Hey @kowshick_kk are the projections (expected sales growth, sales, etc) proprietary to Screener or do you source this estimates data from elsewhere?
Posts tagged Value Pickr
Tejas Networks – Product based IT business in a favored sector? (18-07-2024)
Tejas AGM video. They plan completing the TCS/BSNL order this fiscal year. They might also get a reasonable order out of Rs 65000 crore BharatNet phase-3 tender, and US Rip and Replace program will definitely benefit companies like Tejas.
KEI Industries Ltd – A consistent performer over the last decade (18-07-2024)
The summary of my point is that in the context of their outlook and the lack of companies that come with such clean managements in the Industrials space in India the severe derating that you are waiting for might be less likely unless something fundamentally changes about this company
KEI Industries Ltd – A consistent performer over the last decade (18-07-2024)
Hi, I am not sure if I understand your pov. Can you please elaborate?
Indus Towers Limited (18-07-2024)
Indus Towers expects growth as Airtel, Vodafone Idea expand: Analysts
KEI Industries Ltd – A consistent performer over the last decade (18-07-2024)
Hi Ishu, although i appreciate what you are saying and your willingness to buy this as it corrects one has to consider something very important - how many Indian industrials stocks are there that fit into category of KEI - benefiting from structural tailwinds, Power and Transmission, Housing, Exports, Data centers. On top of that you add the consistent commentary by management around margins and prudent capital management with new capacity coming in next year. The management has so far been clean and if you consider the forward looking multiple it is actually not that bad of a name. RR Kabel, a much more inferior business has been given similar or even higher rating than KEI in the past so I think if KEI continues to deliver the multiple will remain steady unless investors find a very good replacement for KEI in their portfolios
Newgen Software (18-07-2024)
Opening Remark:
Q1 Revenue 25% growth. PAT at 48 cr. growth of 58% YoY. Margin at 15%.
Marketing and sales investment continue and increased.
Q1 is weakest quarter, though seasonality is reduced.
Q1 Annuity revenue is 201 cr.
More than 10 cr order from Indonesian state bank, Malaysian government bank, US Retail bank , Qatar bank. Large Indian company selected Newgen for loan originating system.
New Product:
Generative AI hyper personalization platform specifically for banking sector, will improve profitability and customer experience world wide. It help banks to have upscale and cross sell opportunity. Very few products like it and excitement in market.
It is essential to launch new products to have growth.
It take 3 to 4 years to give numbers for new products. Marvin is Gen AI Horizontal product. LumYn is target for hyper personalization.
Guidance:
PAT Margin guidance at 20% to have not much churn. productivity increase.
Deal size increasing by 20 to 25%. Hope to trend continue.
Annuity and implementation split will be same.
Continue with margin and spend on marketing and sales.
General comments:
Partnership revenue is 20% and direct at 80%. Same level.
Generally get 10-15 deals/Quarter, Q1 get 13 deals.
Leadership in traditional market, aspiration to have it in US and Europe. US have early signs of revival but still do not have big momentum.
Expenses are write off and not capitalized.
Generally 15 to 20% revenue from new logos.
Q1 hired 500 campus people from Jan 2024.
Cash at 850 cr.
Q1 20%, Q2 20%, Q3 30%, Q4 30% revenue bring in broad.
ESOP will not have incremental effect on P&L it is similar, what done in last 3 years.
Investor presentation:
Conference call:
https://landing.newgensoft.com/hubfs/_2020%20Website%20files/IR/NGS0220240718153998.mp3.
D: Invested
Newgen Software (18-07-2024)
Opening Remark:
Q1 Revenue 25% growth. PAT at 48 cr. growth of 58% YoY. Margin at 15%.
Marketing and sales investment continue and increased.
Q1 is weakest quarter, though seasonality is reduced.
Q1 Annuity revenue is 201 cr.
More than 10 cr order from Indonesian state bank, Malaysian government bank, US Retail bank , Qatar bank. Large Indian company selected Newgen for loan originating system.
New Product:
Generative AI hyper personalization platform specifically for banking sector, will improve profitability and customer experience world wide. It help banks to have upscale and cross sell opportunity. Very few products like it and excitement in market.
It is essential to launch new products to have growth.
It take 3 to 4 years to give numbers for new products. Marvin is Gen AI Horizontal product. LumYn is target for hyper personalization.
Guidance:
PAT Margin guidance at 20% to have not much churn. productivity increase.
Deal size increasing by 20 to 25%. Hope to trend continue.
Annuity and implementation split will be same.
Continue with margin and spend on marketing and sales.
General comments:
Partnership revenue is 20% and direct at 80%. Same level.
Generally get 10-15 deals/Quarter, Q1 get 13 deals.
Leadership in traditional market, aspiration to have it in US and Europe. US have early signs of revival but still do not have big momentum.
Expenses are write off and not capitalized.
Generally 15 to 20% revenue from new logos.
Q1 hired 500 campus people from Jan 2024.
Cash at 850 cr.
Q1 20%, Q2 20%, Q3 30%, Q4 30% revenue bring in broad.
ESOP will not have incremental effect on P&L it is similar, what done in last 3 years.
Investor presentation:
Conference call:
https://landing.newgensoft.com/hubfs/_2020%20Website%20files/IR/NGS0220240718153998.mp3.
D: Invested
Zen technologies – A micro cap in the defense space! (18-07-2024)
I completely agree with these online articles that predict future wars will be dominated by drones rather than ground troops or expensive fighter planes. The cost difference is staggering: an F-35 fighter jet costs around $100 million, while drones range from $25,000 to $50,000. For the price of one F-35, you could purchase 2,000 drones. In a dogfight between a single fighter plane and a swarm of 2,000 drones, the drones would undoubtedly prevail.
Therefore, I believe companies like Zen Technologies, which specialize in anti-drone technology and simulators, are poised for significant success in the coming years.
Zen technologies – A micro cap in the defense space! (18-07-2024)
I completely agree with these online articles that predict future wars will be dominated by drones rather than ground troops or expensive fighter planes. The cost difference is staggering: an F-35 fighter jet costs around $100 million, while drones range from $25,000 to $50,000. For the price of one F-35, you could purchase 2,000 drones. In a dogfight between a single fighter plane and a swarm of 2,000 drones, the drones would undoubtedly prevail.
Therefore, I believe companies like Zen Technologies, which specialize in anti-drone technology and simulators, are poised for significant success in the coming years.