KPIT vs LTTS vs Tata Elxsi | Q4 FY23 Results Comparative Analysis (with English Subtitles)

[@ShreeHari6]

Simplicity at its best Highly cool calm and outstanding presentation Content is super and highly unique Thanks

[@sasankapathak9937]

I think KPIT will reward us substantially. I am adding it to my portfolio gradually. Thanks.

[@abduljaveed8834]

Thnaks. I started to take from 535 every month I'm doing SIP. Strong bussiness for next 5 to 7 yrs

[@koparamjagadeesh2925]

Hi sir good and valuable information I have KPIT share adding more to my portfolio.

[@drprithankachatterjee7834]

Thank you Sir. Very nicely explained and very much informative. Holding Tata Elexi for one and half year and its giving good returns

[@ashokagarwal7869]

Your analysis was quite enlightening but you should give your conclusion as which is is best

[@tusharkantiduttachoudhury1862]

Beautiful informative analysis, thanks a lot. Hope to see similar comparative analysis in future.

[@MohdAli-fg6mj]

Hi sir, in 2021 parimal sir was explaining why KPIT business is worth to keep in radar, that time kpit was trading at Rs 303, I didn't take that serious and now I bought few stocks at 900 price. Missed it.

[@suvomkhamrui6154]

Me also

[@NoBlindlyFollow]

Bro, KPIT went from 300 to 900 by doing annual report manipulation, if u want to understand in details please read carefully annual report, now it's hardly chances it will go more than 2k, On social media I can't post in details. Satym ka bhi Share ki rally hui thi, Kya hua Badme

[@imranzia3302]

@@NoBlindlyFollow I think you missed the rally.

[@NoBlindlyFollow]

@@imranzia3302- Bro, Manipulation ki rally temporary rahti hai, if I tell I was employee,Utne me hi sabkuch hota hai, Don't be blind in Share market, either u will lose money if not then u will not earn more than 10% profits after spending lots of year. Iski kya guarantee Parimal sir is not invested in Kpit share and expecting they should earn and sell share and the People like u will buy at high price and then wait for next 5 years for profit

[@sonuTej]

Buying good stock at high price is not worth. If it goes down 50% and stay there for long time before ralling again you should average believing in company. 99% chances are there that you can't hold it and will sell in loss

[@sachidanandsinha6921]

Very important comparison will help in preserving diff shares value wise

[@DownloadApps-b6t]

very informative. thank you

[@rajeevsinghbais1727]

Fantastic comparison, really it is good

[@vicv5659]

very well explained !!

[@rajeshmondal6651]

Your Explained very well👍

[@girishdubey1405]

Sir aapke portfolio me KPIT hai. Usne deliver kar diya return. But in the long run, Tata and L&T Both will beat KPIT.. Deep pockets are always winner

[@amitabhprasad]

Tata may be but L & T I don;t think please watch the video again to understand what LTIT is commanding lowest valuation among the three !

[@sahekhar]

Very Beautifully Explained sir,

[@chetanshah3829]

very informative & also nicely explained.will wait for another video.

[@bablianand995]

Sir thanks for this useful video. So which is the best ? Kpit, ltts or tata?????

[@basirankhatoon5511]

Sir tata technology kesa rahega sir after listing

[@balbirsingh-iw1lo]

I have KPIT ... should I keep building on dips or buy Elxi at current price

[@bhilaibabu]

Have Tata Elxsi (9% of portfolio n 43% gain ) and LTTS (3%, new). Long, very long - read >5 years Missed KPIT. Other in Tech Sector are TCS INFOSYS HAPP MINDS making total of 28% of PF. Rationale- this decade everything needs Tech and Engineering support- even AI and Cloud and EV

[@dheersheth7833]

Nice comparison explanation

[@srismallik2384]

Very nice presentation Sir.

[@arunpatil8064]

Very well explained. Good analysis.

[@pntiwari4937]

All the three are good. If any one is best then only a gamer or risk taker will invest in one stock. Investment in 5/6 stock including stock from IT sector. Innovative way of making video on any topic and giving sermon and earning advertising cut.

[@nandkishorkr9808]

Very nicely explained..!!🙏🙏🙏

[@thoimaisnam2670]

Thank you sir, very informative video. such series are always very informative and please keep continuing, both Gaurav and Parimal sir

[@gouthampai5055]

Thank you gaurav sir

[@ashugoel3898]

Good research, keep it up in different sectors

[@brahmaiahyelchuri3850]

Sir very nicely explained. I liked it very much. Hope more such videos from you.

[@kancharlapallimuralikrishn2597]

Sir which one best for next 15 to 20 years

[@marla350]

Thank you sir.

[@abdulshahidshaikh8476]

Hi sir, Kpit,Ltts, and Tataelaxi are A.I.stocks? Or kindly make videos on Artificial intelligence stocks for future porspective.Thanks.

