TCS, Tata Motors tumble as much as 42% from peak, with over Rs 4L cr wiped off Tata shares in 2025 amid boardroom turmoil

Tata Group traders have little to have fun this 12 months. As boardroom infighting inside Tata Trusts spills into the open, shares of marquee group companies have tumbled sharply from their all-time highs, with Tata Motors down 42% and Tata Consultancy Companies (TCS) down 33%, dragging the group’s mixed market worth down by Rs 4.56 lakh crore in 2025 alone.

Almost half of the Tata Group’s 30 listed corporations, about 13 in complete, have posted double-digit declines this 12 months, highlighting broader weak spot throughout India’s most influential conglomerate. In response to ACE Fairness knowledge, 10 of the group’s main shares have slumped between 30% and 60% from their 52-week highs.

Tejas Networks tops the checklist, down 59% from its yearly peak of Rs 1,460 to Rs 600, making it the worst performer amongst Tata companies. Retail bellwether Trent has plunged 44%, slipping to Rs 4,690 from Rs 8,346, whereas Nelco has declined 42% to Rs 875 from Rs 1,500. Oriental Motels is down 36% at Rs 129, from its 52-week excessive of Rs 202.

The sell-off extends throughout the group: Tata Teleservices (Maharashtra) has fallen 35%, Tata Applied sciences 34%, TRF 34%, Tata Elxsi 32%, and Automotive Stampings and Assemblies 31%.

TCS leads the slide

TCS, the group’s largest and Most worthy firm, has erased Rs 3.86 lakh crore in market capitalization this 12 months, accounting for roughly 85% of the Tata Group’s complete worth erosion. The inventory has declined 33% from its 52-week excessive of Rs 4,494 to Rs 3,028. The corporate posted September-quarter outcomes final week that missed Avenue expectations.
India’s greatest IT exporter reported a 1.4% year-on-year rise in consolidated internet revenue to Rs 12,075 crore, whereas income rose 2.4% to Rs 65,799 crore. The muted efficiency got here regardless of a 70-basis-point margin enlargement and a brand new push into synthetic intelligence infrastructure, alongside a second interim dividend of Rs 11 per share.

Tata Motors additionally hit onerous

Tata Motors has plunged 42.4% from its all-time excessive of Rs 1,179.05, buying and selling at Rs 679.05. The inventory has been beneath sustained strain forward of the October 14 report date for its demerger, which can break up its passenger and business car companies into two individually listed entities: Tata Motors Passenger Automobiles Ltd and Tata Motors Business Automobiles Ltd.

The Composite Scheme of Association grew to become efficient October 1, and shareholders will obtain one share of TMLCV for each share held within the guardian firm. The inventory has logged a six-day shedding streak, shedding over 5% final week.

Trent slowdown

Trent, after a protracted rally, has cooled sharply, down 44% from its peak. As soon as a market favorite for speedy retailer enlargement and powerful same-store gross sales, the inventory now trades at Rs 4,690 versus Rs 8,346 at its 52-week excessive.

Trent, after a protracted rally, has cooled sharply, down 44% from its peak. As soon as a market favorite for speedy retailer enlargement and powerful same-store gross sales, the inventory now trades at Rs 4,690, in contrast with Rs 8,346 at its 52-week excessive.

Additionally learn | Tata Motors demerger: Will it unlock worth or extra volatility for traders subsequent week?

Boardroom turmoil at Tata Trusts

The losses coincide with rising tensions at Tata Trusts, which holds 66% of Tata Sons. On Friday, the board met at Mumbai’s Taj Mahal Palace Resort, away from its standard World Commerce Centre workplace, amid disputes over governance and transparency. Chairman Noel Tata, Venu Srinivasan, Mehli Mistry, and Pramit Jhaveri attended in particular person, whereas Vijay Singh and Jehangir Jehangir joined just about.

The board authorised Rs 1,100 crore in philanthropic initiatives, together with a Rs 700-crore diabetes analysis centre close to Delhi, however averted discussing Tata Sons issues.

Variations amongst trustees started after Noel Tata grew to become chairman in October 2024 and escalated following a September board assembly, the place most opposed the reappointment of vice-chairman Vijay Singh to Tata Sons’ board. Trustees not on the board have complained about restricted info movement from nominee administrators, proscribing knowledgeable decision-making.

Tensions additionally revolve round Shapoorji Pallonji Group’s 18.37% stake in Tata Sons. The SP Group has backed a public itemizing to unlock worth and scale back debt.

A conglomerate examined

The governance turmoil compounds a difficult 12 months for the Tata Group: the June Air India crash killed 260 folks, Jaguar Land Rover suffered a cyberattack within the UK, and TCS has been restructuring round AI, chopping 12,000 jobs in July.

For a conglomerate lengthy seen as India’s gold normal of company governance, the current months mark a uncommon second of vulnerability. With its flagship shares deep within the pink and uncertainty clouding management, the Tata empire is discovering that even a century-old model of belief will not be proof against turbulence.

Additionally learn | Defined: Reliance Industries is India’s Most worthy firm however why isn’t it No.1 in Nifty50 weight?

(Disclaimer: Suggestions, solutions, views and opinions given by the consultants are their very own. These don’t symbolize the views of The Financial Instances)