Thread by @SmartSyncServ

AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

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1/

Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
~Ranked in the leadership zone of Zinnov Zones 2020 Report

2/

DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
~Transportation
~System Integration

3/

Notes from MDA

~IT Sector- 8% of GDP, 52% of Services Exported
~Capex budgets diverted to IT & digitalization
~Disturbance in Automotive Industries
~Global Auto demand is going to increase but at a slow pace

4/

Notes from MDA

~Media & Communication -1 of the few sectors that did well in pandemic
~5G adoption faster due to pandemic
~Inflection point for digital transformation in healthcare

5/

Notes from MDA

~Client Diversification
~Geographical Diversification
~Global Automotive ER&D to rebound
~Global Hi-Tech led ER&D to grow further

6/

Notes from MDA
~ Industrial Design & Visualization
~System Integration & Support

7/

Financial Analysis

~Other expenses decreased
~Overhead expenses came down drastically
~Travel Exp gone down 60-70%.
~A&P and Communication Exp fell 20%
~Leading to higher-margin & PAT

8/

~Balance Sheet
~Profit & Loss
~Cash Flow Statement

9/

More Resources to learn:

~10 concall Notes: bit.ly/3qiD6FM
~5 Min Stock Idea(July-2020) bit.ly/3j6pSus
~Infographic: bit.ly/3qkIKqT
~FY20 AR Notes bit.ly/3qjjyBf
~@soicfinance video: bit.ly/35MXLZm

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