[@dheersheth7833]

Please can you show analysis of Tata steel with competition in metal space

[@videoview5179]

Thankyou sir, please keep sharing such valuable knowledge with us ❤

[@bikashprasad7731]

Sir ION EXCHANGE and VBL for long term investment?????

[@MI-gr6lg]

Nice But as you speak softly, kindly put the 🎤 Microphone closer .

[@hmpatel4708]

Nice Information!!! Jay Hind !!!

[@chinmayful]

Though you explained different parameters... there is no conclusion on which is best. Why you put the title as which is best?...

[@mandaragalave4027]

Good Work 👍👏

[@bholayadav5279]

Very good video on this theme but why sonacomstar was not added?

[@rajumondal2658]

Thank you sir. Very good explanation it help me.. I got a lot of knowledge..

[@colonelrrrajbhar6969]

Excellent explanation. Thank you.

[@haridasbadade9321]

Very informative video..Thank you sir.

[@dherendrasingh5209]

Very useful video , good analysis

[@PremAhuja-fi3vx]

Sir , Valuations wihout mentioning of Face value is not complete , as that as also brings out true price .❤

[@kancharlapallimuralikrishn2597]

Which one you hold in your portfolio

[@yogendratrivedi]

Hats off to your detailed analysis of all three and comparison.However comparison being combination of many factors,investing community like me is at a loss to understand which to select from RETURNS point if essentially for Ling Term.Will appreciate your candid suggestions in this . Thanks and Regards.

[@nikunjpatel2831]

100% focus on auto sector is not negative point for KPIT?

[@Mr63sanjiv]

Nice info 👌 thanks

[@electricallearnings3735]

Really good content

[@narularohit146]

Very good analysis sir

[@pradipghosh1934]

Excellent, thanks so much. 🙏

[@alokmalakar2986]

Thank u sir

[@rightshare-sa]

How about TCS ?

[@syedmohammadsaif8344]

Persistent also good in same category

[@sumeetagr]

Very informative

[@manjinderaulakh4637]

Thanks sir

[@pardeepkumar0077]

Thank you so much 🙏🙏

[@Growth.Investing]

Dear Sir, plz make a video on Persistant System also.

[@sandeepjangale4514]

Please cover biocon q4 results I entered it at 227 I think it's still cheaper at 250

[@abhishekdas4670]

Finally some good topics make more videos like this divis and all very common

[@aty041982]

Superb information ❤

[@khatriatul]

A question if someone could answer please- How is Tata Elxsi at PE of 60 is expensive when compared to KPIT Tech with PE of 73?

[@karanmanikumar8266]

Its simply because of the margins tata elexi shows in every quarter which is higher than kpit. So a high pe justifies its valuation.

[@khatriatul]

@@karanmanikumar8266 Sorry, my question was why are they calling it expensive- when it has a lower PE with much higher margins?

[@PRAVEENKUMAR-kp3tc]

Bcz profit growth is less then kpit so expensive

[@chandrabhansingh4522]

Everyone talking about tata and ltts but what about margin levels. It is also a good thing km margin pr jyada kamana ????????

[@nitinrajput4212]

what rage to buy kpit dips

[@amit040985]

Very nicely explained,👌👍🙏

[@vikasmore164]

Sir KPIT share has given me 100% rise...and also i have share in Tata elexi give 16%profit....let me know which one is good between both in future

[@ckbhardwaj21]

Very very explanatory

[@sameerthatte9469]

Thank you! 🙏

[@user-fo7by6co7p]

What is this it is so confusing depicting mixing revenue INR\$. A conversation should have been made. Thanks

[@Rk19833]

I want to buy KPITTECH lower level 920. 910

[@theoffensivedefence3535]

Holding kpit from 550

[@learn-2-earnn]

Ltts and elexsi will easily outclass kpit in long run imo due to their better balanced portfolio and geographical spread..couple of bad quarters and kpit is doomed due to its insane valuations imo...

[@mindguru22]

KPIT will be a multibagger many times over. It’s not present which matters it’s the future. Tata Elexsi will be doomed along with Landrover Jaguar… it’s most vulnerable amongst three.

[@Pundrarikakha86Purakayestha]

Thanks sir❤️

[@surinderkumar956]

I have kpit , Tata elxsi,ltts

[@prohind]

Excellent Video. You should have added top 5 tech products of each of these companies. You could also have added these companies ability to absorb technological changes and obsolescence. Another info that could be useful to investors is their current and future business investment plans In long term LTTS looks in better position due its diversified services. KPIITECH's 100% dependency on Auto may be risky in long term. I have observed low % of deliveries in KPITTECH indicating lots of trading currently.

