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What is wrong with KPIT, Tata Elxsi & Tata technologies!
Manage episode 491656786 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we break down what’s hurting India’s top ER&D IT companies like KPIT, Tata Elxsi, and Tata Technologies. We explore business cycles, financials, valuations, and the key reasons behind the slowdown in this sector.
🔑 Key takeaways:
- What makes ER&D companies different from IT services firms
- How operating leverage impacts growth and margins
- Why sales growth is slowing for KPIT, Tata Elxsi & Tata Tech
- Insights from industry-level data, OEM struggles, and global EV impact
- A look at valuations and whether this sector is still attractive
Ideal for investors tracking tech, auto-linked IT, and long-term business trends.
31 episodes
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Manage episode 491656786 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, we break down what’s hurting India’s top ER&D IT companies like KPIT, Tata Elxsi, and Tata Technologies. We explore business cycles, financials, valuations, and the key reasons behind the slowdown in this sector.
🔑 Key takeaways:
- What makes ER&D companies different from IT services firms
- How operating leverage impacts growth and margins
- Why sales growth is slowing for KPIT, Tata Elxsi & Tata Tech
- Insights from industry-level data, OEM struggles, and global EV impact
- A look at valuations and whether this sector is still attractive
Ideal for investors tracking tech, auto-linked IT, and long-term business trends.
31 episodes
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Similar to The SOIC Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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continue reading
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…
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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