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
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 End