Episode Details
Back to EpisodesWhat is wrong with KPIT, Tata Elxsi & Tata technologies!
Published 8 months, 3 weeks ago
Description
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.