Last Concall was again so disappointing
No clue on reaching 10000 employees
The sharing of revenue is not favourable
Client book depleting
Only consolidation and efficiencies is what we are playing here ?
Or we have something larger which can come up for this ??
Invested
since 2013 the thread created, from mere 19 cr profit has reached to 133 cr level. Heard from Madhusudan Kela sir the next decade theme is for cyber security along with AI, carbon neutrality. Kindly share some reports in detail to study about this co. Is this co a green shot with respect to
CFO to EBITDA is pretty low for this company and it is very inconsistent across the years. Can anyone explain why?
@Balki Sir can you please explain what is going in Expleo solutions stock,why revenue not growing sir and what is your current view on this stock and what about this stock future prospects sir?
There are reports of Expleo solutions being sold by the current promoters, scouting for buyers. ,it seems… After a subdued quarter, Revenues & Profits set to improve over the next few quarters.
@Balki is only the india unit getting sold ? Because expleo globally is also held bY PE firms and they will want an exit sometime
Both have different implications for expleo share holders
Also can you clarify the source from where you have heard this ?
Thanks in advance
Disc: invested for sometime
It’s most likely that Expleo will be sold out to another MNC . Indian unit along with subsidiaries included.
Thinksoft global was purchased by SQS BFSI Germany which in turn was purchased by ASSSystems SA with name changed to Expleo. There are Rumours of promoters scouting for buyers, but there is no official info from the company on sale agenda.
Recently, Cigniti another Indian firm with similar lines of business was sold out to another MNC.
So wait & watch for News.
The recent quarterly results were better than expected . Momentum going forward is unknown.
One of the callers on the conference call absolutely roasted the company.
The earlier ceo balaji who has retired/ left which is a good thing. The new ceo phani is an insider of the company for 20 plus years and he is more ops than a sales guy. He will do exactly what Ralph the parent company nominee chairman will say.
There was no clear articulated strategy in how they will sustain growth. The only hope for value extraction seems to br what @Balki pointed earlier that the company gets sold. As of now the current managment team give me very little confidence.
The expleo group global ceo is ex infy and he hasnt done much yet
