Tata Motors has initiated a significant top-level management overhaul as it prepares for its much-anticipated demerger, aimed at separating its electric vehicle (EV) and internal combustion engine (ICE) businesses into distinct entities. The move, announced on September 26, 2025, is part of the company’s long-term strategy to unlock value, sharpen operational focus, and align leadership with future mobility goals.
The reshuffle includes the appointment of new CEOs for both divisions, a reconstitution of the executive committee, and the creation of dedicated verticals for EV innovation, global partnerships, and digital transformation. According to sources within the Tata Group, the demerger is expected to be completed by mid-2026, subject to shareholder and regulatory approvals.
Natarajan Chandrasekaran, Chairman of Tata Sons, said, “This leadership transition is designed to empower both businesses with autonomy, agility, and accountability. The future of mobility is electric, but the ICE business remains critical for scale and reach. We are building two champions under one legacy.”
Tata Motors Management Reshuffle – Key Appointments
| Position | Executive Appointed | Division / Role Focus |
|---|---|---|
| CEO – EV Business | Shailesh Chandra | Tata Passenger Electric Mobility |
| CEO – ICE Business | Rajendra Petkar | Tata Commercial & Passenger Vehicles |
| Chief Strategy Officer | Anurag Mehrotra | Group-wide transformation |
| CTO – EV Innovation | Dr. Praveen Kumar | Battery tech, software integration |
| Head – Global Partnerships | Ruchika Batra | JV, alliances, overseas expansion |
| Chief Digital Officer | Sandeep Batra | AI, connected mobility, analytics |
The restructuring comes at a time when Tata Motors is riding high on its EV momentum, with models like the Nexon EV, Punch EV, and Tiago EV capturing significant market share. The company has also announced plans to launch three new electric SUVs by 2026 and expand its EV charging infrastructure across Tier-2 and Tier-3 cities.
Meanwhile, the ICE business continues to dominate in commercial vehicles, with Tata Motors holding over 40% market share in trucks and buses. The demerger will allow both units to pursue tailored strategies, raise capital independently, and respond faster to market dynamics.
Tata Motors – Strategic Demerger Objectives
| Objective | EV Division Focus | ICE Division Focus |
|---|---|---|
| Capital Allocation | R&D, battery plants, software | Manufacturing, logistics, exports |
| Brand Positioning | Sustainability, innovation | Reliability, scale, affordability |
| Investor Targeting | ESG funds, tech investors | Value investors, infra funds |
| Operational Autonomy | Agile product cycles | Cost optimization, fleet services |
| Market Expansion | Urban, global EV markets | Rural, commercial transport |
Industry analysts have welcomed the move, calling it a “value unlocking exercise” that could lead to better investor visibility and operational efficiency. “Tata Motors is future-proofing its business. The EV and ICE markets have different growth curves, and this separation will allow sharper execution,” said Dr. Radhika Menon, auto sector analyst at CRISIL.
The company has also confirmed that the demerger will not affect employee contracts or customer service channels. Existing dealerships will continue to operate under the Tata Motors brand, with backend systems being upgraded to support dual business models.
Social media platforms and investor forums have responded positively to the announcement, with hashtags like #TataMotorsDemerger, #EVLeadership, and #FutureOfMobility trending across auto and business communities.
Public Sentiment – Social Media Buzz on Tata Motors Reshuffle
| Platform | Engagement Level | Sentiment (%) | Top Hashtags |
|---|---|---|---|
| Twitter/X | 2.3M mentions | 82% optimistic | #TataMotorsDemerger #EVLeadership |
| 2.1M interactions | 78% supportive | #FutureOfMobility #TataAutoStrategy | |
| 1.9M views | 85% inspired | #GreenDrive #AutoTransformation | |
| YouTube | 1.7M views | 80% analytical | #TataMotorsExplained #EVvsICE |
The demerger is expected to be executed through a mirror shareholding structure, where shareholders of Tata Motors will receive proportionate shares in the new EV entity. The company is also exploring a potential listing of the EV business on the Indian stock exchanges by FY27, depending on market conditions.
Tata Motors’ recent financial performance has shown strong recovery, with EV sales growing 45% year-on-year and commercial vehicle exports rising 12%. The company has also reduced net debt and improved EBITDA margins across both divisions.
Tata Motors – Financial Performance Snapshot (FY23–FY25)
| Metric | FY23 | FY24 (Est.) | FY25 (Projected) |
|---|---|---|---|
| Total Revenue | ₹3.2 lakh crore | ₹3.5 lakh crore | ₹3.8 lakh crore |
| EV Sales Volume | 48,000 units | 70,000 units | 1 lakh units |
| Commercial Vehicle Exports | ₹8,200 crore | ₹9,100 crore | ₹10,500 crore |
| Net Debt | ₹42,000 crore | ₹35,000 crore | ₹28,000 crore |
| EBITDA Margin | 11.2% | 12.5% | 13.8% |
As Tata Motors enters a new chapter in its corporate journey, the management reshuffle and planned demerger signal a bold pivot towards future-ready mobility. With dedicated leadership, focused capital deployment, and a dual-brand strategy, the company aims to redefine its role in India’s automotive transformation.
Disclaimer: This article is based on publicly available company statements, verified media reports, and financial disclosures. It does not constitute investment advice or corporate endorsement. All quotes are attributed to public figures and institutions as per coverage. The content is intended for editorial and informational purposes only.
