Noel Tata pushes Tata Sons board to scrutinize $11B bets as Digital, Air India losses mount

Tata Sons held its first detailed board review of loss-making new ventures, with Noel Tata instituting twice-yearly check-ins. Air India faces ~$3B FY26 loss, Tata Digital posted ₹4,610 cr FY25 loss. Chandrasekaran's reappointment up for discussion June 12.

— Source publishedTue, 26 May, 2026, 22:45 IST·First seen Tue, 26 May, 2026, 22:51 IST·Source Mint · Companies

What happened

Tata Sons board, prodded by Noel Tata, held first detailed review of loss-making new businesses including Tata Digital and Air India, with twice-yearly reviews

Key facts

  • $11 billion invested
  • Air India FY26 loss ~$3 billion
  • Tata Digital FY25 loss ₹4,610 crore
  • Tata Electronics FY25 loss ₹70 crore
  • Tata Trusts owns 65.9% of Tata Sons

Why this matters

Noel Tata's portfolio review of $11B in new bets opens a window for partnership or carve-out conversations on underperforming digital and aviation assets where ROIC pressure is now board-level visible.

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