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2Point2 Capital's investment thesis on Tata Elxsi ($TATAELXSI.NS) — Q2 2026 | Buyside Digest

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$TATAELXSI.NSNASDAQTata Elxsi

NEUTRAL

2Point2 Capital—TATAELXSI.NS

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$3715.00USD

—

$3715.00Pitched

+0.0% since pitch

Market Cap$231.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

2Point2 Capital's Long Term Value Fund returned 12.7% in Q1 FY27, matching the BSE 500's 12.1% return, with 93.4% equity exposure across 15-18 concentrated positions. Since inception in...

— Savi Jain & Amit Mantri

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2Point2 CapitalBEAR

Pitched Apr 12, 2026

The fund reflects on buying Tata Elxsi during a temporary client-related slowdown and subsequently exiting when valuations became excessively high at over 40x P/E. Although the stock...

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