Krishna Kant

Faster rise in US Treasury yields is narrowing the gap, potentially deterring foreign investors and keeping the rupee under pressure

Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters

Just about 38% of BSE 500 stocks have delivered positive returns in the past year

The spread between the Sensex's earnings yield and the US 10-year Treasury yield has turned negative and is now at its lowest level in 14 months

Cumulative spending on R&D was just $7.2 bn in FY26, against $61 bn spent by Alphabet alone in 2025

Noel Tata proposes carving up the group's ₹1.8-trillion asset portfolio into smaller, sector-specific entities to bypass the central bank's mandatory public listing threshold

Seven out of its 16 unlisted subsidiaries reported a net loss in FY26 led by Air India

Holding-company discounts and losses at key unlisted ventures could weigh on Tata Sons' IPO valuation, though its diversified portfolio may still command a premium

The BSE Sensex has fallen 6.8% since the end of September 2025, with its trailing P/E multiple down 10.8%

Analysts attribute this to a weak demand for long-term capital in the country

Family-owned companies accounted for 72 per cent of the combined revenues of listed firms in FY26, up from 50 per cent in FY01

High energy prices weighed on margins, but profit grew 16%

He used the dividend bonanza to invest nearly ₹1 trillion in group unlisted companies and new ventures, more than its predecessors

N Chandrasekaran's exit comes as Tata Group faces twin challenges from AI-led disruption at TCS and mounting losses and a delayed turnaround at Air India

N Chandrasekaran's Tata Sons remuneration rose 14.1% annually over eight years, outpacing profit growth at the group's listed companies and Tata Sons

Tata companies' combined adjusted profit rose just 1.2% in FY26, while their combined market capitalisation fell 16.9%, underperforming the Nifty 50.

As Tata Sons faces a listing question, here is a look at other holding companies and their financial might

Unusual price gaps between NSE and BSE have created short-lived arbitrage opportunities for high-frequency traders, with several Nifty 50 stocks trading at divergent prices

The dropout rate of companies in index surged in post-liberalisation economy, even as Indian equities joined the global asset pool, with the entry of foreign institutional investors in the late 1990s

Tata Sons' consolidated profit fell 35.7% in FY26 to ₹17,923 crore as losses at Air India, Tata Digital and other unlisted ventures weighed on earnings