Top Gainer on NSE/BSE: Tata Motors Shares Soar 17% in 1 Month; Demerger, Q4 Results, and Dividend Awaited

Tata Motors shares have emerged as the top gainer on the NSE and BSE, rising over 17% in the past month, driven by a series of positive developments, including a potential India-UK Free Trade Agreement (FTA), an approved demerger of the commercial vehicle business, and upcoming Q4 FY25 results and dividend announcements. As of May 8, 2025, the stock gained over 3% intraday, following a 5% surge on Wednesday.

Tata Motors Share Price Movement

Tata Motors' share price saw a sharp rise on May 8, rising nearly 3% in early trade to hit an intraday high of Rs. 700 on the NSE. However, the stock later erased some gains and was last seen trading at Rs 686.25, up 0.87% intraday.

Over the past week, Tata Motors stock has delivered 7.58% returns, while in the last 30 trading sessions, the scrip has rallied 16.63%. Despite recent gains, Tata Motors shares have declined 30.29% over the past year, but the long-term performance has been good, as the stock rose about 69% over the last three years and delivered a massive 714% return in five years. The company currently commands a strong market capitalisation of Rs. 2.53 lakh crore.

India-UK Trade Deal and Tata Motors Demerger Fuel Stock Rally

Tata Motors shares have been gaining recently, particularly because two major developments are driving the momentum. First, as per a report by The New York Times, the US may soon announce a big trade deal with the UK. While details are still emerging, this could benefit UK-based companies like Jaguar Land Rover (JLR), which is owned by Tata Motors.

Second, India and the UK have officially signed a Free Trade Agreement (FTA). According to a CNBC report, broking firm Citi believes that this deal could reduce car import taxes by as much as 45%. That means JLR vehicles could become much cheaper in India, making them more attractive to luxury car buyers.

Tata Motors Demerger Update

The company's demerger strategy will result in two separately listed entities, which will be Tata Motors CV business focusing on commercial vehicles and related investments. Tata Motors PV + EV + JLR business brings together all passenger vehicle-related innovations, including electric and autonomous driving technologies. Once implemented, shareholders will receive one share of the newly listed CV entity for every Tata Motors share held.

Tata Motors Q4 FY25 Results & Dividend Outlook Awaited

Tata Motors is expected to announce its Q4 FY25 results in the coming weeks, along with a potential final dividend declaration. With robust domestic demand, export recovery, and an increased focus on EVs and premium vehicles, analysts anticipate stable performance with improving margins.

About Tata Motors

Tata Motors Limited, a part of the USD 150 billion Tata Group, is one of India's largest automobile manufacturers. Headquartered in Mumbai, Tata Motors operates in over 125 countries and has a diverse product portfolio that includes passenger vehicles, electric vehicles (EVs), commercial vehicles (CVs), trucks, buses, and defence vehicles.

The company owns the iconic Jaguar Land Rover (JLR) brand, which designs and manufactures premium luxury vehicles in the UK. Tata Motors has made major strides in the electric vehicle space in India with models like the Nexon EV and Tiago EV and is leading the charge in India's transition to green mobility.