Revenue distribution by industry:

• Automotive industry: approx. 40%
• Media and entertainment industry: approx. 30%
• Healthcare sector: approx. 20%
• Other industries: approx. 10%

TOP 3 markets and their percentage shares:

• India: approx. 35%
• USA: approx. 30%
• Europe: approx. 25%

Tata Elxsi Limited generates the majority of its revenue from the automotive industry, followed by the media and entertainment industry and the healthcare sector. The key geographical markets are India, the USA, and Europe, which together account for approximately 90% of the total revenue. These markets are crucial for the company as they are the main sources of growth and innovation.

Production Sites of Tata Elxsi Limited:

Tata Elxsi Limited has its main production and development centers in India, especially in cities like Bangalore, Pune, Chennai, and Trivandrum.

The company is known for its services in the field of design and technology, which it offers worldwide. In addition to its Indian locations, Tata Elxsi also has international offices and centers to serve global customers in the automotive, media, communication, and healthcare sectors.

The strategic placement of these centers enables Tata Elxsi to efficiently serve both local and international markets and benefit from the availability of highly skilled workforce in India.

Strategic Growth Areas: Digital Transformation, Automotive, and Healthcare Sector

Investments in R&D: Increased to foster innovations

Tata Elxsi Limited pursues a strategy that heavily focuses on digital transformation and innovation. The company concentrates on developing new technologies and solutions, particularly in the automotive, media and entertainment, and healthcare sectors.

A key component of the growth strategy is the enhanced investment in research and development to expand product and service offerings and adapt to rapidly changing market demands.

Furthermore, Tata Elxsi aims to expand its global presence and tap into new markets to broaden its customer base and diversify revenue sources. This also includes strategic partnerships and alliances to strengthen innovation capabilities and explore new business opportunities.

Main raw materials: Electronic components, software tools

Countries of origin: USA, China, Germany

Tata Elxsi Limited, a leading company in the field of design and technology, mainly imports electronic components and specialized software tools required for its services in the automotive, healthcare, and media sectors. The USA and Germany are important suppliers of high-quality electronic components and software solutions. China also plays a significant role, especially in supplying more cost-effective electronic components.

These imports are crucial for the development and provision of innovative solutions that Tata Elxsi offers to its global customers. The selection of countries of origin reflects both the quality and cost optimization that are important for the company.

Market share in Design and Technology sector: 8% (2024, estimate)
EBITDA margin: 25% (2024)
R&D expenses as a percentage of revenue: 7% (2024)

Tata Elxsi Limited has a significant competitive advantage due to its strong position in the Design and Technology sector. With an estimated market share of 8% in this sector, the company demonstrates a solid presence supported by its innovative solutions and services.

The EBITDA margin of 25% in 2024 indicates an efficient cost structure and the ability to achieve high profit margins. This is an indicator of the company's operational strength and its ability to convert competitive advantages into financial returns.

Additionally, Tata Elxsi invests approximately 7% of its revenue in Research and Development, signaling a strong focus on innovation and technological advancements. These investments support the continuous improvement and adaptation of services, helping the company differentiate itself from competitors and seize new market opportunities.

Institutional Investor Share: approximately 20% (estimated, based on 2023 data)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on 2023 data)

The institutional investor share in Tata Elxsi Limited is estimated to be around 20%. This figure is based on the latest available data from 2023 and reflects institutional investors' interest in the company.

Regarding insider transactions, there were no significant buys or sells in the last year that would indicate a substantial change in management or insiders' confidence in the company. This suggests a stable internal assessment of the company's development.

Please note that these figures are estimates and for the most accurate information, a current source should be consulted.

Market share of Tata Elxsi Limited: Estimated 7% (2025)

Top competitors and their market share:

1. Infosys Limited: 20%
2. Tata Consultancy Services (TCS): 18%
3. Wipro Limited: 15%
4. HCL Technologies: 12%
5. Tech Mahindra: 10%
6. Cognizant Technology Solutions: 9%
7. Tata Elxsi Limited: 7%
8. Mindtree Limited: 5%
9. Larsen & Toubro Infotech: 4%
10. Mphasis Limited: 3%

Moat of Tata Elxsi Limited:

Tata Elxsi has a specialized moat through its focus on design and technology services in the automotive, media and entertainment, and healthcare sectors. This specialization enables the company to offer customized solutions that are difficult to replicate.

Compared to larger competitors like Infosys and TCS, which have more extensive resources and a broader service portfolio, Tata Elxsi's moat is more focused and less broad. Companies like Infosys and TCS have a stronger moat due to their global presence, extensive customer base, and wide range of services.

In summary, Tata Elxsi has a significant but specialized moat that provides an advantage in niche markets. However, larger competitors have a more comprehensive moat due to their size and diversification.

Revenue Growth: 18% (2024) Profit Growth: 16% (2024) Market Share in Embedded Systems: 12% (2024)

Tata Elxsi Limited achieved a revenue growth of 18% in 2024, driven by strong demand in the Embedded Systems and Design Services sectors. The company has strengthened its market position through strategic partnerships and innovations in the automotive and healthcare industries.

The 16% profit growth in 2024 demonstrates Tata Elxsi's ability to effectively manage its operating costs while improving its margins. This is a positive sign for investors seeking stable and growing returns.

With a 12% market share in the Embedded Systems sector, Tata Elxsi holds a solid position in a growing market segment. Continued investment in research and development as well as expanding service offerings could further support future growth.

Overall, the financial performance and strategic direction of the company indicate that Tata Elxsi Limited presents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

Tata Elxsi Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield for 2025 is estimated to be around 1.5%, based on the payouts of recent years and the current market trend.

The company has a solid dividend history, indicating a reliable payout. This stability is supported by the consistently positive business performance and strong market position of Tata Elxsi. Analysts believe that the company will continue to be able to reliably pay dividends in the future, provided that no unforeseen economic challenges arise.