#TataElxsi is a niche player in design n technology services.
#TataElxsi provides cutting-edge solutions for driverless cars, connected vehicles and more and that these designs are assisting customers in reimagining products and services.
In comparison to its competitors, #TataElxsi business model is unique.
Until market improves, this stock could return another 15-20% over the next 8-10 months.
#TataElxsi would be expensive in terms of valuation, but given d global recession fears, it hardly saw any correction
#TataElxsi proving Growth investing is not dead, not yet.
The way #TataElxsi today has moved it seems like it is getting ready for some bonus or split. Let's see!
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#TataElxsi is now on the way to become TCS of ER&D stocks as last 7 quarters Co hv been consistently growing sequentially.
Compared to the last financial yearr, Co is starting with a much healthier order book this financial year.
Last quarter’s attrition no's were better than the overall industry.
Attrition has been a reality
for the last 30 years since Co's have been in existence. It has peaked at certain times, and it has dropped at certain times.
Fixed price project which is 54% of the total delivery is helping Co in terms of the bottom line as they are
able to execute and perfectly deliver those projects on time. It is also helping Co in terms of
realizing better rates.
As covid breakout news coming in China since few time n after that cases started coming in India as well, i exited EMT along with RateGain for time being few days back..as i feel these stocks likely to underperform n i hv other potential opportunities in my mind
Also if i buys anything its not that buy n sit tight.....i continuously churn based on latest developments happening
In bearish markets i am avoiding high valued PE stocks n churning them into comparatively low valued PE stocks after recent correction
Large deal momentum has become a regular feature at #LTTS.
The Airbus deal win came due to the fact that #LTTS is one of the best ER&D firms in the Indian subcontinent.
#LTTS receives such accolades these days coz it has developed strong domain knowledge in ER&D.
Given the pickup in large deal wins especially in EACV segment in FY22 and an all-time large deal pipeline, #LTTS FY23 dollar revenue growth guidance of 13.5-15.5 per cent Y-o-Y appears to be conservative.
#LTTS is largest pureplay ER&D firm from India and they have it in them to make it to the top five global ER&D technology companies
#LTTS currently in top 10 global ER&D firms have set a plan to get to the global top five firms.
#LTTS management on Co's performance visibility ahead after Q3:
Company continue to see double-digit growth in the next 3-5 years on the rising penetration of ER&D services n higher spending on digital engineering.
Digital Engineering revenues were 56% in Q3 versus 55% in Q2.
Deal pipeline continues to see healthy addition and the demand outlook in US and Europe remains strong.
#LTTS will continue to invest in their six big bets which will allow them to participate significantly in customers transformation journey and win large deals.
Client profile, which indicates number of Million dollar plus accounts has shown a sequential improvement in USD30 mn & USD10 mn plus categories. The client profile numbers hv seen an improvement over d past few qtrs n this trend will continue in d coming quarters as per mgmt.
#CleanScience is a Highly innovative company with professional mindset, capacity expansion and non-patent approach, Massive cashflows generation and Power of Competitive Advantage.
#CleanScience will be the first company to develop HALS series (Hindered Amine Light Stabilizers) in India.
HALS has a global market size of $1 Billion and CAGR growth of 12%.
HALS are basically used to stabilize/protect the color, surface, gloss retention, UV protection, Dust protection, enhance self life etc for huge varities of products that we see and use in our day to day life.