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Tata Investment Corporation

TATAINVEST NSE
₹564.50 +11.60 (+2.10%)
P/E
66.26
View as Markdown
MCP
Close 4 Nov 2026 ₹564.50 −201.75 −26.3% 1Y
Start ₹766.25

Key Fundamentals

SmallcapFinanceFinancial Services

Price-based figures as of · EPS basis: Consolidated · TTM

ROCE
1.57%
Debt to Equity
0.00
EPS (TTM)
₹8.52
Book Value
₹615.77
Market Cap
—
P/E (TTM)
66.26
P/B
0.92
ROE
1.44%
Dividend Yield
0.61%
EBITDA
₹361 Cr
52W High
₹804.75
52W Low
₹538.85
Day Range
₹548.65 – ₹566.80
Volume
1,99,856

Peer Comparison

Financial Services › Investment Company

Tata Investment Corporation peer comparison
Jio Financial
₹222.2784.51₹1,43,288 Cr1.160.28%1.19%1.86%₹5,623 Cr₹1,711 Cr
Aditya Birla Capital
₹379.9525.26₹1,05,060 Cr2.440.00%12.00%—₹48,186 Cr₹4,119 Cr
Tata Investment Corporation (this company)
₹564.5066.26₹28,326 Cr0.920.61%1.44%1.57%₹404 Cr₹431 Cr
Cholamandalam Financial Holdings
₹1,374.809.67₹26,343 Cr1.670.09%17.50%—₹40,890 Cr₹6,015 Cr
TVS Holdings
₹12,237.0012.55₹24,865 Cr3.700.69%30.60%17.00%₹62,488 Cr₹3,888 Cr
Maharashtra Scooters
₹11,775.0048.32₹13,738 Cr0.421.32%1.06%1.06%₹289 Cr₹279 Cr
JSW Holdings
₹10,942.0088.41₹12,133 Cr0.340.00%0.46%0.59%₹184 Cr₹138 Cr
Median 7 companies₹1,374.8048.32₹26,343 Cr1.160.28%1.44%1.57%₹5,623 Cr₹1,711 Cr

Comparable companies in the same industry. Market cap, P/E and P/B use the latest price; other metrics are as reported in filings. A dash means the figure is not published for that company.

Tapetide Score

Data-driven rating, 0–100, as of . How it works →

Overall score

50 Average

Data confidence 100/100

Category scores

Quality
41
Weak
Returns, margins, earnings quality 22% weight
Valuation
47
Average
Cheap vs sector & own history 24% weight
Growth
90
Strong
Sales & profit trajectory 9% weight
Financial Health
86
Strong
Solvency, leverage, coverage 9% weight
Momentum
12
Poor
Trend strength, vol-adjusted 12% weight
Ownership
49
Average
FII/DII/promoter flows 24% weight

The Tapetide Score is data analysis, not investment advice. Tapetide is not a SEBI-registered research analyst or investment adviser.

Key Insights

Strengths

5
  • Company is almost debt free.
  • Stock is trading at 1.04 times its book value
  • Company is expected to give good quarter
  • Company has delivered good profit growth of 23.0% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 40.1%

Weaknesses

3
  • Tax rate seems low
  • Company has a low return on equity of 1.32% over last 3 years.
  • Earnings include an other income of Rs.131 Cr.

Technical Indicators

Technical signals: verdict and indicator counts
GroupSignalBearishNeutralBullish
OverallStrong Bearish1261
OscillatorsBearish360
Moving AveragesStrong Bearish901

Key readings

RSI (14)
39.64
Neutral
MACD (12,26,9)
−20.33
Bearish
SMA (50)
623.66
Bearish
SMA (200)
650.34
Bearish

As of

Growth Rate

From the financial statements below. 10Y, 5Y, 3Y: compound annual growth to Mar 2026; 1Y: fiscal year to Mar 2026 against Mar 2025; TTM: four quarters to Jun 2026 against Jun 2025.

Revenue

Revenue growth by window
10Y+5.02%
5Y+19.85%
3Y+13.31%
1Y+31.70%
TTM+31.60%

Net profit

Net profit growth by window
10Y+8.38%
5Y+22.87%
3Y+19.87%
1Y+39.10%
TTM+31.40%

Operating cash flow

Operating cash flow growth by window
10Y+11.98%
5Y+26.54%
3Y+6.65%
1Y+35.44%
TTM—

TTM: Reported once a year, so there is no trailing-twelve-month figure.

