Tata Elxsi Business analysis| A Forward Looking IT Business

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Business Analysis - Tata Elxsi Ltd
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
Time Stamps:
✯ SOIC's Cashflow Quadrant: (0:00)
✯ Tata Elxsi Business History & Verticals: (6:02)
✯ Difference between Tata Elxsi and other IT Businesses: (7:09)
✯ Trend of Software & Electric Vehicle: (9:28)
✯ Different Business Segments & Size of Opportunity: (12:42)
✯ Key Business Metrics: (25:16)
✯ Sources of Risk: (29:40)
✯ Valuations: (30:13)
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Опубликовано:

8 июл 2024

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Комментарии : 857

@SOICfinance 3 года назад

CIO=Chief information officer and not Chief Investment Officer🙏 So used to the word investing, made a mistake 😂😂😂

@rosewithwater 3 года назад

Being a investor :) , But where is the English captions, I dont understand Hindi being in South India :)

@SOICfinance 3 года назад

@@rosewithwater Tomorrow morning :)

@rosewithwater 3 года назад

@@SOICfinance thank you so much again :)

@oneknightfight3970 3 года назад

Yaeh humnas make Mistake its normal

@rosewithwater 3 года назад

@@SOICfinance Thank you for updating the English captions

@eswaranp9243 3 года назад

Amazing Analysis...this is the first time I have ever seen a real analysis of an IT firm on youtube instead of just reading the revenue growth and financial ratios from a lot of channels...thank you very much hope to see more videos on IT firms..

@pritpalsinghchawla7820 3 года назад

We are glad to see expanding your anylisis from CHEMICALS/PHARMA to IT sector.🙏

@imMavenGuy 3 года назад

Being IT Veteran I can say this is a very practical analysis, specially the attrition part.

@SANTOSHKUMAR-wx1ow 3 года назад

Great sir...itni asani se aapne it company ka bussines model samjha diya..ye koi aur nahi kar sakta..only u.. Thanks alot🙏

@101storiessumansukla2 3 года назад

I am an investor for last 3 months in TATA ELXSI, BUT I NEVER HAD THIS KIND OF KNOWLEDGE AS YOU SHARED TODAY, SIMPLY UNPARALLAD,I HAVE NEVER TAKEN ANY PAID COURSE OR SEMINER ALL I LEARNED BY MY OWN, IF I EVER DO ANY PAID COURSE FROM ANY WHERE I WILL DO SOIC INTENSIVE COURSE ONLY, IF A FREE VIDEO HAS THIS MUCH CONTENT OF KNOWLEDGE, I AM SURE PAID COURSE WILL BE A LIFE TIME ASSET FOR EACH ONE OF US, I REQUEST EVERY ONE TO JOIN YOUR CHANNEL AND YOUR PAID COURSE, I WILL DEFENETLY JOIN ONCE, AND HATS OFF TO YOU FOR SUCH INTENSIVE RESEARCH ,SALUTE TO YOUR HARD WORK, AND DREVIEN BY THE GREED OF SUCH AMAZING KNOWLEDGE, I WOULD LIKE TO REQUEST FOR A BUSINESS ANALYSIS OF INTELLECT DESIGN ARENA AS WELL IF POSSIBLE SIR

@vaibhavmurukate1485 3 года назад

This is by far the best analysis I have seen for Tata elxsi on RU-vid. Also learned few new concepts too. Thank you ❤️

@SOICfinance 3 года назад

Thanks, Vaibhav for your kind words :) Hope to keep adding value to your investing journey. To read our latest blog on the Alcohol industry, Deepak nitrate, kindly visit- www.soic.in/blogs

@prasadrn5896 3 года назад

Great analysis!!! We get the number crunching most of the time, but this qualitative analysis was what was required. Kudos.

@llnvamsi 3 года назад

Being an employee in Tata Elxsi, can say the business analysis is top quality. Learnt new things about the company myself.

@SOICfinance 3 года назад

Thank you so much!

@bipulkumardeka2239 3 года назад

How do you see the company mam?

@koshyjoseph2605 3 года назад

Superb analysis covering different buckets along with valuation. Holding Tata Elxsi, 5X bagger. Hats off.

@rohitmishra041 3 года назад

You are real gem of knowledge... thanks a lot for putting this kind of effort to make aware retail investors like me...🙏

@gautamn2002 Год назад

This is the best analysis of Tata ELXI I have found on RU-vid. Thanks SOIC🙏.

@girijakki1973 3 года назад

Excellent analysis sir, conclusion helped to get understanding of seen vs unseen value of business. Every session from soic teams gives some thing new to learn. Appreciate for all your passion and hardwork.

