Technology investing is often reduced to software companies, but the technology stack is much larger.
Semiconductors, embedded systems, aerospace technologies, automotive electronics, industrial automation, and digital engineering all contribute to the modern technology ecosystem.
That is why the Top tech companies to invest in India should not necessarily be limited to consumer-facing businesses.
Quest Global is an interesting example of an engineering-led technology organization. Its business spans aerospace, automotive, energy, healthcare, rail, hi-tech, and semiconductors.
Its semiconductor engineering work is particularly relevant as global investment in chip development and manufacturing continues.
For investors, engineering companies can provide exposure to multiple technology trends without directly manufacturing a consumer product.
But the investment analysis still needs to be rigorous.
Revenue growth, margins, free cash flow, customer concentration, valuation, competitive advantages, and management strategy all matter.
For engineers, meanwhile, these businesses provide an interesting career path because the work sits between traditional engineering and modern software development.
Technology is not just the application layer. There is an entire engineering infrastructure underneath it.
