Tata Group Chairman Chandrasekaran Tenure Badha: Ab Chinta Badhi Ya Mauka?

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AuthorAnanya Iyer|Published at:
Tata Group Chairman Chandrasekaran Tenure Badha: Ab Chinta Badhi Ya Mauka?
Overview

Bhai log, Tata Group ke liye ek badi khabar hai. N. Chandrasekaran ka tenure ab 2032 tak badha diya gaya hai. Matlab group mein continuity rahegi. Par asal game toh ab shuru hoga kyunki saamne kai naye aur bade challenges hain, jo group ki image aur paison dono par pressure bana sakte hain.

Naye Challenges, Purana Boss: Kya Hoga?

Dekho, Tata Trusts ne N. Chandrasekaran ko 2032 tak chairman banaye rakhne ka decision liya hai. Ye shows ki they want stability. Lekin, yeh extension aise time pe aaya hai jab Tata Group ekdum critical phase mein hai. AI ka naya wave aa raha hai, Air India ko bhi track pe lana hai, aur electric vehicles (EV) mein competition bhi bahut tagda ho gaya hai. Group ko ab sirf consolidation nahi, balki jo problems hain unka solution bhi jaldi dhundhna padega. Paisa aur reputation dono par pressure hai.

TCS aur AI Ka Bawaal

Sabse badi tension hai Tata Consultancy Services (TCS) ko lekar. Ye company kabhi India ki sabse valuable company thi, par ab artificial intelligence (AI) ke aane se sab kuch change ho raha hai. Halanki Q3 FY2026 mein revenue ₹67,087 crore raha, share price girta hi ja raha hai jabki baaki market upar ja rahi hai. Duniya bhar mein AI ka craze hai aur competitors bhi speed mein hain. Isliye, reports aa rahi hain ki TCS ne restructuring start kar diya hai aur December 2025 tak 30,000 se zyada employees ko reduce kar sakte hain [cite: Input 1]. Company ka AI services revenue $1.8 billion hai, aur analysts 'Buy' rating de rahe hain, par ye dekhna hoga ki AI adoption kitni fast hoti hai aur margins kaise improve hote hain. TCS ka P/E ratio 20.8-22.30 ke aas paas hai, jo Infosys aur HCL Technologies jaisa hi hai, par ab market growth aur AI se hone wale profit pe zyada focus kar rahi hai.

Auto Sector Mein Takkar Aur EV Race

Tata Motors apni commercial aur passenger vehicle businesses ko alag kar raha hai taki focus clear ho sake [cite: Input 1]. Company ne domestic passenger vehicle business, especially EVs mein accha kaam kiya hai, par ab competition bahut bhari hai. Mahindra ke naye models, JSW-MG Motor ki expansion, aur Tesla aur BYD jaise global players se Tata Motors ko EV segment mein challenge mil raha hai. Tata Motors ki market cap ₹1.68 lakh crore se zyada hai, par P/E ratio lagbhag 71.15 hai, jo industry average se bahut upar hai. Matlab market expects huge growth, jise maintain karna mushkil ho sakta hai.

Steel Ka Green Plan Aur Europe Ki Pareshani

Tata Steel UK mein apne Port Talbot plant ko electric arc furnace technology mein convert karne ke liye £1.25 billion invest kar raha hai. Isse emissions kam honge aur scrap ka use badhega. Iske liye UK government se £500 million ka grant bhi mila hai [cite: Input 1]. Ye kaam 2027 tak start hone ki ummeed hai. 2025 mein Tata Steel ka performance accha tha, stock 30.4% badha aur EBITDA mein 31% ka growth raha December 2025 tak, par Europe mein, khas kar UK mein abhi bhi nuksan ho raha hai. Wahan £170 million ka EBITDA loss aaya hai. Analysts ka mix outlook hai, par European market ki volatility aur ye transition ek bada risk hai. Company ka P/E ratio 34.5 hai, jo industry average 28.56 se zyada hai.

Naye Ventures Ka Kharcha Aur Legacy Ka Bojh

Naye sectors jaise semiconductors aur battery technology mein heavy investments ho rahe hain, jisse revenue toh aa raha hai par nuksan bhi bahut ho raha hai. Tata Electronics ne FY25 mein ₹66,000 crore revenue generate kiya par ₹1,000 crore ka loss hua. Tata Digital, jisme Tata Neu jaise platforms hain, usne ₹32,188 crore revenue par ₹4,610 crore ka loss dikhaya [cite: Input 1]. Tata Neu super-app ko bhi challenges face karne pad rahe hain. Iske alawa, Tata Realty aur Tejas Networks jaise kuch purane businesses bhi scale aur order backlog ke issues se jujh rahe hain [cite: Input 1]. Sabse bada financial tension hai Shapoorji Pallonji Group ka, jo Tata Sons mein apni 18.4% stake bechna chahta hai aur lagbhag ₹1.5 lakh crore valuation demand kar raha hai [cite: Input 1]. Ye Chandrasekaran ke liye ek bada financial aur strategic challenge hai jise bina group ko stable rakhe solve karna padega.

Global Tension Aur Sectoral Scrutiny

Sirf internal nahi, Tata Group ko global level par bhi badalte supply chains aur geopolitical situations ko handle karna hoga. Aviation sector mein bhi, Air India ko jaldi track pe lana bahut zaroori hai, kyunki accidents ke baad safety ko lekar scrutiny badh gayi hai [cite: Input 1]. India mein growth aur global ambition ke beech balance banana Chandrasekaran ke liye ek defining factor hoga.

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