@Djrahul1000 3 года назад

What a great & diversified business, thanking SOIC is not enough, u share so much knowledge in depth👍

@debashishchakraborty4221 3 года назад

Never seen such a detailed analysis.. may god give you all the success in ur life..

@ASHISHYADAV-hc4gk 3 года назад

Great work. You are so young and have developed such a mature way of understanding and analysing businesses. You also convey things in a very lucid manner. Deserve to be called 'Sir'.

@SOICfinance 3 года назад

Hi Mr. Ashish !😁 Thanks for watching our video. We’re glad our content was educational and interesting for you. 💯 We hope you continue to learn along with us! We appreciate your kind words. 🙏 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

@uttamdutta9868 3 года назад

Your first attempt at video on IT sector deserves a thumb up. You have added one more feather to your overcrowded turban 😀

@SOICfinance 3 года назад

Thank you so much :)

@ashokbalani2010 3 года назад

There is no better channel than SOIC. Totally changed the perception on stock market investing.

@unseenfacts7309 3 года назад

Super …Thanks ISHMOHIT SINGH JI .

@karanmalik7336 3 года назад

No one has done analysis of each product line, they simply say it's IT company & I don't understand it. You proved them wrong. Great job !!

@SOICfinance 3 года назад

Thanks for the view :)

@balrajdubey4287 3 года назад

Beautifully made. Easily explained the intricate business's. Hats off.

@mridulsharma1676 3 года назад

Great analysis. I am a happy shareholder at 700 levels during auto downturn cycle when tata motors was also not doing well.

@sakirsaiyed49 3 года назад

Outstanding... elxsi is not a typical IT company but a new generation tech which caters to technology and innovation

@MS-mz9jf 3 года назад

You are really a source of light of knowledge & wisdom... you are great!

@shashikant-qv7xq 3 года назад

Simply great study on Tata elxsi all the fundamental /principles and future are good 🙏

@RohitJadhav-uw1hg 3 года назад

Paaji....gajab kar ditta. Dheere dheere saare retail investors ko aapse pyaar hona hai. Pappiya ji!

@SOICfinance 3 года назад

Hope to keep educating :)

@pinkisingh6339 2 года назад

Crisp and clear explanation. Thank you

@nandkishorkr9808 3 года назад

In one word your effort...Excellent

@shobhitg7232 3 года назад

Few points to note : 1. So product design business involves lot of product analytics , 2. Product analytics can be in auto domain , healthcare domain as the business of this company as well 3. Indian IT is preferably ahead in legacy IT services because of cost factor 4. CRO business in IT which u mentioned looks interesting but it requires a lot of expertise in terms of R&D , and experience too. Syngene has it in terms of pharma as it can compete with global players too, but not sure if Tata elxi can do the same too . Very good analysis :) , thanks for the presentation

@pratikchitalia5079 3 года назад

Thank you for the in-depth analysis on Tata Elxsi. I must say that even the management of the company under analysis might not have the level of knowledge and insights you gather and present. Only word I could think of for the work you do is "superrrrrr". It will be very helpful if you could create a similar video on L&T Technology Services (LTTS). Thank you Sir. God Bless

@rushinshah8270 3 года назад

U are great...u r giving a different way of thinking to any industry 🔥🔥

@healthywealthynwise6272 3 года назад

Along with providing knowledge , Presentation is Top class 👍 Learnt a lot 👍

@rohitindurkar 3 года назад

Another great analysis, SOIC is d best channel on Stock analysis. I keep recommending everyone this channel for analysing company. Thanks a lot Ishmitji.

@SOICfinance 3 года назад

Much appreciated!

@ShishirChandrawat2301 2 года назад

Investing ki duniya ka sabse bada paap, Love the analogy man :)

@totrepackaging 3 года назад

A very high level business and technical analysis ...

@SOICfinance 3 года назад

Thank you :)

@devmishra2595 3 года назад

Agree 👍

@arunmaurya89 3 года назад

Mind blowing analysing, touch all key parameters, u have done g8 effort to teach us thanks

@darshandedhia854 3 года назад

Sir sir sir you are the Sea of knowledge.Thanks a ton for your great efforts .Hats Off 💐

@abheetnigam 2 года назад

Bro, this is real knowledge!!!! not just talking about ratios and few benchmarks.

@rajneeshsinghraikwar7352 3 года назад

What a man Salute your work 🙏🙏🙏

@pritpalsinghchawla7820 3 года назад

Nice & in-depth anylisis of an IT company which are mostly not seen on digital media.God bless you.🙏

@venkat3029 3 года назад

Thank you SOIC

@govindarun1947 3 года назад

The subscriber numbers are increasing at a really good pace. Waiting for it reach a million.

