Tata Tele Services ltd.Shares.

🎯TTML🎯

Promoter Shareholding: 75%

01. Tata Tele Services hold 48% shares (94,41,74,817) that is around 94.5 Crores shares

a. Out of the above 66 Crores shares belong to TATA SONS, as 70% of Tata Tele Services belongs to TATA SONS…

b. So, it is 33% cross holding of TATA SONS

02. TATA SONS hold 19% shares (38,27,59,467) that is around 38.25 Crores shares

03. Tata Power holds 6.5% shares (12,67,20,193) that is around 12.65 Crores shares

a. Out of the above 5.8 Crores shares belong to TATA SONS, as 46% of Tata Power belongs to TATA SONS…..

b. So, it is 3% cross holding of TATA SONS

Point to be Noted:

 TATA SONS hold 138.55 Crores shares (55% shares) in TTML

Public Shareholding: 25%

01. Around 2000 individuals hold (16,42,75,675 shares) 8.5% of the shareholding

02. Small investors hold (28,79,39,543 shares) 15% of the share holding

03. Rest of the shares by others

Point to be Noted:

 Only around 28 Crore shares are available for trade.

Other Points:

01. Tanla platforms got included in the MSCI index back in Nov 2020 and till today it is still included but the buying volumes have thinned buy selling has not yet started by MSCI since they bought lot of shares in the initial months between 400-1000 and now the share price is sitting at 2k and a lot more value to be unlocked. Now coming to TTML which was included in NOV 2021, since there is enough liquidity as of now in this counter for MSCI, they will continue to add more at these throw away prices and hold on minimum for a year is my strong conviction. and this year there is still huge participation anticipated by DII/mutual funds more aggressively in TTML. Even in the case of Tanla it first got included in the MSCI index and later only all DII/MF/Premji invest entered at much higher prices. TTML is now at that inflection point and let us hope for the best. (Source Based)

a. Usually if it is in MSCI, the Foreign investors will hold of at least 3X of price.

02. TATA SONS has infused in TATA TELE SERVICES (Parent) about Rs.46,000 Crores in the year 2019. So from where will they get back.

03. TATA SONS guarantees Rs.14,000 Crores of AGR to Govt. Of India in the month of NOV 2021, again from where will they get it back.

04. So, 195 Crores Shares (100%) at FV of Rs. 10/- i.e. Rs. 1,950 Crores is now Rs. 48,000 Crores at Rs.250 MV.. Then 75% means Rs.36,000 Crores.

05. Rs.60,000 Crores has been infused into TATA TELE SERVICES and assuming it needs to get from TTML 70% of it then TTML needs to give Rs.42,000 Crores back to TATA TELE SERVICES.

06. TTML has to make for Rs.42,000 Crores in its market capital and also give a decent profit for the TATA who brought TTML from HUGES TELE in the year 2002 for 51% stake at Rs. 700 Crores.( Rs.100/- invested in TCS IPO in the year 2004 is now at least Rs. 30,000/-, excluding dividends. That is 30X). Going by this TATAs have just got the average return on the investment they have done in the year 2002. What about the latest Rs.60,000 Crores in communication sector ?

07. TATAs usually sit tight and may be as they consolidated their consumer businesses, they may do the same with all Communications also, if so TTML should be valued at least at Rs. TWO LAKH Crores, means Rs.1000 per share by the year 2023.

Conclusion:TRY TO FORGET that we have invested in TTML and think that we have spent that money lavishly…. TTML in future will give rich dividends, which will be enough for the living. 

Target Price : SKY.☑️👆