Sankhya Update !!!

I think the last two day’s developments are significant. There was an announcement and two news articles covering sankhya infotech today in business standard and Hindu and these articles gives good indication of future business plans for the company. Clearly the company is trying to get more eyeballs.

1. The entry of sankhya in the most lucrative US markets opens probably the single biggest revenue channel for the company which incidentally is also the biggest
defence spending nation.

2. This entry will be significant because this should decrease the wage cost. The wage cost increased in 2011 when France asked sankhya to create jobs in the
country and not in india (as France was battling around double digit un-employment rate) and those jobs were onshored. Albeit this is expected to come back slowly, but the start in US, though it will also create jobs in US, it would not require significant on-shore jobs and most part of it could be done from india. This could significantly improve the EBITA margins in future.

3. Appointment of ex-Microsoft India chairman and Netapp India’s president as Additional directors brings in further credence to the company in the eyes of not only investors but also potential clients which shall in-turn bring in bigger projects.

Let’s wait and see how this exciting story pans out.

God Bless !!!

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20 Responses to Sankhya Update !!!

  1. suhas23 says:

    Best wishes to all Sankhya Investory , Exciting times ahead

  2. sonia arora says:

    Sir is it fine to enter at current levels

  3. Akshay says:

    glad to hear this update

  4. Anil kumar reddy says:

    Thank u very much sir giving a wonderful gem to us and those are believing your analysis from last one year to congratulate them.

  5. Prasad says:

    Sir. Any news in gujrat themis?It is up almost 30%in last 2 days

  6. Niks says:

    Dear sir, came across your blog this year. I think I should have gotten to know this much earlier. Thank you for your great work. God bless and May you keep minting money in tonnes

  7. sonia arora says:

    Ist going up. congrats to all and great analysis sir.

  8. Suneetha says:

    Plz share your view on PRICOL. Thanks in advance!

  9. Nice story developing further for Sankhya…….. Thanx!!

  10. Mohit says:

    Thanks Ace for Sankhya 🙏🌹👏 God Bless U.

  11. Rahul says:

    Sir, Please share your views on pincon spirit.Fundamentally looks good.

  12. 26GR says:

    Any views of KCP ltd?

  13. Chandra says:

    When can we get a new stock sir ji? Many missed out and should have learned art of patience. Eagerly waiting

  14. naveenagp81 says:

    the article (order ) which came on 29nov17 is neither posted in BSE site or company site ….

  15. Roshan says:

    Hi ..can u tell me y sankhyas agm keeps getting postponed Everytime ? This is the 3rd successive time I have seen it so far ..have seen that they have done it so many times..also the CSs of the company leaving frequently doesn’t worry you?

    • dont know. you can ask the company about it. but on a side note, atleast it gives us an opportunity to attend the AGM …normally otherwise all these small caps have their AGMs in the last 2-3 days of Sep which makes its really difficult to attend all those AGMs.

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