Rattibha

FinAspiration

18 Tweets 6 reads Mar 27, 2024

👉 The Company Which Provides Digital & Automation Solutions
✨ Zensar technologies limited :
Proxy Player in the Artificial intelligence & Machine Learning
🌟 Detailed Company Analysis👇

👉Zensar technologies Ltd Business overview
Zensar Technologies is a leading digital solutions and technology services company

👉 Revenue Split :
✨Digital and Application Services : 83%
✨ Digital Foundation Services :17%

👉 Geographical split
⭐USA accounted for 70% of revenue,
⭐UK/EU accounted for ~19% of revenue,
⭐South Africa accounted for ~11% of revenue

👉 Product portfolio
⭐Experience Services
⭐Advanced Engineering Services
⭐Data Engineering and Analytics
⭐Foundation Services

👉New Projects
⚡Infrastructure Management
⚡Cloud
⚡Generative AI

👉Key Partnership
⭐Cloud Computing: The co has partnered with Microsoft Azure, Adobe, Amazon web services, Google cloud for CX, Software Engineering, Cloud & Data Relationships
⭐Enterprise application: The co has partnered with Oracle, SAP, Salesforce

👉 Financial performance in Q3 FY24
⭐Revenue:Year-over-year growth of 0.5% to ₹1,204 crore.
⭐Profit:Net profit jumped significantly by 113% year-over-year to ₹162 crore.

👉 Business highlights in Q3 FY24
⭐Growth: Banking & Financial Services (12.6%) and Manufacturing (5.5%) showed year-over-year growth.
⭐Decline: Hi-Tech and Healthcare segments declined year-over-year (9.6% and 14.3% respectively).

👉 Project Order Book :
Healthy order book of $167.5 million, reflecting a $34 million increase year-over-year.

👉 Management guidance
⭐Management expects the market to remain challenging for the next few quarters
⭐Q3 is typically a seasonally weak quarter for IT companies due to holidays

👉 Growth Strategies
✨Digital Services
✨Strategic Acquisitions
✨Partnerships
✨ Industry Focus

👉 Strengths
✨Expertise in digital transformation
✨Strong industry experience
✨Global delivery model

👉 Challenges
✨Economic pressures
✨Keeping Pace with Technological Advancements
✨Profitability vs. Growth
✨Competition

👉 Fundamentals
⚡Market Cap : ₹ 13,656 Cr.
⚡Current Price : ₹ 603
⚡Stock P/E : 22.4
⚡ROCE : 14.5 %
⚡ROE : 11.2 %
⚡OPM : 17.3 %
⚡Chg in FII Hold : 0.46 %
⚡Chg in DII Hold : -0.10 %
⚡Qtr Profit Var : 111 %
⚡Qtr Sales Var : 0.54 %
⚡Debt to equity : 0.07