focus

The company said it improved product availability across regions during the quarter. Pricing strategies were refined to match customer expectations and drive conversions. Tata Motors also intensified market activations to connect with buyers more effectively. These measures strengthened its ability to respond quickly to changing market conditions.

The company is expected to continue investing in expanding its EV product line. Strong EV growth highlights opportunities in urban transport and fleet adoption. The second quarter performance shows resilience in both traditional and electric vehicle categories. Tata Motors remains focused on balancing growth across segments while managing cyclical demand patterns.

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Conclusion

Tata Motors posted a 19% rise in CV sales in September, supported by robust growth across multiple segments. EV sales nearly doubled year-on-year, underscoring rising adoption of cleaner mobility. Quarterly performance also reflected steady improvement despite initial weakness. With festive demand and GST reforms boosting sentiment, the company enters the second half of FY26 with positive momentum.

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