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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.