27 May 2026
Tata Motors EV bookings jumped 25-30% since the West Asia crisis began in March 2026.
4 retail fuel hikes in 10 days seems to have accelerated the consumer shift to EVs. Monthly output of Tata Motors is ~10,000 EVs; company plans to scale to 15,000 in 3-4 months. Tata Motors market share slipped to ~40% in FY26, from around 55% in FY25.