🏦Sector: Cash Management and security solutions
🏦4 companies exploring Innovative Strategies in Cash Management and Security Solutions for Businesses
💰Radiant Cash Management
💰CMS Info Systems
💰AGS Transact
💰SIS
[A thread...🧵👇
🏦4 companies exploring Innovative Strategies in Cash Management and Security Solutions for Businesses
💰Radiant Cash Management
💰CMS Info Systems
💰AGS Transact
💰SIS
[A thread...🧵👇
👉Radiant Cash Management Services Ltd:
🔹Co is market leader in retail cash management services for banks, financial institutions, and organized retail and e-commerce companies in India.
🔹Co is market leader in retail cash management services for banks, financial institutions, and organized retail and e-commerce companies in India.
🔹Provide services like cash pick-up and delivery, network currency management, cash processing, cash transit using armored vans, and other value-added services to manage & secure their clients' cash assets.
🔷Key Metrics:
🔹M Cap: ₹ 975 Cr
🔹CMP: ₹ 91.4
🔹P/E: 17.1
🔹ROCE: 48.3%
🔹M Cap: ₹ 975 Cr
🔹CMP: ₹ 91.4
🔹P/E: 17.1
🔹ROCE: 48.3%
🔷Key Highlights:
🔹Diversified client base with long standing relationship.
🔹Strong presence in fast-growing Tier 2 & Tier 3+ markets, with 82% of revenues & 80% of touchpoints.
🔹Focusing on growing their dedicated cash van business to 6% of revenue & add 250+ Vans in FY24.
🔹Diversified client base with long standing relationship.
🔹Strong presence in fast-growing Tier 2 & Tier 3+ markets, with 82% of revenues & 80% of touchpoints.
🔹Focusing on growing their dedicated cash van business to 6% of revenue & add 250+ Vans in FY24.
🔹Marquee clients, including ICICI Bank, Yes Bank, SBI Bank, HDFC, and Kotak Bank, are experiencing steady revenues and improving distribution.
👉AGS Transact Technologies Ltd:
🔹Co is one of India's leading Omni-channel payment solution providers in India, catering to banks & corporate clients, serving across diverse industries.
🔹Second largest ATM managed service & cash management company in India.
🔹Co is one of India's leading Omni-channel payment solution providers in India, catering to banks & corporate clients, serving across diverse industries.
🔹Second largest ATM managed service & cash management company in India.
🔹It provides customised products& services comprising ATM & CRM outsourcing, cash management & digital payment solutions including merchant solutions, transaction processing services.
🔹486,453 customer touchpoints in 2,200cities & 35 branch offices, locations pan India.
🔹486,453 customer touchpoints in 2,200cities & 35 branch offices, locations pan India.
🔷Key Metrics:
🔹M Cap: ₹ 1127 Cr
🔹CMP: ₹ 92.6
🔹TTM P/E: -17.8
🔹ROCE: 12.2%
🔹M Cap: ₹ 1127 Cr
🔹CMP: ₹ 92.6
🔹TTM P/E: -17.8
🔹ROCE: 12.2%
🔷Key Highlights:
🔹Co received 41,400+ ATM & CRM RFPs, showing ongoing demand.
🔹It has completed the integration of 8,000 ATMs & CRMs, which is expected to add to revenues and provide scale benefits.
🔹Co's growth driven by ATM/CRM expansion, cash management & digital payments.
🔹Co received 41,400+ ATM & CRM RFPs, showing ongoing demand.
🔹It has completed the integration of 8,000 ATMs & CRMs, which is expected to add to revenues and provide scale benefits.
🔹Co's growth driven by ATM/CRM expansion, cash management & digital payments.
🔹Focus on Outsourced ATM/CRM cash management to reach 70-75% in the medium term.
🔹Co authorized by RBI for co-branded prepaid cards, focusing on improving customer experience.
🔹Co authorized by RBI for co-branded prepaid cards, focusing on improving customer experience.
👉CMS Info Systems Ltd:
🔹Co provides cash management services, including ATM supply, installation, maintaining & managing assets and technology solutions on an end-to-end outsourced basis for banks, financial institutions, organized retail & e-commerce companies in India.
🔹Co provides cash management services, including ATM supply, installation, maintaining & managing assets and technology solutions on an end-to-end outsourced basis for banks, financial institutions, organized retail & e-commerce companies in India.
🔹It also engage in card trading and personalization services, with operations divided into three segments: Cash Management Services, Managed Services &Card Division.
🔷Key Metrics:
🔹M Cap: ₹ 6178 Cr
🔹CMP: ₹ 395
🔹P/E: 21.3
🔹ROCE: 28.2%
🔹M Cap: ₹ 6178 Cr
🔹CMP: ₹ 395
🔹P/E: 21.3
🔹ROCE: 28.2%
🔷Key Highlights:
🔹Won ₹ 500 Cr of new orders in Q2, taking total new wins in H1 FY24 to ₹ 650 Cr primarily in automation & ATM as a service business lines.
🔹Expansion in Managed Services and Tech Solutions business with potential to contribute 40% of revenue by FY 25.
🔹Won ₹ 500 Cr of new orders in Q2, taking total new wins in H1 FY24 to ₹ 650 Cr primarily in automation & ATM as a service business lines.
🔹Expansion in Managed Services and Tech Solutions business with potential to contribute 40% of revenue by FY 25.
🔹Growth & formalization opportunities in banking and retail sectors.
🔹Cash logistics business revenue rose 11% YoY to ₹ 361 Cr, with an 18% EBIT growth to ₹ 95 Cr.
🔹Cash logistics business revenue rose 11% YoY to ₹ 361 Cr, with an 18% EBIT growth to ₹ 95 Cr.
👉SIS Ltd:
🔹Co is one of the leading security solution providing & operates in three main business segments: Security Solutions-India, Security Solutions-International & Facility Management.
🔹Co is one of the leading security solution providing & operates in three main business segments: Security Solutions-India, Security Solutions-International & Facility Management.
🔹Co has an extensive presence in India, with 332 branch offices, 20 regional offices, and 20 training centers across 29 states.
🔹Internationally, Co is the leading security solutions provider in Australia & ranks among the top three in Singapore & New Zealand.
🔹Internationally, Co is the leading security solutions provider in Australia & ranks among the top three in Singapore & New Zealand.
🔷Key Metrics:
🔹M Cap: ₹ 6468 Cr
🔹CMP: ₹ 444
🔹P/E: 17.9
🔹ROCE: 10.6%
🔹M Cap: ₹ 6468 Cr
🔹CMP: ₹ 444
🔹P/E: 17.9
🔹ROCE: 10.6%
🔷Key Highlights:
🔹Planning for further growth, with a focus on outsourcing cash management services for banks.
🔹Expecting facility management to return to 6%+ EBITDA margins.
🔹Expecting strong growth in the second half of the year.
🔹Cash business had an EBITDA margin of 16%
🔹Planning for further growth, with a focus on outsourcing cash management services for banks.
🔹Expecting facility management to return to 6%+ EBITDA margins.
🔹Expecting strong growth in the second half of the year.
🔹Cash business had an EBITDA margin of 16%
⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational & learning purpose only.
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