Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24
💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth
💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth
💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession).
💡 8 out of 12 products are in the leadership quadrant of global technology analysts like Gartner, Celent etc. Says about the strength of software business (software is a differentiated business compared to services, discussed at length in our supersession)
💡Customer portfolio has 7 out of the top 10 bank in Europe, 8 of the top 10 banks in the Middle East. 7 of the top 10 banks in India. 5 of the top 10 banks in North America, and 5 of the top 10 banks in Asia and ANZ and that's a remarkable marquee customer Profiling.
💡On immediate and aspirational growth - Confident of growing the revenue by 15% on an annualized basis. And profit growth of more than 30%. So that's what our current outlook is looking at 15 plus percent
💡Very interesting insights on competition, the Temenos of the world
💡Something more on aspirational growth
💡Competitor growth rate vs IDA
We have covered case studies for more than 10+ unique IT companies in our Practitioner program in IT sector itself and 100+ businesses. Explore Practitioner program here:
learn.scientificinvesting.in
learn.scientificinvesting.in
Summary:
💡Differentiated software business compared to services
💡Aspires to grow at 15-20% sales & higher profit
💡 One of global leaders in its domain with good growth
Disc: Invested from lower level (Rs 460). Not a buy or sell reco. Like & share for wider reach
💡Differentiated software business compared to services
💡Aspires to grow at 15-20% sales & higher profit
💡 One of global leaders in its domain with good growth
Disc: Invested from lower level (Rs 460). Not a buy or sell reco. Like & share for wider reach
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