Tatas are ruling D-Street: 10 group stocks up more than 100% this year

NEW DELHI: Shares of Tata group companies have been on a roll this past month after Tata Motors bagged Rs 7,500 crore from global fund TPG Rise Climate for its passenger electric vehicle business.
Investors are hopeful that India's largest conglomerate may get more investment from global funds like Reliance Industries did back in 2020.
Experts expect Tata Group companies like Tata Motors, Tata Chemicals, and Tata Power to gain from investment in various components of the emerging Electric Vehicle ecosystem in India.
Tata Group is currently India's most valued conglomerate and contributes nearly 9 per cent to India’s total market cap of Rs 270 lakh crore, and the deal has triggered speculation that the Tatas will annnounce similar such investments for its other businesses.
The overall market capitalisation (m-cap) of listed Tata companies is up 102 per cent year-to date and has touched Rs 23.4 lakh crore already.
Mukesh Ambani's Reliance Industries, which is the second most valuable group in India, has a market capitalisation of Rs 18.19 lakh crore.
At least 10 stocks from the group - Tata Teleservices (Maharashtra), Nelco, Tata Elxsi, Tata Steel BSL, Tata Steel, Automotive Stampings and Assemblies, Tata Chemicals, Tata Power, Tata Motors and Tata Coffee have each jumped more than 100 per cent this year.
In absolute terms, TCS, Tata Motors and Titan have seen the highest increase in market cap since August but in percentage terms, Nelco, Tata Power and Tata Motors have seen the biggest jump.

The TPG deal is a bonus for the Tata Motors stock as its share price was already soaring on account of strong global sales.
Tata will form a separate electric mobility unit in which TPG and ADQ will get between 11% and 15% share, valuing the new entity at about $9.1 billion.
The pact is likely to benefit Tata Power too due to its presence in EV charging stations, which will help the overall ecosystem for EV space in India.
The stock is already up 173% this year and analysts feel the stock could soon hit the Rs 600-mark. Analysts expect Tata Motors to emerge as a "formidable player" in the EV space.
Tata Power has been rallying due to short supply of electricity on the back of coal shortage, as well as tie-ups with Tata Motors and Morris Garage for EV infrastructure.
By 2027, the business of EV charging stations can reach an estimated $29.7 billion, and Tata Power is aggressively expanding its electric vehicle charging network.
The company could soon be a leader in EV infrastructure in the country. The pick-up in economic activity has led to a surge in power demand. Also recent orders and deals bagged by Tata Power in the solar power have pumped up the stock.
Tata Power aims to be net zero-carbon by 2050. The stock is up 95% in just a month and 215% year-to date.
Shares of Tata Chemicals have skyrocketed 131% in 2021 as the outlook for the chemical industry is positive due to rising soda ash prices as well as power shortage in China. A large chunk of the company’s revenue comes from the sale of basic chemistry products which includes soda ash.
Tata Communications shares have also surged 32% in the last six months on expectation of double digit growth. “TCom remains confident of revenue growth from winning smaller deals and usage-based revenue contributes 25% of data revenue, which has significantly moderated.
Unlocking is helping drive usage-based revenue, which will add to growth,” said a report by ICICIdirect.
Jewellery and watches maker Titan has also made a comeback and the stock is up 68% in the last six months.
The market capitalization of this Tata group stock has surpassed the Rs 2 lakh crore mark as the company witnessed strong recovery in demand across its consumer businesses after the impact of the second wave of the coronavirus faded.
During the September quarter, sales closed to pre-pandemic levels in almost all divisions.
Tata Steel is also up 113 per cent year to date as steel prices are expected to go up further, fetching margin gains for the company that has helped the metal company to reduce its debt in the last one year.
Here is a chart of the most valued bits of the Tata empire:

The biggest factor: Tatas have won the Rs 18,000 crore bid for Air India and have taken back control almost after 68 years, which has boosted confidence in the aviation sector.
Given that the Tatas already have majority stake in Air Asia and Vistara, the takeover of Air India will only strengthen their foothold in the aviation space. And its shopping spree hasn't stopped here.
The Tatas have made several acquisitions this year, including start-ups. In May, Tata Sons acquired India's largest online grocer BigBasket for over $1 billion while Tata Digital, which is building the Super App called TataNenu, is strengthening its e-tail portfolio through the acquisitions of online fitness company CureFit and 1mg, an online pharma company. Experts believe the super app is the next big big trigger for the market.
All Tata Group companies, barring TCS and Tata Communication, have outperformed industry peers and the sensex. Tata Group's market cap is up 49 per cent year-to-date, while the BSE sensex is up only 28 per cent.
Since August alone, Tata group companies have added more than Rs 4 lakh crore to the market cap.
In a poll conducted last month by Equitymaster, Tata Group emerged as the most trustworthy corporate group. The Tata Group garnered 66.3 per cent of the total votes, which is more than double the number of votes (31.8 per cent) it had received in the last such poll conducted in 2013.
Except for Tata Group, none of the other 16 groups were able to win the trust of more than 5 per cent of the total number of participants.