Tata Motors CV acquisition delay won't dent long-term gains: Sudip Bandyopadhyay

Analyst Sudip Bandyopadhyay remains bullish on the Indian auto sector, calling Tata Motors' delayed Iveco acquisition strategically sound for global scale-up through non-overlapping commercial vehicle portfolios and entry into Europe and Latin America. Domestic CV demand stays strong on central and state government procurement, though a possible Q2 geopolitical headwind is expected to fade by Q3. He stays positive on Tata Motors CV, Ashok Leyland, and Bajaj Auto, with Maruti Suzuki and Mahindra & Mahindra positioned to benefit from a well-distributed monsoon lifting rural incomes and entry-level vehicle demand.