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Tuesday, October 14, 2025

The Long Game: N. Chandrasekaran’s Third Term Redefines the Tata Legacy

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In a historic move, the Tata Group has reappointed Natarajan Chandrasekaran for a third consecutive term as Chairman of Tata Sons, signaling an extraordinary vote of confidence in his vision and leadership. The decision, which breaks the group’s customary retirement convention, underscores the trust placed in a man who has quietly but decisively transformed one of India’s most respected conglomerates.

A Rare Continuity, A Bold Future
Since taking charge in 2017, Chandrasekaran has led Tata Group through an era of massive technological and strategic reinvention.
• Group revenues have nearly doubled, while net profits have tripled since 2018.
• Flagship entities such as Tata Motors, Tata Power, Air India, and TCS have pivoted toward a future rooted in sustainability, semiconductor manufacturing, and digital excellence.
• From EV mobility to AI-driven analytics, Chandrasekaran has woven a coherent, modern narrative into Tata’s 156-year-old legacy.

From Crisis to Creation
While legacy sectors faced global headwinds, the Group doubled down on future growth pillars. Tata Power and Tata Motors are leading India’s clean-energy and EV revolutions; Tata Electronics is spearheading the country’s semiconductor dream; and Air India’s revival stands as one of the most ambitious turnarounds in aviation history.

Through it all, Chandrasekaran has anchored the conglomerate’s moral compass on trust, governance, and long-term value creation — proving that tradition and transformation can indeed coexist.

Stability in Ambition
This extension is not just about leadership continuity; it’s about strategic stability at a time when Tata’s global ambitions are accelerating. The move ensures coherence across projects that demand decades of commitment — from gigafactories and data centers to green hydrogen clusters and AI collaborations.

Even as TCS navigates market pressures, the group’s broader portfolio reflects resilience, innovation, and a steady climb toward global leadership.

The Tata Way Forward
Under Chandrasekaran, Tata Group has found a way to blend purpose with performance. The third term reflects a collective belief that the future of Indian enterprise will be built on clarity, courage, and continuity.

As one insider aptly put it —
“Tata is not just playing the quarter. It’s playing the century — and Chandrasekaran is its calm navigator.”

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