@SOICfinance 3 года назад

Hope so!

@pandip8830 3 года назад

Thank you for educating us and explaining intricacies

@PhantomVedvrat 3 года назад

Really appreciate your videos. The stocks chosen are extremely interesting, apt for long-term investments and the analysis is in-depth and well researched. You are doing a great job! Thank you for sharing this and do keep making these videos, especially on the key stocks to invest in.

@SOICfinance 3 года назад

Hi Vedvrat!😁 Thanks for watching our video. We’re glad our content was educational and interesting for you. 💯 We hope you continue to learn along with us! Kindly note that our content is only meant for educational purposes, we aim to educate and not give any investment advice, recommendations or suggestions. We request all our viewers to do their research to make informed decisions. If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

@ramneekkour754 3 года назад

God bless you What an effortless flow of ideas and elaborate seamless explanation👏👏👏👏

@tonycastelino547 3 года назад

Being the first in IT sector, you have done great justice. After a long overdose of chemical analysis, a fresh dose of IT is most welcome. Concentration to diversification will bring you rich dividends. Do an analysis of Intellect Design is my request.

@ravindersheoran7545 3 года назад

Sir, what a great analysis....never ever find such typ of knowledge anywhere expect SOIC.... Good Bless You.... Please make a detailed video on Plywood markets..

@umakantdeshmukhe7632 3 года назад

Very effective and logical analysis. Thanks a lot. Fantastic presentation.

@metallic5in 3 года назад

Ur information are very detailed irrespective of industry sectors. I personally able to understand the business module of company, as Warren buffet said always invest in business not on share prices. 👍

@nachiketdaithankar4405 3 года назад

Brilliant,as always❤️ Please do an analysis on InfoEdge wherein investors cannot really use traditional parameters like ROCE,PE etc. to derive the value of the stock. Would love your take on such a unique business.

@rajulucbg7220 3 года назад

Sir, You're giving us very interesting and important information. Dhanyavaad, Dhanyavaad. Very valuable program...

@ashishagrawal7885 3 года назад

Thanku

@SOICfinance 3 года назад

Hi Ashish!😁 Thanks for watching our video. We’re glad our content was helpful for your learning process. 💯 We hope you continue to learn along with us! 👍 📌We look forward to your thoughts about our upcoming analysis of Saregama on Sunday at 11 a.m. 📌📣

@jsumit647 3 года назад

I bought at 900 a year ago by doing my own analysis and happy for my study

@vinayoza4013 2 года назад

Thank You sir for This awesome video.After watching Your videos on Happiest minds & LTTS, I invested in both stocks & Generated Decent Profits .I am long term investor.You made my Investment Journey Beautiful.Thank You Sir.

@SOICfinance 2 года назад

No recommendations, only meant for educational purpose. Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

@manikanta1841 3 года назад

One word. Awesome analysis

@rahulkatu3737 3 года назад

As usual entire video is quality content. Last 2 mins ( honest comment on valuations) are ❤️.

@SOICfinance 3 года назад

Hi Rahul !😁 Thanks for watching our video. We’re glad our content was informative and engaging for you. 💯 We hope you continue to learn along with us! If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

@siddhantdwivedy4921 3 года назад

Nice analysis. Very good explanation. Just a point to mention that bigger IT players like TCS are focussing & growing more these days in Embedded, mechanical, and Health care product design services as well and taking away major potential clients from companies like Tata elxsi and KPIT. I see this as a major hindrance to the growth of these smaller companies.

@ajaysoni3236 3 года назад

Excellent analysis. Pls analyse Happiest Minds, before Q1 of 2022 Complete analysis and professional approach for business risk/valuation Looking forward to more such videos from SOIC Kudos to the team

@rajbondugula9840 3 года назад

I really wish you come up with stocks that are not already in radar. Stocks which are not covered by analysts. Big fan on your work. !! Thank you for all the hard work you put in.

@raghvendratomar4806 2 года назад

Your Annalise is great. I am very happy. Congratulations your Annalise.

@kuldeepbisht6534 3 года назад

Stock market ke upar sabse best stock analysis channel hone wala hai ye Arora bhai , 🎉 🔥 I can bet on this , wondering . Keep it up 🎉

@yuvarajpatel 3 года назад

SUPER BHAI!!!! 🔥🔥🔥 Love your vdo! My IT small case which is diversified and future outlook : 1. Elxsi 2. KPIT 3. LTTS 4. Intellect Design Arena

@SOICfinance 3 года назад

Superb!

