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: https://t.co/9NzvH2rTkz
~5 Min Stock Idea(July-2020) https://t.co/FP5EWu6vMV
~Infographic: https://t.co/0V8KpHkWck
~FY20 AR Notes https://t.co/rApz6XYfHw
~@soicfinance video: https://t.co/SuuwDaTS7h

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Great article from @AsheSchow. I lived thru the 'Satanic Panic' of the 1980's/early 1990's asking myself "Has eveyrbody lost their GODDAMN MINDS?!"


The 3 big things that made the 1980's/early 1990's surreal for me.

1) Satanic Panic - satanism in the day cares ahhhh!

2) "Repressed memory" syndrome

3) Facilitated Communication [FC]

All 3 led to massive abuse.

"Therapists" -and I use the term to describe these quacks loosely - would hypnotize people & convince they they were 'reliving' past memories of Mom & Dad killing babies in Satanic rituals in the basement while they were growing up.

Other 'therapists' would badger kids until they invented stories about watching alligators eat babies dropped into a lake from a hot air balloon. Kids would deny anything happened for hours until the therapist 'broke through' and 'found' the 'truth'.

FC was a movement that started with the claim severely handicapped individuals were able to 'type' legible sentences & communicate if a 'helper' guided their hands over a keyboard.