Stockrabit · Analysts
Questions across 2 calls

Rishi Mody

Mody Advisory

Tata Elxsi Limited

Tata Elxsi Limited · 2026-07-14
A couple of quick q uestions. On the media and communications piece, in the previous quarter you mentioned that the industry growth had not yet picked up. We've done well in this quarter. At least wanted to know whether the broader industry has picked up or it's largely us outperforming. And if it's not the industry pick up, when do you see the industry picking up and how much delta can we capture just from the industry growth?
Right. So, Manoj, just to get my understanding right, we were already onboarded with the companies which acquired other companies and rather than got acquired by other companies and hence the new target company we were able to replicate the same thing. So , on the larger front, would you say more of our customers have been acquirers in this consolidation phase or now do we see our companies getting acquired and hence we have to get re -evaluated by the acquirer?
Tata Elxsi Limited CC-Jul26.pdf · 2026-07-14
A couple of quick q uestions. On the media and communications piece, in the previous quarter you mentioned that the industry growth had not yet picked up. We've done well in this quarter. At least wanted to know whether the broader industry has picked up or it's largely us outperforming. And if it's not the industry pick up, when do you see the industry picking up and how much delta can we capture just from the industry growth?
Right. So, Manoj, just to get my understanding right, we were already onboarded with the companies which acquired other companies and rather than got acquired by other companies and hence the new target company we were able to replicate the same thing. So , on the larger front, would you say more of our customers have been acquirers in this consolidation phase or now do we see our companies getting acquired and hence we have to get re -evaluated by the acquirer?