Intense Technologies Ltd_ Potential Multibagger

Intense Technologies Ltd
Niche offering in digital transformation space

Intense Technologies Ltd. (ITL) is the market leader in Indian Telecom document management and customer communication products. ITL’s UniServe platform enables enterprises to digitize various aspects of customer life cycle management from customer acquisition, gaining customer insights, engaging them through digital channels, delivering world class experience. In FY16, Asia-Pacific accounted for ~57% of revenue followed by Europe and Middle East (42%). Revenue for the company grew at a CAGR of ~21% over FY12-16.

Theme:
1) Signing of a $25 million Multi-year Managed Service Agreement (MSA) with a leading telecom company in to support further growth;
2) Foray into North American market & inroads into new business verticals like BFSI to provide significant growth opportunities;
3) Launch of UniServe NXT - a platform for business agility in the connected world of Internet of Things (IoT); 4) Strong Q2FY17 performance.
· Stock recommendation based on Technical: ITL is trading in a medium term uptrend and is now moving towards its long term supply levels which are currently placed at near 100-115 range. Buying is recommended for a target of 155
· Signing of a $25 million Multi-year Managed Service Agreement (MSA) with a leading telecom company in to support further growth: ITL recently signed a multi-year $25 million deal with one of the leading telecom companies in India which further strengthened its market leadership in Indian Telecom industry. Amidst the flat top-line growth for last two years at just 0.7%, the deal provides a near term growth opportunities for ITL.
· Foray into North American market & inroads into new business verticals like BFSI to provide significant growth opportunities: ITL recently announced its collaboration with one of the largest wireless telecom companies in North America (one of the largest software markets) for deployment and support of the ‘UniServe’ platform for reports and analytics. Further, ITL expects to leverage its competitive strength in Telecom & Insurance industry to diversify into other similar verticals like BFSI which would expand its addressable market.
· Launch of UniServe NXT - a platform for business agility in the connected world of Internet of Things (IoT): ITL is pla

 

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