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Closed-end investment company holding long-term equity stakes in Tata Group and other listed Indian companies.
Closed-end investment company holding long-term equity stakes in Tata Group and other listed Indian companies.
Earns dividends on the shares it holds and gains when it sells holdings, so income follows what its Tata group and other investee companies pay out and how Indian share prices move; it has no operating business of its own. Tata Sons, the Tata group's holding company, is the promoter.
In one line: An Indian closed-end fund, akin to a smaller Berkshire-style holding vehicle.
Moat: none. Value tracks its underlying equity portfolio; no independent operating moat.
Headquarters: Mumbai, India · Founded: 1937 · Employees: 22
Size Tata Investment (TATAINVEST.NS) is an India Financials company (Investment Banks/Brokers) with a market value of $3.06B, the 282nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹572.20 on 6 Nov 2026.
Performance Over six months the shares fell 21.9%, against -12.2% for the median peer and 0.0% for the India market (cap-weighted) — 5th lowest of 20 in its peer set.
Growth Revenue grew 17.8% over the last twelve months (peer median +9.4%); the operating margin is 89.5% (peer median 27.6%).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹3.78B | ₹3.76B | ₹2.94B | ₹3.63B | ₹2.95B |
| Revenue growth | — | +28% | -19% | +23% | — |
| Gross profit | ₹3.74B | ₹3.74B | ₹2.93B | ₹3.62B | ₹2.94B |
| EBITDA | ₹3.42B | ₹3.68B | ₹2.77B | ₹3.62B | ₹2.53B |
| Net income | ₹3.99B | ₹4.34B | ₹3.12B | ₹3.85B | ₹2.52B |
| Free cash flow | n/a | ₹2.82B | ₹2.05B | ₹2.35B | ₹2.37B |
| Capital expenditure | n/a | ₹3.25M | ₹7.39M | ₹1.82M | ₹2.27M |
| Total debt | ₹5.40M | ₹20.1M | ₹27.8M | ₹4.08M | ₹2.42B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Tata Investment TATAINVEST.NS | $3.06B | -22% | +18% | 89% | n/a | n/a |
| Bajaj Holdings & Investment BAJAJHLDNG.NS | $13.0B | +4% | -14% | 80% | n/a | n/a |
| Pilani Investment And Industries PILANIINVS.NS | $463M | -16% | -20% | 21% | n/a | n/a |
| JSW JSWHL.NS | $1.29B | -16% | +55% | 94% | n/a | n/a |
| Maharashtra Scooters MAHSCOOTER.NS | $1.46B | -6% | +1% | 99% | 43.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | TATAINVEST.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.0% | -0.6% | 5th lowest of 21 |
| 6-month return | -21.9% | -12.2% | 5th lowest of 20 |
| Distance from 52-week high | -29.8% | -27.1% | 8th lowest of 21 |
| Revenue growth (TTM) | +17.8% | +9.4% | 7th highest of 21 |
| Operating margin | 89.5% | 27.6% | highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tata Investment TATAINVEST.NS | India | $3.06B | -22% | +18% | 89% | n/a | n/a | n/a |
| HUAXI Securities 002926.SZ | China | $3.01B | -12% | +10% | 36% | n/a | n/a | n/a |
| Plus500 PLUS.L | United Kingdom | $3.12B | -26% | +3% | 41% | n/a | n/a | n/a |
| Minmetals Capital 600390.SS | China | $3.15B | -11% | -62% | 60% | n/a | n/a | n/a |
| TP ICAP TCAP.L | United Kingdom | $2.97B | -1% | +4% | 11% | n/a | n/a | n/a |
| Central Depository Services (India) CDSL.NS | India | $2.95B | +5% | +3% | 50% | n/a | n/a | n/a |
| Angel One ANGELONE.NS | India | $3.20B | +3% | +21% | 28% | n/a | n/a | n/a |
| Guosheng Securities 002670.SZ | China | $2.92B | -20% | -11% | 11% | n/a | n/a | n/a |
| Yongan Futures 600927.SS | China | $2.83B | -12% | -139% | n/a | n/a | n/a | n/a |
| flatexDEGIRO FTK.DE | Germany | $2.78B | -27% | +20% | 45% | n/a | n/a | n/a |
| Shanxi Securities 002500.SZ | China | $2.73B | -10% | -3% | 28% | n/a | n/a | n/a |
| Miami International MIAX | United States | $3.45B | -34% | +14% | 12% | n/a | n/a | n/a |
| Pacific Securities 601099.SS | China | $3.47B | -8% | -11% | 14% | n/a | n/a | n/a |
| Kiwoom 039490.KS | South Korea | $3.48B | -53% | +100% | 41% | n/a | n/a | n/a |
| J-Yuan Trust 600816.SS | China | $3.50B | -18% | +139% | 13% | n/a | n/a | n/a |
| Oshidori International 0622.HK | Hong Kong | $2.67B | +52% | +71% | 47% | n/a | n/a | n/a |
| Lincoln International LCLN | United States | $2.65B | n/a | +35% | 28% | n/a | n/a | n/a |
| Aozora Bank 8304.T | Japan | $2.60B | +17% | +12% | 29% | n/a | n/a | n/a |
| CMC Markets CMCX.L | United Kingdom | $2.54B | +79% | +16% | 27% | n/a | n/a | n/a |
| Northeast Securities 000686.SZ | China | $2.52B | -17% | +1% | 23% | n/a | n/a | n/a |
| Lazard LAZ | United States | $3.74B | -20% | +9% | 11% | n/a | n/a | n/a |