Autoline wins Tata Motors PV order expected to add ₹100 crore in annual revenue

Autoline Industries will supply SUV components for Tata Motors Passenger Vehicles’ ICE and electric models. Supported by its Sanand manufacturing network, the programme is expected to add about ₹100 crore in annual revenue after ramp-up, subject to Tata Motors’ production schedules.

— Source publishedThu, 3 Sept, 2026, 14:07 IST·First seen Thu, 3 Sept, 2026, 14:50 IST·Source NDTV Profit

What happened

Autoline Industries won a Tata Motors Passenger Vehicles order to supply SUV components for ICE and electric models. The programme, supported by its Sanand

Key facts

  • Approximately Rs 100 crore annual incremental revenue
  • Autoline shares rose as much as 15.97% to Rs 98.49
  • Shares were up 12.11% at Rs 95.20 at 2:05 pm
  • Autoline market capitalisation: Rs 415.5 crore
  • 52-week share-price range: Rs 48.35 to Rs 104

Why this matters

The order deepens Autoline’s Tata Motors relationship and strengthens its credentials as a supplier across ICE and EV platforms.

What to watch

  • Tata Motors Passenger Vehicles production guidance, especially SUV and EV volume forecasts.
  • Announcement of the specific vehicle platforms, start-of-production dates and component categories covered by the order.
  • Autoline quarterly revenue growth, Sanand plant utilisation and segment-level operating-margin movement.
  • Capex, working-capital and tooling expenditure disclosures tied to the programme.
  • Tata’s model-launch schedule, EV adoption trend and any production disruptions at Gujarat/Sanand-area facilities.
  • Evidence of order expansion, additional Tata nominations or comparable wins from other OEMs.
  • Commission or expand Sanand capacity, tooling and quality-validation lines aligned with Tata’s programme milestones.
  • Increase procurement planning for steel, stampings, fabrication inputs and supplier capacity to protect launch readiness.
  • Seek multi-year pricing, raw-material pass-through and tooling-recovery terms to preserve contribution margins.
  • Use the Tata nomination as a reference to pursue additional EV, SUV and platform-sharing orders from other OEMs and Tier-1 suppliers.
  • Disclose order tenure, start-of-production timing, capex requirement and expected margin profile as investor attention shifts from order value to execution.