Dear Investor friends, Today i am expressing my view on one IT related company.
SANKHYA INFOTECH LTD (532972)
Sankhya
Infotech established in 1997, an IT company based from Hyderabad. During the
short 6 years company has Fortune 500 clients, highly successful product line,
Services that have received testimonials for impeccable quality predictability,
and reliability. Sankhya brand stands for technological excellence with domain
strength.
Sankhya
is an ISO 9001:2008 certified company, serving its global customers through offices
in France, UAE and United States. The corporate office is located at Hyderabad,
India. Company is having regional offices at Bangalore, Mumbai and Delhi.
Company
is having 6 verticals. Mainly Sankhya having following segments in their
portfolio.
1. Aerospace
2.
Defence
3.
BFSI(Banking Financial Services & Insurance)
4.
Transportation
5.
Energy
6.
Higher Education
1.
Aerospace
At
Sankhya, company design training solutions that are customer driven and
tailored to meet specific requirements. Having come a long way from launching
the world’s first remote training facility for any airline in the world, Samkhya’s
innovative training solutions are used by many leading aerospace companies and
aviation schools.
Training Management Information
System (TMIS)
Learning Management System (LMS)
Learning Content Management System
(LCMS)
Online Examination/Assessment System
Crew
Rostering and Scheduling
Virtual Maintenance
Trainer
Desktop Simulation
Part
task Trainer
Full
System Simulator (with motion platform)
Customised CBT/WBT
Legacy
Content Conversion
Graphics,
Modeling and Animations
Video
Integration
Consultancy Services
2.
Defence
Sankhya's
main strength has been its involvement in supply of advanced training platform
and services for the defense forces since its inception. Today, Sankhya serves all the three
services of Indian Defense (Army, Airforce and Navy).
Sankhya's
has also partnered with major Defense PSU and Defense Labs to provide cutting
edge virtual training and simulation solutions to Indian Defense forces. Sankhya
commitment to defense training with a major American defense contractor
selecting the training platform for integration with their training system.
Following
are the services in this segment.
Training Management Information
System (Defense version)
Simulators
Driving Simulators
Heavy
Vehicle Simulators
Advanced Weapon Simulators
Tank Simulator
Electronic Warfare Simulator
Maintenance
Simulator
3.
BFSI (Banking Financial Services & Insurance)
Revolution
in communication and technology has transformed the image of today's financial
services. Dynamic market conditions, tighter regulatory compliance coupled with
increased competition have led to a deluge of financial products.
Following
are the services that company offers in this segment.
Learning Management System (LMS)
Learning Content Management System
(LCMS)
Online Examination/Assessment System
Virtual
Classroom
Customised Content Development (Multimedia
CBT/WBT/ILT)
Content
Modification and Updation
Content
conversion
4.
Transportation
Sankhya
has developed simulators and training solutions that cater to all needs of the
transportation sector. Today transportation sector is facing lot of challenges be
it sea, rail or road. Company’s simulators
are customized to its clients operating conditions offering varied situations
and scenarios that could be easily modified in real time based on the trainee
and training needs.
Following
are few services from the company.
Driving Simulators
Maintenance
Simulators
Desktop Simulators
Full
System Simulators
Procedural
Trainers
Virtual Maintenance
Trainers
5.
Energy
With a
powerful simulated virtual environment, operators can train and accredit their
personnel on standard, incidental and accidental operations for compliance with
Safety and Regulation. Simulation also enables rapid initiation to the overall
function at a much reduced training cost.
Sankhya
offers a wide range of simulation solutions and training platforms that not
only automates the entire training system but also provides an excellent
opportunity to monitor training and calculate the efficacy of the training
programs.
6.
Higher Education
This
is another segment where in company provides numerous trainings to the universities.
CLIENTS
Company
is having strong client base across globe. Following are the few major
customers.
FINANCIALS AND OUTLOOK
Company shares are trading in BSE.
Company posted 45.09 Cr top line in sept
Qtr.
Net profit is 1.96 Cr bottom-line in sept
Qtr.
Book value: RS 73 Rs
Debt to Equity: 0.38
Stock is trading at low PE (10.3) compared
to industry & its major peers.
Stock is trading at Rs 55
Company stocks are trading lower than
the book value. Company is performed consistency over the years. Products are
mainly in the simulation field as the defence space is one of the highest
growth picker in the coming days is a huge positive for the company.
Company is having a strong customer
base, and leading in this domain.
Considering this performance, the stock
has to catch the momentum and rerate in future, will give handsome returns to
the investors in coming days.
NOTE
: THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION BUT INFORMATION
AS AVAILABLE ON PUBLIC DOMAIN.
Registration
status with SEBI: I am not registered with SEBI under the (Research Analyst)
regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an
opinion concerning securities or public offers only through public media is not
required to obtain registration as research analyst under RA Regulations”