The section “Delivering More Effective Clinical Trials” is very good and particularly related to the kind of work Take does. Take’s management had explained the same thing in an interview (probably the youtube link that I shared above). Now after hearing the rationale from a second source I could relate to it better.
In the last conference call management gave this overview of their business. Ambit research has put that matrix nicely here.
Out of the above 3,
– Consulting : 20% contribution to revenue and has highest margins. Competitors in this space is Deloitte…
– Technology – 30% contribution and medium margins. I think this is implementation activity for products from Oracle like Argus Competitors in this space are TCS/Infyetc ? Business is not that sticky.
– Functional Services – 50% revenue contribution. Medium margins. Competitors are Octagon research , ISI, Medidata
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