Recently such a company, Take solutions has achieved a milestone by signing deal with 100th client for its product named 'pharmaREADY'. Considering one time effect of Chennai flood and order execution delayed will be taken care of in previous and coming quarters result, we believe company will be on right track from next quarter on wards.
Here's a company with significant growth, diversified business solutions and a unique product solution; which may proved to be a major factor of growth in future, available at a discounted price due to unavoidable circumstances. We advise long term investors to accumulate stock.
Disc. Invested.
Company has shown good performance and is poised another good year to come... With clear demarcation that SCM is not the way forward....with organic life sciences growing at 25% annually (to be confirmed is it annually or quarterly).... With acquisitions leading to further inorganic growth...... Potential acquisition in the life sciences or data analytics sector was worked upon during the last investor call.....company also comfortable with debt on books... Which is good to see as it provides decent gearing ....operating margins at 22-24% with potential to improve with increased life science focus.....
ReplyDeleteHopeful of seeing another 50% increase in EPS in the coming year ... With justified PE of >15.... Which is far too conservative ... 15 exp. eps x 15 PE could lead to a 225 price target with potential of PE topping out at 20 ....