Thanks @Donald, @ayushmit, @aveekmitra and @rohitbalakrish_
It was great to read the management Q&A as well as the BQ and MQ docs prepared by you all. My takeaway is that, yes there is a huge opportunity size. I had begun to doubt this part as the revenue growth seemed to be missing. I am invested for more than 2 yrs. Thanks for helping me sustain the conviction in MPS. Waiting for the tipping point when the outsourcing by the publishers would really gather pace.
Why did Arun Jain sell Polaris Consulting and Services? http://forbesindia.com/article/special/why-did-arun-jain-sell-polaris-consulting-and-services/41499/1
Thanks to @ayushmit @rohitbalakrish_ and @aveekmitra for the Q&A
I totally agree with @mahesh points. I dont have any doubt that the management is just excellent. Its a delight to hear the management in concalls. However, low organic growth is a sour point for me. I dont understand why the story is not reflecting in the numbers. Management hasnt come out with convincing reasons for this inspite of saying many times that the opportunity is huge.
Discl: Close to 10% of my PF
First, thanks to all the people involved in the questioning and the BQ MQ sheets - the output has come out beautifully smooth to read and grasp.
It is mentioned in the Management Q&A (last question) that TCS / Infosys sites reveal either they are already in this space or are fully ready to target this space. To which the answer was that new vendors will not be entertained. I have a doubt here that if likes of TCS really want to enter, can they not do it through acquiring existing players in this place and slowly build on.
Decent debt reduction both LT and ST
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Nothing spectacular in result. Net profit number disappointing, but expected at this phase of expansion. What is more disheartening is tepid topline growth. One may get opportunity to add at around 2 times sales valuation.
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