[@najmulalam008]

You are missing Cyient from same space

[@yogrp]

Bought KPIT in 2021 as an option to tata elxsi

[@SouravSinghXV]

Ltts future multibbager 📈

[@ripshivraj]

bhai itna paisa chap rahe ho accha mic mai bhi thoda invest karo

[@gdp2102]

KPIT will be next Infy / TCS in terms of market returns. It's only company with Green hydrogen vehicle tech. Lol

[@rajpalchawla2695]

Sir this is your 3 weeks old

[@prasanjit83]

Great comparative data based analysis

[@RohitSingh-yh9vr]

Sir I am disappointed with your comparison Because only kpit is the fully dependent on auto sector and other elxi and LTts depend on other sectors

[@shivammaheshwari5519]

tata technologies vs kpit would be a better debate

[@Divyanshamishra-n3j]

Your voice has a breathing sound. So not hear clearly. Pls work on it.

[@roshanchoudhary9909]

KPIT will be 1200 by Diwali.

[@pramodrathod9107]

आज ही हो गया भाई

[@NoBlindlyFollow]

Be carefull with there analysis. E.g. Check there past video they told Trident will be multibagger but now its 27% down on last 1 year

[@pankajrajak4204]

Output 0 data ko dhek ka bacho ki thara phar diya please explen like basan maheswari video kui or kase

[@dheersheth7833]

Cement ultratec cement with competition

[@sonuTej]

Whatever you say, LTTS is worst of worst and should not be compared with KPIT or Elxsi.Straight from the heart of frustrated 🥴 LTTS employee 😮

[@say2alok]

Poor audio quality

[@subodhmalo7066]

I have tata elaxi 10 shares 😅only

[@joy-ie6qz]

What is your buying price?

[@ESHWAR2100]

Friends... JUST IN ONE WORD comment which is better among these 3. Because i believe your talents. (There are enough lectures available on Internet, i dont want any more in comments) JUST ONE WORD

[@dhanajimohite2649]

Apka mangal ho

[@golpokaku]

HCL

[@shivbhadrasinhjadeja]

Only ltts with low pe

[@prasada1280]

KPIT is doubtful. Be careful. Its business is too much concentrated on auto. Not sure of its sustainability. LTTS is better in valuation. Tata Elxsi is better in terms of orders and business growth.

[@AnupKumar-vb7rp]

In that same logic, VBL only makes soft drinks... Page industries only makes you know what... Eicher motor only makes bullets... pidilite only makes adhesives (only recently they ventured to paints)... And the list goes on. But what happened to their profitability and thus to the stock price performance is known to everyone. Let the history repeat itself.

[@prasada1280]

@@AnupKumar-vb7rp All your examples are dissimilar. I am not too bullish on VBL. Dont have a single share. The others are monopolies within consumption markets. So the logic is not the same. Cannot be compared to a highly disruptive and 100% competitive industry like IT. I had warned many about Bajaj Finance also people mocked me and then they were shocked when it crashed by 50%. In market you should be able to see something well in advance. Not get carried away by generalizations. Also in the market sector is more important than stock itself. Currently, infra, construction, and manufacturing, defense, oncology in healthcare and water treatment are my favorites. For next 10 years.

[@skottamasu]

4:20 On a lower revenue, if Tata Elxsi is able deliver two times the margin, then I would expect their employee count to be half of KPIT. But, their employee counts are same at 11000. This is possible, only if the employees of Tata Elxsi are paid half the salries of KPIT. No other logic will explain this. If Tata Elxsi's expertise is high and they are able to charge higher fees, then given their 11K employee count their revenue should be far higher than KPIT. This is not the case. Something is not adding up properly....

[@InvestYadnya]

Reason is that their employee costs as a percentage of revenue is lower 51 percent while for kpit it is 63 percent. Also, they have higher offshore on-site employee mix ( 75/25) due to which they have higher margins.

[@skottamasu]

@@InvestYadnya Thank you for responding to my comment. It does make sense. Lower revenue of Tata Elxsi on higher head count, points to offshore mix being high and hence the higher margins (Rev in $ and expenses in INR). So, if KPIT can change their employee mix to more of offshore, they can potentially deliver same level of margins as Tata Elxsi. Since many of the programs (typically 3 to 5 year duration) started by KPIT are new, it is natural to have more onshore presence. As the programs move into their 2nd and/or 3rd year, one can expect this to gradually shift to more offshore presence, naturally. Given the competent management team, they will surely use this lever to improve their margins. Another lever they have is the SDV architecture. This can generate non-linear revenue which will add to the margins.

[@OnlyGods21]

@@skottamasu which one to choose ? please advise me !

[@skottamasu]

@@OnlyGods21 I am not competent to provide investment advice. All I can say is that I have KPIT in my portfolio and I don't own Tata Elxsi.

[@riturajkundu210]

All other r corrupt ,, tata is best in Indian community

[@shubhamgupta8951]

Persistent Systems will anyday beat these 3. saale apni research thik kr buddhe. IT sector me best stock bhi tu find nhi kr paya apne pure career me. Persistent ko study kr buddhe.

[@sanjeevkumarsajjan4667]

ठीक है ,पर इतने गुस्से में क्यों हो ब्रो?थोड़ा कूल रहो..बुड्ढा तो सबको होना है!🤔