@MrKrishnenduG 3 года назад

For me, Affle/ Dixon / craftsman/ AIA from your vault of knowledge are much expected... Don't say it is a simple business but we expect complex business easily decode by you... Lot of respect 🙏

@revasrewatkar474 3 года назад

Excellent analysis very comprehensive !!!

@bestofbest868 3 года назад

One of best stock market chenel but undervalued

@tirthraj3523 2 года назад

Wonderful Analysis

@umakantyadav8965 3 года назад

Thanks so much soic team

@jpsharma101 3 года назад

Really excellent analysis ..God bless u

@z2zugzwang 3 года назад

I have been reading up on Tata Elxsi for a few months. I wasn't convinced with its valuations. You seem to have tied up all the loose ends. Thanks you for taking the time & effort to analyse this company. As always, it was wonderful. Please keep up the good work Ishmohit.

@GauravDewangan-tp2ef Год назад

i think its correct time to buy now

@urmishbhatt 3 года назад

Thnks you very much.. Gratitude.. We are using your knowledge free of cost.. Lots of love

@SOICfinance 3 года назад

Hi Urmish !😁 Thanks for watching our video. We’re glad our content was helpful for your learning process. 💯 We hope you continue to learn along with us! ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

@akshaybagve7422 3 года назад

Great in depth business analysis i have ever seen. Keep it Up. ❤️

@SOICfinance 3 года назад

Hi !😁 Thanks for watching our video. We’re glad our content was educational and engaging for you. 💯 We’re glad our content was helpful for your learning process. We hope you continue to learn along with us! Thanks for the encouragement 🙌💯 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

@saumilparadkar8636 3 года назад

Phenomenol As Usual... Keep it Up Ishmohit

@akshatagrawal7386 3 года назад

Very intense and insightful

@aakash950 3 года назад

sir please happiest mind sir best analysis so far i appreciate the hardwork you put because we know company do IT business but not actually what they do you showed us in a simple maner

@accool06 3 года назад

Very good analysis and 30 min feels perfect time from viewing prospect All the best sir waiting for the next video

@ravindrabajpeyi4841 3 года назад

I realy surprised what a deep analysis , I thik the best analysis

@vijaydixit4158 3 года назад

Excellent in depth analysis of company as usual. Thank you very much.

@SOICfinance 3 года назад

Much appreciated!

@technointergraph 3 года назад

Too good. Bless your team.

@BHAVESHPATEL-xq7ff 2 года назад

Aaj tak ka sabse accha analysis dekha.

@SOICfinance 2 года назад

Thank you & glad you liked it :) Hope to keep adding value in your investing journey.

@indrajithchand 3 года назад

Brilliant as Always Ishmohit !! Great to see the channel expanding its horizons..

@SOICfinance 3 года назад

More to come!

@jigneshthaker 3 года назад

Good efforts on detailed yet simplified analysis.

@manojkumarpoosa 3 года назад

The most awaited video

@Rio-ze1ru 3 года назад

I reached this channel by searching ASTRAL video. It was so good to watch half the videos of the channel in 3 days. Please make a video on BRITANNIA

@dannyboysharma7953 Год назад

TataElxi is just beast ........incomparable 🔥💪💯🌟

@SOICfinance Год назад

😃👍

@sanjibpandey556 3 года назад

Tata Elxi is the best....will continue to grow

@SOICfinance 3 года назад

Hi Sanjib!😁 Thanks for watching our video. We’re glad our content was informative and engaging for you. 💯 ✅ Keep yourself updated by checking our RU-vid community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

@aarthibhandary5120 2 года назад

Wow thank you so much for this detailed analysis

@SOICfinance 2 года назад

Thanks Aarthi :) Hope to keep adding value

@shankar167 2 года назад

Another Master piece

@SOICfinance 2 года назад

Thank you Shankar :)

@nijisnkysanjay 2 года назад

Deep research Great work Thank you

@SOICfinance 2 года назад

Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

@siddharth00100 3 года назад

veerji you are doing a phenomenal job. More power to you.

@marketchef2513 3 года назад

Great Analysis on Tata Elxsi

@nabarunbhaumik3133 3 года назад

Excellent analysis.

@panthya9975 2 года назад

Very detailed video I have seen on this stock so far. Keep it up bro 👏👏👏

@SOICfinance 2 года назад

Thank you :) Hope to keep adding value

@mahantheshdn940 3 года назад

As usual superb analysis sir

@ravikumarjaiswal6894 3 года назад

Excellent analysis

@rajinderkumar265 3 года назад

A perfect video. Knew many new things about Tata Elxi profile. Great work. In fact short of words for expressing my gratitude for educating through such a quality presentation. I wish a similar video on Tata Communication. Thank you once again.