AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.🙂

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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Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇

It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details):
https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha

I've read it so you needn't!

Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.

The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.

Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
Still wondering about this 🤔


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