BSE Auto Sector Regulatory Filings — October 12, 2026

Definitive Agreement with Stellantis converts the February 2026 MoU into a product technology and vehicle architecture collaboration for FIAPL-built vehicles; positive sentiment, materiality 5/10, but no deal value or revenue impact disclosed

Q2 and H1 FY27 results board meeting on 28 October 2026 is the next hard data point; no figures in the filing, so the signal is neutral until results are published

CCI matter hearing of 02 November 2026 will not proceed and no replacement date is set; neutral sentiment, materiality 4/10, extends regulatory uncertainty without a new adverse finding

NCLAT hearing on the CCI matter, originally listed for 02 November 2026, is postponed with the new date to be notified later; this is the second disclosure on the matter after 28 September 2026, indicating an unresolved, prolonged proceeding

The Stellantis agreement discloses no financial terms, deal value, or quantified revenue impact, so the economic benefit and any capital or licensing commitments cannot be assessed

Expanded reliance on the 50:50 FIAPL joint venture with Stellantis for India-built vehicle architecture concentrates product and export dependence (Japan and South Africa) in a single partnership structure

Access to Stellantis for vehicle architecture and product technology, with FIAPL's in-house engines, transmissions and traction motors plus existing Japan and South Africa export channels, could broaden utilisation of Indian capacity; quantification awaits disclosure

Board approval of standalone and consolidated unaudited results on 28 October 2026 creates a dated catalyst for reassessing volume, margin and cash-flow trends against prior quarters

With the CCI hearing deferred and no new date, a future ruling could resolve the overhang; investors may be able to position ahead of a clearer outcome, though the timing is currently indeterminate

TMPV's agreement with Stellantis and its February 2026 MoU reflect a pattern of Indian OEMs using global partners for architecture and technology rather than wholly in-house development, with the 50:50 FIAPL joint venture as the vehicle; implication is lower capex but higher dependence on partner roadmaps

Maruti's CCI proceeding continues to slip through NCLAT scheduling, illustrating that competition-law exposure in the sector can extend over many months without resolution; investors should price in timeline risk rather than binary outcomes

TMPV's rename from Tata Motors Limited effective 13 October 2025 under an NCLT-sanctioned composite scheme shows continued restructuring of Tata's auto business into separately listed passenger-vehicle entities, which can affect index, disclosure and valuation comparisons

Board meeting on Wednesday, 28 October 2026 to approve unaudited standalone and consolidated results for the quarter and half year ended 30 September 2026; watch volumes, margins and cash flow

NCLAT hearing originally set for 02 November 2026 will not proceed; the new date is to be notified, so monitor the exchange filing for the rescheduled hearing

Watch for disclosure of deal value, revenue impact, timelines and any capital commitment to FIAPL, which the current filing omits

Monitor whether India-built vehicles for Japan and South Africa, and any new architecture-based models, are quantified in upcoming operational updates

Track whether further Regulation 30 updates on the CCI matter follow the 28 September 2026 and current notices, to gauge the pace of the proceeding

Use Hero MotoCorp's 28 October results as a read-across for two-wheeler demand and margins, and compare with the four-wheeler exposure of Maruti and TMPV when their results are released