Completely agree. Specialization (for that matter, diversification too) is a double edged sword…but wielding such sword required special skill and maturity which is what separates men from the boys. I think recent Honda deal has proven that KPIT has really grown up, from being a small town, bits and pieces software company, into global full fledged automotive software company with marquee clientele like BMW, Renault and now Honda. Those who have experience in auto component industry would know how difficult it is to get long term supply deal with large Japanese auto OEMs like Honda or Toyota.
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