Send us a text 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.
