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Tata Sons board grills BigBasket, Air India on losses; Tata Electronics shines
Our read
BigBasket's quick-commerce pivot and Air India's deepening losses signal that operational execution and unit economics—not just strategic repositioning—will determine which Tata businesses earn continued board patience.
The report,
Tata Sons' May 26 special board meeting reviewed group businesses for Tata Trusts chairman Noel Tata, with BigBasket and Air India drawing scrutiny over losses and path to profitability, while Tata Electronics emerged as a bright spot.
Reported figures
From the report. Source details below
| Air India FY25 loss | ₹10,859 crore |
|---|
Other figures
- 66% Tata Trusts stake
- 5-hour meeting
Why it matters to operators
The board's hard scrutiny of underperformers hints at potential restructuring, partnership, or divestiture conversations at BigBasket and Air India, while Tata Electronics' momentum strengthens its hand for bolt-on semiconductor M&A.
The source
Published
First seen