Prøve GULL - Gratis

Tata Group Companies: Holding The Flag High

Dalal Street Investment Journal

|

Vol. 36. No. 22 • SEPT 27 - OCT 10, 2021

If ever Tata Group is in the news, it’s always for a positive reason, except for the time when the departure of Cyrus Mistry created a big shake-up. In fact, betting on any of the Tata Group companies always makes good investing sense. Armaan Madhani explains what makes the group retain its leading edge in such a globally competitive business scenario. The article also presents recommendations for a couple of individual Tata Group companies whose stocks will add some shine to your portfolio

- Armaan Madhani

Tata Group Companies: Holding The Flag High

In 1868, Jamsetji Nusserwanji Tata aka the father of Indian industry bought a bankrupt oil mill and converted it into a cotton mill, kicking off Tata Group’s journey. Today, there are 28 publicly listed Tata companies with a combined market capitalisation ₹22.2 lakh crore as on September 8, 2021, making it India’s largest business conglomerate with products and services in over 150 countries along with operations in 100 countries across six continents. Each Tata company or enterprise operates independently under the guidance and supervision of its own board of directors. Tata Group is the country’s third-largest employer after the Indian Railways and defence forces. The group leads the nation in 10 diverse business verticals.

Consider this: HDFC Group is the second-largest Indian business group with a market capitalisation of ₹16 lakh crore followed by Reliance Group at ₹15.7 lakh crore. You would be amazed to know that the market capitalisation of Tata Consultancy Services (TCS) alone is worth more than the combined market capitalisation of HCL, Mahindra and Mahindra, Jindal and Vedanta Group. Guided by the motto of ‘Leadership with Trust’, Tata Group’s companies believe in the long-term development of value for all its stakeholders worldwide. A high degree of emphasis on ethos, quality, innovation, sustainable activities as well as business evolution – these are just a couple of the tags which the Tata brand has been pegged for.

A True Leader

FLERE HISTORIER FRA Dalal Street Investment Journal

Dalal Street Investment Journal

Dalal Street Investment Journal

Capital Markets 2.0: From a Banyan Tree to Billion-Dollar Trades

From open street gatherings to today's tech-driven markets handling crores in daily turnover, India's capital markets have truly come a long way. But the transformation isn't over yet. In this story, Mandar Wagh explores the next wave of evolution reshaping India's financial landscape, highlighting SEBI's progressive reforms, the rise of a strong digital backbone, and the key companies positioned to benefit from this structural shift

time to read

6 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

India Inc's Q1 FY26: A Tale of Resilience and Reckoning

Q1FY26 has revealed a corporate India that's adapting smartly to shifting global currents while drawing strength from domestic policy support. With RBI's timely rate cuts cushioning demand, sectors like banking and insurance have surged ahead, even as IT and consumer segments navigate headwinds. Early results from 200+ companies suggest a story of selective strength and strategic resilience. The rest of the earnings season could either cement this momentum—or test it

time to read

5 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

RIDING WATER INFRA BOOM WITH VALUE-ADDED GROWTH

Jai Balaji Industries Ltd

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

Active Momentum Funds Timing the Market or Tapping the Trend?

Abhishek Wani evaluates whether India's active momentum funds are skillfully timing markets or simply riding trends. By dissecting strategies of Samco and Quant, he scrutinizes the fine line between tactical rotation and disciplined trend-following in a volatile momentum investing landscape

time to read

10 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

FIEM INDUSTRIES LTD LEADING THE CHARGE IN AUTOMOTIVE LED LIGHTING

India has become the fastestgrowing major economy in the world in recent years, which has led to significant demand for automobiles, including auto components.

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

The Case for Value-Oriented Mutual Funds

We Indians love a good bargain. Known for our haggling skills, we take pride in not overpaying - whether it's for a product or a service. After all, why pay more than what something is truly worth?

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

EMI vs SIP : Finding the Financial Sweet Spot

With rising home loan interest rates and evolving tax rules, many individuals face a critical choice- should surplus funds go toward prepaying their loan or building long-term wealth through SIPs? This piece compares both strategies across scenarios, helping you make an informed decision based on savings, returns, risk, and time horizon

time to read

9 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

Make Your Portfolio Inflation-proof

Inflation is crucial to investing as it reduces the value of your money over time. Therefore, keeping up with the rate of inflation, to protect the value of investments, should be the top priority for every long-term investor. Remember, the ability to earn a positive real rate of return, i.e., gross returns minus taxes minus inflation, would depend upon the composition of the portfolio.

time to read

2 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Dalal Street Investment Journal

AI Tailwind in IT Stocks: Time to Reboot Your Tech Portfolio?

After one year of sectoral underperformance, Indian IT is quietly undergoing its most radical overhaul since the cloud revolution, this time led by AI. The shift isn't cosmetic; it's existential. GenAI is reshaping services, rewarding agile midcaps and prompting investors to rethink legacy bets. The future of tech belongs to the AI-ready.

time to read

11 mins

July 28 - August 10, 2025

Dalal Street Investment Journal

Gen Z: High Conviction Story, but Priced to Perfection?

From skincare routines to fashion trends, Gen Z is transforming how India consumes. This digital-first generation doesn't just buy; they curate experiences, demand personalization, and look for authenticity in every swipe and scroll. As India's 440-million-strong Gen Z cohort begins to dominate discretionary spending, platforms built to speak their language stand to gain immensely. Nykaa, India's leading content-led, lifestyle retail platform, is at the forefront of this generational shift

time to read

8 mins

July 28 - August 10, 2025

Translate

Share

-
+

Change font size