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Warning Lights Flash for ER&D as Auto Sector Runs Low on Fuel
Business Standard
|April 07, 2025
ER&D Downshifts on Weak Q4, Gloomy 2025; More Downgrades Loom
Pure-play engineering research and development (ER&D) firms lagged behind their information technology (IT) services peers in calendar year (CY) 2024, hit by US election-related uncertainty, weak demand across sectors, and delays in client decision-making. That underperformance may extend, with a soft January-March quarter likely and modest projections for CY 2025. ER&D stocks have already dropped over 20 per cent on average since early February.
Girish Pai of BOB Capital Markets says deceleration and no-growth risks are rising, and the Street hasn't fully priced in the earnings downside. Tariff hikes—including retaliatory ones—and fiscal tightening in the US could force further earnings revisions even into 2026-27 (FY27), where the Street is still pencilling in a rebound.
Diese Geschichte stammt aus der April 07, 2025-Ausgabe von Business Standard.
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