Tata Sons chair Chandrasekaran refuses FY26 raise as group profit slides 17%

N Chandrasekaran has declined an FY26 pay hike at Tata Sons after FY25 net profit fell 17% to Rs 28,898 crore despite revenue climbing 24% to Rs 5.92 lakh crore. Internal concerns center on capital allocation and weak profitability at new ventures including Air India and Tata Electronics, with TCS still carrying 43% of group profit.

— Source publishedWed, 17 Jun, 2026, 08:38 IST·First seen Wed, 17 Jun, 2026, 10:02 IST·Source ET Retail

What happened

Tata Sons chairman N Chandrasekaran has declined an FY26 pay hike amid internal concerns over capital allocation and profitability of new ventures. FY25 net

Key facts

  • FY25 revenue Rs 5.92 lakh crore (+24%)
  • FY25 net profit Rs 28,898 crore (-17%)
  • Chandrasekaran FY25 pay Rs 155.8 crore (+15%)
  • salary Rs 15.1 crore
  • commission Rs 140.7 crore
  • TCS = 43% of group net profit

Why this matters

Tata's profitability strain at Air India and Tata Electronics could reshape M&A appetite toward bolt-ons that accelerate path-to-profit rather than further capex-heavy platform builds.