SA Technologies - Market is pricing it like SME IT staffing firm but the management is going for emerging GCC and engineering services firm. Aggressive hiring, major GCC wins like Axiado, Mindpool merger suggest satech is going big. High risk high reward play #Satech #100loading

100 crores win is a GCC order! This was not mentioned in their nse communication. This is great news for SA tech as gaining expertise in a particular sector like transportation increases chances of winning another client in the same sector. Plus it's a high margin, growth sector!

This comment aged well. Good to see SATech win massive 100 crores order (and hit consequite UCs) explaining why they hired so many staff in the first place.

Satech latest promoters interview. Company is going to launch buy back v soon Sa tech is in talks with legal advisors #sme #SATech #gcc youtu.be/zoRgZyKGsbg?feature… @RajStockWatch @Sudheep8531 @Aditya_joshi12 @AnirbanManna10 @vardhiitbhu @Alchemist1320 @r_laroia @drprashantmish6

Sa tech had increased authorised share capital from 14 crore to 15 crore and now appoints Equibridgex. Good chance that they might announce fund raising soon. #Satech

This is misleading, I would request further elaboration if the thesis is clear. The concept of PE is to figure out valuation. This needs to be studied along with other factors. An industry may command a low PE (various reasons, low growth rates, low margins, high debt etc). Bull markets due to high liquidity and tailwinds lead to PE expansion in many sectors. However, in bear markets, PE contraction may take place ( eg. a lot of renewable energy companies corrected from peaks recently). Irrespective of market (bull/bear) - margin of safety should be looked at. Bear markets often provide better opportunities to find quality low P/E stocks, but valuation should always be assessed holistically.

🚨The company anticipates an average annual growth rate of 25-30% CAGR over the next five years #SATech Mcap 92cr, PE 25x, Promoter holding: 69.4% no pledge, ROCE : 34%, ROE : 38%, FV : 10, CMP : ₹70, ROIC : 24%, Quick ratio : 2.7x, Current ratio : 2.7x, Asset turns : 2x, debt to equity: 0.33x, PB : 2.5x

SA Tech declares revenue of 78 Crores in 10 months. Their market cap is 90 Crores! #Satech #GCC

📌 S A Tech Software India Ltd announced INR 78 Cr revenue for the ten months ending Jan 31, 2025, a first for the financial year. The company highlighted strong operational performance and growth momentum, particularly in its Global Capability Center (GCC) business, which accounts for ~45% of revenue. They aim to increase this to 70-80% in the next two years with investments in sales & marketing. They project 25-30% CAGR growth over the next five years. 📊 S A TECH SOFTWARE INDIA LTD | 🏷️ General Updates 🌐 Details: wegro.app/GLMP7N ⚡️AI-driven watchlist alerts on WhatsApp - Try FREE 👉 wegro.app/go #SATECH

RPP Infra management has adapted to situations really well and they are always are looking for newer opportunities like the factory they are buying now in UP or Srilanka luxury real estate or paper packaging industry investment. That is a sign of cash rich and hungry leadership!

Q3 Results: Considering the tough market and other infra results, RPP Infra continues to do well! The beaten down stock will raise again!

85cr mcap company is getting 140 cr order and stock is on continuous lower circuits, it is available around 8PE@Fy25 Welcome to the new world of small & microcaps.. #NoRecommendation #Investing #Biased #ConsultSebiRegisteredAdvisor

"The wise ones bet heavily when the world offers them that opportunity. They bet big when they have the odds. And the rest of the time, they don't do anything. It's just that simple." - Charlie Munger

Watch out! This thread will come handy tomorrow when budget talks about GCC (Global Capability Centre). #Satech SA Tech

🛣 ET today cites a report by IIM Bengaluru that shows that every Rupee spent on Highway Construction leads to Rs 3.21 increase in GDP. Corroborates an earlier confidential study mentioned by Finance Min officials that said Rs 3 increase. Infra clear pump-primer of the eeconomy.