“Mehta is bullish on the commercial vehicle (CV) segment, noting it is in a cyclical upswing supported by improving economic activity and industrial growth. He prefers Ashok Leyland over Tata Motors commercial vehicles for its consistent performance, market share stability, export exposure, and EV positioning, and recommends an overweight position on the broader auto sector including tractors, CVs, passenger vehicles, and two-wheelers.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%