TATAINVEST
Tata Investment Corporation share price & financials
- Price
- ₹662.3
- Market cap
- ₹32.9k Cr
- Sector
- Financial Services
What Tata Investment Corporation Limited does
Tata Investment Corporation Limited is a Non-Banking Financial Company (NBFC) registered with the RBI whose principal business is acquiring and holding equity and debt securities, largely in Tata group companies, with the intent of long-term appreciation rather than trading. It earns through a mix of dividend income, interest income and rental income from company-owned property, along with realised gains on investment sales. Its wholly-owned subsidiary, Simto Investment Company Limited, is a separate RBI-registered NBFC that runs its own portfolio geared toward short-term market opportunities, while the company also holds equity stakes in Tata Asset Management, Tata Trustee Company and Amalgamated Plantations.
Segments
- Long-term Investment Portfolio
- Simto Investment Company Limited (subsidiary)
- Property / Rental Income
- Investee companies
- 91
- Quoted investee companies
- 76
- Unquoted investee companies
- 15
- Wholly-owned subsidiary
- Simto Investment Company Limited (RBI-registered NBFC)
- Stake in Tata Asset Management Pvt Ltd
- 32.09% equity (investment manager to Tata Mutual Fund)
- Stake in Tata Trustee Company Pvt Ltd
- 50% equity (trustee to Tata Mutual Fund)
Quarterly results
Q1 FY27: revenue up 4.8%, net profit down 1.4% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 142 | 4 | 16 | 145 | 154 +8% | 58 +1350% | 40 +150% | 152 +5% |
| EBITDA | 133 | -5 | 7 | 134 | 144 +8% | 48 +1060% | 30 +329% | 140 +4% |
| Net profit | 124 | 20 | 38 | 146 | 148 +19% | 75 +275% | 64 +68% | 144 −1% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance −90.4% 1Y
1Y: ₹6,760.5 on 10 Sept 2025 → ₹650.9. High ₹10,580 (1 Oct 2025), low ₹541.15 (30 Mar 2026).
Financials, as filed
Revenue grew 12.6% a year over 3 years, FY23 to FY26. Operating margin widened to 89.7%.
| Year ending | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | ₹278 Cr | ₹384 Cr | ₹304 Cr | ₹397 Cr |
| Operating profit | ₹245 Cr | ₹350 Cr | ₹266 Cr | ₹356 Cr |
| Operating margin | 88.1% | 91.1% | 87.5% | 89.7% |
| Interest | ₹8 Cr | ₹11 Cr | ₹0 Cr | ₹0 Cr |
| Depreciation | ₹0 Cr | ₹0 Cr | ₹1 Cr | ₹4 Cr |
| Net profit | ₹252 Cr | ₹385 Cr | ₹313 Cr | ₹433 Cr |
| Net margin | 90.6% | 100.3% | 103.0% | 109.1% |
| Cash from operations | ₹230 Cr | ₹235 Cr | ₹206 Cr | ₹279 Cr |
| Free cash flow | ₹229 Cr | ₹235 Cr | ₹205 Cr | ₹279 Cr |
| ROCE | 1.0% | 2.0% | 1.0% | 2.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹51 Cr | ₹51 Cr | ₹51 Cr | ₹51 Cr | ₹51 Cr | ₹51 Cr |
| Reserves | ₹14.2k Cr | ₹19.6k Cr | ₹19.5k Cr | ₹29.9k Cr | ₹31.7k Cr | ₹29.2k Cr |
| Borrowings | ₹0 Cr | ₹0 Cr | ₹240 Cr | ₹0 Cr | ₹0 Cr | ₹1 Cr |
| Other liabilities | ₹647 Cr | ₹1.3k Cr | ₹1.3k Cr | ₹2.9k Cr | ₹3.9k Cr | ₹3.4k Cr |
| Total liabilities | ₹14.9k Cr | ₹21.0k Cr | ₹21.1k Cr | ₹32.9k Cr | ₹35.7k Cr | ₹32.7k Cr |
| Fixed assets | ₹14 Cr | ₹16 Cr | ₹15 Cr | ₹14 Cr | ₹172 Cr | ₹171 Cr |
| Capital work in progress | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Investments | ₹14.8k Cr | ₹20.9k Cr | ₹21.0k Cr | ₹32.5k Cr | ₹35.4k Cr | ₹32.5k Cr |
| Other assets | ₹36 Cr | ₹82 Cr | ₹65 Cr | ₹371 Cr | ₹143 Cr | ₹28 Cr |
| Total assets | ₹14.9k Cr | ₹21.0k Cr | ₹21.1k Cr | ₹32.9k Cr | ₹35.7k Cr | ₹32.7k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Jun 2025, FIIs added +0.12 pp. The shareholder count grew 56% to 2,41,568.
