3 days ago
Tata Motors Sees Strong Growth in Electric Commercial Vehicles
Tata Motors believes more customers will want its electric commercial vehicles.
These include electric small trucks and electric buses.
The company had more than 3,400 electric vehicle orders in the first quarter of FY27.
It also had about 3,200 electric small-truck units and more than 850 electric bus orders.
A shortage of battery cells imported from China has slowed production of the Intra EV.
Tata Motors says it ordered more cells about two months ago.
It expects the supply problem to be fully fixed by the end of the current quarter.
The company says electric vehicles are becoming cheaper to operate than similar fuel-powered vehicles.
Tata Motors expects electric commercial vehicle demand to remain strong and continue growing.
The company reported more than 3,400 electric commercial vehicle orders across segments in the first quarter of FY27.
Electric small commercial vehicle sales reached about 3,200 units, while more than 850 electric bus orders were in hand.
Imported cell supply bottlenecks from China have affected the Intra EV but are expected to be resolved by the end of the ongoing quarter.
Tata Motors said the total cost of ownership for the Intra and Ace Pro is becoming increasingly attractive compared with ICE vehicles.
- Who
- Tata Motors Ltd and its Managing Director and CEO Girish Wagh.
- What
- Tata Motors expects strong, growing demand for electric commercial vehicles while working to resolve battery-cell supply bottlenecks.
- Where
- The supply issue involves cells imported from China for use in India.
- When
- The outlook was published on August 30, 2026; the company expects the supply bottleneck to be resolved by the end of the ongoing quarter.
- Why
- Demand is increasing, electric vehicles are becoming more attractive on total cost of ownership, and additional tenders are expected under PM-eBus Sewa.
Company Outlook
Operational Constraint
Electric vehicle demand
Company Outlook
Tata Motors says demand for electric commercial vehicles is positive, supported by a strong order book, retail performance of its electric SCV pickup, and expected PM-eBus Sewa tenders.
Operational Constraint
The article does not report a contrary demand forecast, but it notes that higher demand has increased pressure on battery-cell supplies.
Production capacity
Company Outlook
Girish Wagh says Tata Motors' in-house capacity is not a challenge and that the company expects supplies to be fully debottlenecked by the end of the quarter.
Operational Constraint
Cells imported from China have had long lead times, creating a supply bottleneck that has affected the Intra EV.
Key facts
- Company
- Tata Motors Ltd
- Executive
- Girish Wagh, Managing Director and CEO
- Electric CV orders
- More than 3,400 orders across segments in the first quarter of FY27
- Electric SCV volume
- About 3,200 units in the first quarter of FY27, described as more than four times higher
- Electric bus orders
- More than 850 orders in hand
- Supply issue
- Imported battery cells from China have created a bottleneck affecting the Intra EV
- Expected resolution
- Supply is expected to be completely debottlenecked by the end of the ongoing quarter
Quotes
Girish Wagh
Managing Director and CEO of Tata Motors
“The TCO (total cost of ownership) parity of Intra, Ace Pro has become very attractive in comparison to their ICE (internal combustion engine) 'brothers'. Therefore from that perspective, the demand will remain strong and will continue to grow.”
thehindubusinessline.com
“We have placed higher set of orders already around two months back. So, towards the end of this quarter, we should have the supplies completely debottlenecked from the perspective of the demand as we see.”
thehindubusinessline.com
Sources
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