EPISODE · Jun 30, 2025 · 14 MIN
What is wrong with KPIT, Tata Elxsi & Tata technologies!
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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 firmsHow operating leverage impacts growth and marginsWhy sales growth is slowing for KPIT, Tata Elxsi & Tata TechInsights from industry-level data, OEM struggles, and global EV impactA look at valuations and whether this sector is still attractiveIdeal for investors tracking tech, auto-linked IT, and long-term business trends.
What this episode covers
Send us Fan Mail 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 firmsHow operating leverage impacts growth and marginsWhy sales growth is slowing for KPIT, Tata Elxsi & Tata TechInsights from industry-level data, OEM struggles, and ...
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What is wrong with KPIT, Tata Elxsi & Tata technologies!
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