N Chandrasekaran Gets Extension as Tata Focuses on Semiconductors, EVs and Air India

N Chandrasekaran has secured a historic third executive term as chairman of Tata Sons, with Tata Trusts making an exception to its standard retirement policy, as per the news reports. His renewed leadership comes at a time when the Tata Group is making significant investments in semiconductors, electric vehicles and aviation, notably Air India.

Leadership Continuity Crucial to Tata’s Strategic Growth

For the first time, Tata has waived its retirement policy to retain an executive beyond 65. N Chandrasekaran's third term will begin in February 2027. His ongoing leadership is seen as essential to oversee high-stakes projects such as semiconductor manufacturing, EV battery gigafactories and the transformation of Air India. Under current rules, executives usually retire at 65, though they may continue in non-executive roles until 70.

Transformation in Key Industries

During Chandrasekaran’s tenure, the Tata Group has elevated its focus on advanced technology and digital sectors. Tata Electronics is entering chipmaking and assembly, while major EV battery plants are being established in India and the UK. Tata Digital expanded with ventures like Tata Neu, BigBasket, and 1mg, diversifying in groceries, health and fashion.

Air India’s Return and Integration

Air India returned to Tata after 69 years and underwent consolidation with Vistara and AirAsia India. The aim is to build a global airline. This aviation push aligns with Tata's broader ambition in defence and aerospace, backed by the acquisition of Tejas Networks and investment in 5G infrastructure.

Read More: TCS to Launch New Entity for AI and Data Centres in India!

Financial Performance Under Chandrasekaran

Under his leadership, Tata Group’s total revenue rose to ₹15,34,000 crore by FY25, with net profit reaching ₹1,13,000 crore. The conglomerate tripled its net profit and nearly doubled revenues during the last 5 years while investing ₹5,50,000 crore in new ventures. Tata Sons’ net worth increased from ₹43,252 crore in 2018 to ₹1,49,000 crore in 2025.

Conclusion

The extension of N Chandrasekaran’s term as executive chairman marks a defining moment for the Tata Group. His leadership is set to guide the conglomerate through major transitions in technology, aviation and EVs, ensuring strategic continuity during a transformative decade.

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