The SOIC Podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠 Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
The SOIC Podcast
What is wrong with KPIT, Tata Elxsi & Tata technologies!
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SOIC
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.