I was reading the business and had some doubts and would love to get them clarified:-
- Is there any synergy between their core business and Allygrow which they acquired? Allygrow is into mobility sector while they are more into Geospatial & technology.
- They have multiple verticals, apart from the GIS, do other verticals also have any tailwinds? Where can I find more details about this sector growth, TAM in global sense, as they also acquired a US based company.
- They talked about getting into Datacenter (consult related focus rather than infra). Again would love to know if there is any synergy with the core business? I went through the concal but didn’t understand their reasoning for getting into this business. Will their geolocation service be a tool to be used as part of consulting for the right locations?
- How does one value such companies? Would their Geospatial business be valued on confirmed Order book or completed order book? How do I look at the other verticals valuations.
I would appreciate if someone can shed some light into these questions and/or share some resources which I can use to further understand the business.
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