Operating margin· change in pp

Operating margin growth by window
10Y−3.13 pp
5Y+1.24 pp
3Y+0.77 pp
1Y+2.33 pp
TTM+1.98 pp

Revenue by year

Revenue by year, ₹ crore
Mar 2017₹270 Cr
Mar 2018₹158 Cr
Mar 2019₹177 Cr
Mar 2020₹144 Cr
Mar 2021₹163 Cr
Mar 2022₹254 Cr
Mar 2023₹277 Cr
Mar 2024₹385 Cr
Mar 2025₹306 Cr
Mar 2026₹403 Cr

Net profit by year

Net profit by year, ₹ crore
Mar 2017₹200 Cr
Mar 2018₹131 Cr
Mar 2019₹134 Cr
Mar 2020₹90.00 Cr
Mar 2021₹155 Cr
Mar 2022₹214 Cr
Mar 2023₹252 Cr
Mar 2024₹385 Cr
Mar 2025₹312 Cr
Mar 2026₹434 Cr

AI Analysis — Bull vs Bear

Figures as of 29 Oct 2026
AI opinion · based on fundamentals
Risk medium

Tata Investment Corporation Ltd trades at ₹573.7 as of 2026-10-29 with a market cap of ₹29,027 Cr, a P/B of 0.99x, and a P/E of 67.34x. The company is debt-free and has delivered 23% compounded profit CAGR over five years, but carries a persistently low ROE of around 1% and derives a significant portion of earnings from other income (₹131 Cr).

Bull Case 7
  • Zero debt on the balance sheet (debt-to-equity of 0), giving the company a clean capital structure with no interest burden
  • Compounded profit growth of 23% CAGR over the last 5 years, indicating a solid earnings trajectory over a meaningful period
  • TTM sales growth of 31% and TTM profit growth of 32%, pointing to an acceleration in the most recent period
  • Healthy dividend payout ratio of 40.1%, reflecting consistent capital return to shareholders alongside a 0.59% dividend yield at current price
  • 10-year stock price CAGR of 26%, demonstrating long-term wealth creation well above broad market returns
  • Compounded sales CAGR of 20% over 5 years and 13% over 3 years, showing sustained top-line momentum
  • As a Tata Group investment holding company, the portfolio benefits from the group's diversified industrial presence and brand strength
Bear Case 8
  • Return on equity is persistently low at approximately 1% across 1-year, 3-year, 5-year, and 10-year periods, indicating very poor capital efficiency for shareholders
  • P/E of 67.34x on TTM EPS of ₹8.52 is elevated, especially given the low ROE, making valuation hard to justify on an earnings basis
  • Earnings quality is questionable as other income of ₹131 Cr forms a significant component, meaning core operating performance may be weaker than headline numbers suggest
  • Stock has declined 31% over the past 1 year from its 52-week high of ₹814.85 to ₹573.7, reflecting significant negative momentum
  • ROCE of 1.46% mirrors the low ROE, confirming that the business generates minimal returns on total capital employed
  • Dividend yield of just 0.59% despite the 40.1% payout ratio means absolute income generation for investors is modest at current prices
  • Tax rate appears low, which could normalize higher in future periods and compress reported earnings
  • As a holding company, the stock is subject to a typical holding company discount and its NAV is largely driven by market movements in underlying portfolio companies rather than operational performance

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

11d ago

TL;DR: Very limited news flow for Tata Investment Corporation. The only recent development is a routine trading window closure ahead of Q2FY27 results, which is a standard compliance action with no material impact. Investors should watch for the upcoming quarterly results for signals on portfolio performance and NAV trends.

Neutral 1
  • Trading window closed for Q2FY27 Sep 24

    Tata Investment Corporation closed its trading window from September 24, 2026, until 48 hours after declaration of Q2FY27 results for the quarter and half year ended September 30, 2026.

Quarterly Results

₹ Cr
TATAINVEST quarterly results, ₹ crore
Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
152
124
51
57
142
142
4
16
145
154
58
40
152
Expenses
9
10
6
8
12
9
9
9
11
10
10
10
12
Operating Profit
143
114
44
49
131
133
−5
7
134
144
48
30
140
OPM %
94%
92%
87%
86%
92%
94%
−147%
45%
92%
93%
82%
74%
92%
Other Income
14
13
17
23
25
23
26
29
35
25
34
30
42
Interest
5
5
1
0
0
0
0
0
0
0
0
0
0
Depreciation
0
0
0
0
0
0
0
1
1
1
1
1
1
PBT
152
122
60
72
156
156
21
36
168
167
81
58
181
Tax %
3%
−1%
11%
16%
16%
21%
5%
−5%
13%
12%
7%
−10%
21%
Net Profit
148
124
53
60
131
124
20
38
146
148
75
64
144
EPS (₹)
2.9
2.46
1.05
1.2
2.59
2.44
0.39
0.75
2.89
2.93
1.49
1.26
2.84

Profit & Loss

₹ Cr
TATAINVEST profit and loss, annual, ₹ crore
Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
229
247
270
158
177
144
163
254
277
385
305
403
404
Expenses
17
19
32
19
30
42
20
25
32
33
39
42
43
Operating Profit
213
229
237
139
147
102
144
229
246
352
267
361
361
OPM %
93%
92%
88%
88%
83%
71%
88%
90%
88%
91%
87%
90%
89%
Other Income
0
0
0
8
0
0
25
18
36
65
103
118
131
Interest
0
0
0
0
0
0
0
0
8
11
0
1
1
Depreciation
0
0
0
0
0
1
1
1
1
1
2
4
4
PBT
213
229
237
147
147
101
167
246
272
406
368
474
487
Tax %
14%
14%
16%
11%
9%
11%
8%
13%
8%
5%
15%
9%
—
Net Profit
186
194
200
131
134
90
155
214
252
385
312
434
431
EPS (₹)
3.37
3.53
3.64
2.38
2.64
1.79
3.04
4.23
4.98
7.61
6.17
8.57
8.52
Div. Payout %
50%
48%
49%
84%
76%
101%
79%
130%
96%
37%
44%
40%
—

