Krishna Kant

Rising US bond yields weigh on Indian stocks, add pressure on valuations

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

India Inc failed to ramp up R&D spends despite '90s economic reform push

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

Tumult at Bombay House: Many ways to split Tata Sons' sprawling empire

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

Losses mount at Tata Sons' unlisted firms, led by Air India in FY26

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

Why Tata Sons' ₹11.5-trillion portfolio may fetch a far lower IPO value

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

Bluechip valuation slump offers value bets amid weak investor sentiment

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

India vs developed markets: Govt bond yield gap continues to narrow

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

Bombay Club fears were misplaced; family biz raked it in after reforms

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

India Inc's Q1 revenue growth fastest in 15 quarters, margins feel heat

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

Under N Chandrasekaran, Tata Sons earned ₹2.71 trillion dividend

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

What's next: The AI and A-I challenges for Tata group after Chandra's exit

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

Chandrasekaran's remuneration grew faster than Tata group's profits

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 group hit by earnings slowdown, mcap decline in last two years

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

Holding companies of most family-owned business groups already listed

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

Closing price auction aftermath: NSE-BSE price gaps fuel arbitrage trades

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

Big Shift after 1991: Only 7 of 30 Sensex companies still remain in index

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' FY26 consolidated net at 5-year low of ₹17,923.4 crore

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

We underwrite the Indian consumer, not market cycles: Temasek's Ravi Lambah

Temasek plans to invest another $9-10 billion in India, betting on consumer-led growth, AI applications, healthcare, financial services and renewable energy

Early birds set a strong Q1 tone as earnings growth hits an 11-quarter high

Early Q1FY27 results show corporate profit growth at an 11-quarter high, led by banks, Reliance Industries, IT services and metal companies

RIL Q1 results: Revenue jumps 27% to breach ₹3 trillion for the first time

Reliance Industries beats expectations in an all-round Q1 show