
Parimal Ade
@AdeParimal
Followers
283K
Following
4K
Media
2K
Statuses
8K
Founder, @investyadnya. An Investor & Author - 1) 108 Ques & Ans on Mutual Funds & SIP 2) How to manage your Retirement Corpus https://t.co/DGZNf5YJYa
Internet
Joined October 2019
India’s inflation cools to 1.54% in Sept — the lowest in 8+ years! Food prices crash (veggies –21%, pulses –15%), while gold & silver heat up costs. RBI may eye another rate cut as price pressures fade. #IndiaEconomy #Inflation #RBI
11
13
140
Tata Trusts want Tata Sons to stay private. SP Group wants an IPO to sell its 18.4% stake and repay debt. Control vs Cash. Legacy vs Liquidity. The Tata empire’s most valuable asset — and its biggest internal tug of war — isn’t listed on the stock market.
6
27
378
Why Insurance (Term Plan + Health Insurance) Isn’t a Cost — It’s a Strategy? Most people see insurance as an expense. The smart ones treat it as financial armor. Insurance isn’t optional anymore — it’s a core part of financial planning. Here’s why: 1. Insurance is risk
3
16
158
Why Tata Broke Its Own Tradition — and Backed Chandrasekaran Again? Tata Trusts rarely bends its rules. Yet, N. Chandrasekaran is set for a third term - a move that signals both confidence and urgency. Here’s why the tradition was broken: 1. Continuity over convention: Tata is
5
18
227
End of thread. Follow @AdeParimal @investyadnya for sharp, data-backed insights on India’s markets, businesses, and investing trends. #TataGroup #IndianMarkets #Valuation #Investing #TataSons
1
0
14
9️⃣ * Estimated Value of Tata Sons (FY25): ~₹7.7 lakh crore * Upside Potential (with unlisted value unlocks): ₹8–10 lakh crore+ The hidden giant of Indian business may be bigger than anyone realises.
1
0
13
8️⃣ So, what’s the takeaway? Tata Sons isn’t just a holding company — it’s India’s ultimate business ecosystem, spanning everything from steel to semiconductors, airlines to AI. When this value unlocks, it could reshape how India looks at conglomerate valuation.
1
0
10
7️⃣ For perspective: That’s roughly the market cap of ICICI Bank or Bharti Airtel — and Tata Sons isn’t even listed yet. And this excludes the full potential of its private bets like Tata Digital and Air India.
1
0
9
6️⃣ Applying the Indian range: At 40% discount → ₹8.37 lakh crore At 50% discount → ₹6.97 lakh crore Midpoint (45%) → ₹7.67 lakh crore So, Tata Sons’ base valuation ≈ ₹7.7 lakh crore.
1
0
9
5️⃣ Because holding companies are private, layered, and don’t pass through all profits, analysts apply a “Holding Company discount.” For India, the range is 40–50%. (Globally, it’s 10–30%.)
1
0
8
4️⃣ Let’s talk valuation math 👇 Listed stakes: ₹12.75 lakh crore Add Tata Capital stake (~₹1.2 lakh crore) → Gross Asset Value (GAV): ₹13.95 lakh crore Now comes the tricky part — the holding company discount.
1
1
10
3️⃣ Beyond the listed empire, Tata Sons owns several key unlisted businesses: Tata Capital (now partly listed) Air India Tata Digital (owns Tata Neu) Tata Advanced Systems Tata Electronics Tata Play These unlisted arms could be the next growth engines.
1
0
13
2️⃣ As of FY25 data, Tata Sons holds stakes in 15 listed Tata companies worth ~₹12.75 lakh crore. Its crown jewel? TCS, which alone contributes over 85% of that value.
1
2
14
The Real Worth of Tata Sons — India’s Most Powerful Hidden Giant! 1️⃣ Everyone knows Tata Motors, TCS, Tata Steel, Indian Hotels… But the real empire sits above them all — Tata Sons, the holding company that owns them. Let’s break down what Tata Sons is really worth 👇
3
27
221
Silver ETFs Shine — But at a Cost! India’s Silver ETFs are sparkling — but not for the right reason. They’re now trading 5–12% above international silver prices, thanks to import duties, supply shortages, and festive demand. Normally, arbitrage keeps ETF prices close to global
11
18
278
Poland is arming up fast — 210k+ troops, 4.7% of GDP on defence, $50 bn in US weapons. But as Europe’s frontline bristles again. Are we preparing for peace — or accepting that peace is slipping away? Not a good sign for Global Equity Market.
3
7
76
India’s Market Story: From Valuation Game to Earnings Reality! India enters Samvat 2082 on strong footing — but this time, the rally’s fuel won’t be liquidity or sentiment. It’ll be earnings. The market is clearly shifting gears: - Nifty trades near 20x FY27 earnings,
4
5
89
China’s Export Curbs Could Redraw India’s Manufacturing Map 1.China’s new export restrictions hit key rare-earth materials and precision magnets used in cars, fighter jets, and clean energy equipment, effective Nov 8 & Dec 1. 2.The rules cover products with even 0.1% rare-earth
2
10
105
Gold Shines Brighter Than Ever — Safe Haven Demand Surges •Record High: Gold hits $4,059/oz, up 0.6%, setting a new all-time record. •Futures Jump: US December futures rise 1.5% to $4,059.60. •Massive Rally: Gold up ~54% in 2025, strongest yearly gain in over a decade.
6
8
128