In this case, the specialization is the attraction of KPIT. The expertise that a specialized technology provider will bring has value for its customers.
Switching large programs of work in software is difficult in general, in the case of a specialized player will be even more difficult.
I am not sure whether growth investment can be done if one starts factoring in risks of EV or software for EV not required for some reason.
Disc: Holding. But I think it has become overvalued.
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