- The company hosts conf call, and most importantly declares results every quarter despite not being required to.
- I went through all the conf calls. The management clearly understands the business, and is sincere about it. They do not try to upsell, or create frenzy. They have downplayed role of AI as of now in their current offerings, and correctly so. Anybody who is in this field would understand that creating wrappers around AI would not be a viable scalable solution. For services industry, they still need to carry out research, and develop viable business cases for their existing customers first, and figure out how they can convert this technology into scalable revenue generation machine.
- The financials look clean, unless there are some skeletons which are hidden from annual reports.
- Company has an esop policy which is very very important, especially for firms which are there for the long haul.
- While it may be frustrating that acquisition is not taking place despite 95+ crores of cash on balance sheet, I would rather even wait for 2 years than to just acquire for the sake of acquiring and then not being able to integrate it properly.
- Relatively good rating by employees on Glassdoor for a company of this size.
- No foolish mandates such as return to office. The employees can work from home completely if they wish to. To retain existing tech talent, or invite new tech talent, this is one of the most important parameters. This exposes them to talent outside of Noida, and to the likes of techies who would want their freedom to be whereever they want to be. This also shows that organization does not believe in micromanagement and can manage to achieve desired results with ample amount of freedom on offer.
Disc : Invested since March 2023
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