Balance Sheet

₹ Cr
TATAINVEST balance sheet, annual, ₹ crore
Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
55
55
55
55
51
51
51
51
51
51
51
51
Reserves
2,178
2,257
2,463
8,247
7,874
8,007
14,188
19,625
19,521
29,915
31,040
29,171
Borrowings
0
0
0
0
0
0
0
0
240
0
0
1
Other Liabilities
125
14
19
1,564
1,554
122
647
1,314
1,277
2,905
3,751
3,430
Total Liabilities
2,358
2,326
2,537
9,866
9,478
8,179
14,886
20,990
21,089
32,870
34,842
32,652
Fixed Assets
14
14
14
14
14
15
14
16
15
14
174
171
CWIP
0
0
0
0
0
0
0
0
0
0
0
0
Investments
2,302
2,259
2,480
9,816
9,432
8,128
14,836
20,893
21,009
32,485
34,626
32,453
Other Assets
43
53
44
37
33
37
36
82
65
371
41
28
Total Assets
2,358
2,326
2,537
9,866
9,478
8,179
14,886
20,990
21,089
32,870
34,842
32,652

Cash Flow

₹ Cr
TATAINVEST cash flow, annual, ₹ crore
Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
92
90
68
67
92
117
86
122
230
235
206
279
Investing
18
146
−78
41
496
12
3
4
−189
366
−166
−148
Financing
−110
−225
−1
−119
−584
−123
−95
−122
−47
−495
−143
−138
Net Cash Flow
1
11
−11
−12
4
7
−6
4
−6
106
−102
−6
Free Cash Flow
92
89
67
67
92
117
86
122
229
235
205
279
CFO/EBITDA
58
53
45
82
94
133
68
78
118
82
116
91

Ratios

TATAINVEST financial ratios, annual
Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
1
0
0
33
8
3
0
78
14
5
0
1
Cash Conversion Cycle
1
0
0
33
8
3
0
78
14
5
0
1
Working Capital Days
−150
43
11
33
−6
−14
−8
55
3
−8
−23
−45
ROCE %
10%
10%
10%
3%
2%
1%
2%
1%
1%
2%
1%
2%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

Log in to view Tata Investment Corporation insights

56 extracted metrics across FY12–FY27.

Shareholding Pattern

As of Sep 2026

  • Promoters 73.38%
  • Public 18.87%
  • Others 3.82%
  • FIIs 2.91%
  • DIIs 0.62%
  • Government 0.41%

No promoter shares pledged as of Sep 2026

Change vs previous quarter

Not shown for some quarters: Others. Not available separately for this quarter: the shareholding filing gives Public and Others as one figure, shown under Public, so Others is left blank rather than estimated.

Documents

Frequently Asked Questions about Tata Investment Corporation

What does Tata Investment Corporation Ltd do?
Tata Investment Corporation Ltd is primarily engaged in the business of investment in listed and unlisted equity shares, debt instruments and mutual funds etc. of companies in a wide range of industries. The company is a NBFC registered with the RBI under the category of Investment Company.
Where is Tata Investment Corporation Ltd (TATAINVEST) listed?
Tata Investment Corporation Ltd trades as TATAINVEST on the NSE and under code 501301 on the BSE.
Which sector does Tata Investment Corporation Ltd belong to?
Tata Investment Corporation Ltd is classified under the Financial Services sector, in the Investment Company industry.
What is the PE ratio of Tata Investment Corporation Ltd?
Tata Investment Corporation Ltd trades at a PE ratio of 66.26 as of 4 Nov 2026, on earnings per share of ₹8.52, against a book value of ₹615.77 per share.
What is the 52-week high and low of Tata Investment Corporation Ltd?
Over the last 52 weeks Tata Investment Corporation Ltd has traded between ₹538.85 and ₹804.75 as of 4 Nov 2026.
Does Tata Investment Corporation Ltd pay dividends?
Tata Investment Corporation Ltd has a dividend yield of 0.61%.
What is the Return on Equity (ROE) of Tata Investment Corporation Ltd?
Tata Investment Corporation Ltd reported a return on equity of 1.44%. Its debt-to-equity ratio is 0.00.

Company Information

Tata Investment Corporation Ltd is primarily engaged in the business of investment in listed and unlisted equity shares, debt instruments and mutual funds etc. of companies in a wide range of industries. The company is a NBFC registered with the RBI under the category of Investment Company.

Website tatainvestment.com
CEO Mr. Amit Nalinkant Dalal
Employees 24
Listed 24 Jun 1998
Face Value ₹1

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