- Promoters
- 73.4%
- FIIs
- 2.7%
- DIIs
- 0.6%
- Government
- 0.4%
- Public
- 23.0%
Since Jun 2025
- FIIs +0.12 pp
- Public −0.09 pp
- Government −0.08 pp
How it drifted, 12 quarters
Over this window the public fell from 24.6% to 23.0% — −1.6 pp.
Ownership split by quarter, oldest first. Sep '23: Promoters 73.4%, FIIs 1.1%, DIIs 0.4%, Government 0.5%, Public 24.6%.Dec '23: Promoters 73.4%, FIIs 1.2%, DIIs 0.5%, Government 0.5%, Public 24.5%.Mar '24: Promoters 73.4%, FIIs 2.3%, DIIs 0.5%, Government 0.5%, Public 23.4%.Jun '24: Promoters 73.4%, FIIs 2.4%, DIIs 0.5%, Government 0.5%, Public 23.3%.Sep '24: Promoters 73.4%, FIIs 2.3%, DIIs 0.5%, Government 0.5%, Public 23.4%.Dec '24: Promoters 73.4%, FIIs 2.2%, DIIs 0.5%, Government 0.5%, Public 23.4%.Mar '25: Promoters 73.4%, FIIs 2.5%, DIIs 0.5%, Government 0.5%, Public 23.1%.Jun '25: Promoters 73.4%, FIIs 2.5%, DIIs 0.5%, Government 0.5%, Public 23.1%.Sep '25: Promoters 73.4%, FIIs 2.7%, DIIs 0.5%, Government 0.5%, Public 22.9%.Dec '25: Promoters 73.4%, FIIs 2.5%, DIIs 0.5%, Government 0.4%, Public 23.1%.Mar '26: Promoters 73.4%, FIIs 2.6%, DIIs 0.5%, Government 0.4%, Public 23.0%.Jun '26: Promoters 73.4%, FIIs 2.7%, DIIs 0.6%, Government 0.4%, Public 23.0%.
Who bought this quarter
since Mar 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- PT TQCert Indonesia newly disclosed 0.00% held
- TQ Cert Services LLC, Qatar newly disclosed 0.00% held
- TComm Turkey Dijital Çözümler Limited Şirketi newly disclosed 0.00% held
- Artifex Systems Slovakia s. r. o. newly disclosed 0.00% held
- Tata International West Asia FZCO newly disclosed 0.00% held
The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.
Who is on the register
Named in the Jun 2026 filing
Every holder of Tata Investment Corporation Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Tata Sons Private Limited | 68.51% | unchanged |
| Ewart Investments Limited | 1.59% | unchanged |
| The Tata Power Company Limited | 1.57% | unchanged |
| Tata Chemicals Limited | 0.87% | unchanged |
| Tata Steel Limited | 0.45% | unchanged |
| Tata Consumer Products Limited | 0.29% | unchanged |
| Trent Limited | 0.06% | unchanged |
| Nahar Retail Trading Services Limited | 0.03% | unchanged |
| Panatone Finvest Limited | 0.00% | unchanged |
| Akashastha Technologies Private Limited | 0.00% | unchanged |
| The Indian Hotels Company Limited | 0.00% | unchanged |
| Tata Industries Limited | 0.00% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in TATAINVEST
Filings to Aug 2026
0 new, 5 added, 1 trimmed, 0 sold out — net +0.11 L shares (+4.0%).
- Held by funds
- ₹17 Cr
- 6 schemes
- Biggest holder
- Nippon India ETF Nifty Midcap 150
- ₹8 Cr · 0.2% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| Nippon India ETF Nifty Midcap 150 Nippon India Mutual Fund | ₹8 Cr | +0.07 L | Sep '24 |
| Nippon India Nifty Midcap 150 Index Fund Nippon India Mutual Fund | ₹6 Cr | +0.02 L | Sep '24 |
| SBI Nifty Midcap 150 Index Fund SBI Mutual Fund | ₹3 Cr | +0.02 L | Sep '24 |
| Nippon India Nifty 500 Equal Weight Index Fund Nippon India Mutual Fund | ₹1 Cr | +0.00 L | Sep '24 |
| SBI Nifty 500 Index Fund SBI Mutual Fund | ₹0 Cr | −0.00 L | Sep '24 |
| SBI Nifty Midcap150 ETF SBI Mutual Fund | ₹0 Cr | +0.00 L | Mar '26 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
5 added, 1 trimmed — net +10,578 shares (+4.0%)
- Funds are sitting on
- -47%
- vs est. average cost
- Held by funds
- ₹17 Cr
- 6 schemes · ≈ 0.05% of the company
- Biggest holder
- Nippon India ETF Nifty Midcap 150
- ₹8 Cr · 0.2% of that fund
Shares held by these funds +2394%
Aug '23 2.62 L shares Jul '26
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