NSE IPO to create significant value for investors; Tata Motors a strong long-term bet: Dipan Mehta

Expert Dipan Mehta described the upcoming NSE IPO as a significant value-unlocking event for pre-IPO investors, offering transparent price discovery and calling it one of the best fintech plays available, while cautioning about potential earnings volatility from regulatory changes in options trading. On Tata Motors, he termed the recent post-JLR-margin-guidance correction as a buying opportunity, citing attractive valuations, favourable currency, improving domestic PV business, and a strong JLR product pipeline as long-term positives. He advised caution on the broader auto sector near-term due to delayed monsoons, fading base effects, rising input costs, and the EV transition pressuring operating margins.