Listen "M&M and Tech Mahindra - Rules of Thumb and Exceptions"
Episode Synopsis
The gross margins of tech companies are inherently different from those of most manufacturing companies. It is their different nature of business. But come to think of it, what really are the input costs for a technology company? Rules of thumb are good, but there always are "Side Notes."
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
More episodes of the podcast Side Notes by Zerodha Varsity
Wipro's multiple hats - from groceries to IT
30/12/2025
Nike, Adidas, Puma, and their D2C pivot
16/12/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.