Have just started spending some time on this company. Few questions that I am looking out for answers are below:
- The management talks about huge growth in the Life Sciences segment given the increase in outsourcing share. In-spite of that, if we look at the sales of Life Sciences segment for Take in USD & INR Terms, the growth has been pretty average. What is the reason for the same?
- Management has talked about increasing their consolidated margins to about 24% by FY17, what will drive that increase. The low margin business have been divested already. Further, they have acquired a low margin business in EA. Wouldn’t it be a barrier in achieveing the 24% margins
- Their past acquisitions haven’t been that successful. What’s their thought process behind acquisitions and why did some of the previous acquisitions didn’t work (e.g- WCI)
- In terms of capability, why can’t a TCS/Infosys/Capgemini/Accenture provide a similar suite of services to the clients? What is it that only Take can do?
- For an Technology/knowledge based company, their asset turns is extremely low (~1) What’s the reason for this?
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