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Wednesday, March 25, 2009

Sankhya Infotech,Gemini Communication and Pyramid Saimira Theatre:Future growth prospects and outlook

A freind of mine who happens to work with exmplar investments forwarded their portfolio to me.With some compilations and editions here the same for you folks.Profit from it guys.

1)Scripscan:AXIS IT&T Ltd
Traded in:Nse-bse

Story:Axis IT&T was included in the portfolio after its takeover by Rajeev Chandrashekhar's Jupiter Group. It reported extremely healthy numbers for half year ended September 2008, especially on consolidated levels. Based on the financial strengths of the new management and its interests in aviation sector we see a great future ahead for this company.

2)Scripscan:Sankhya Infotech Ltd

Story:Sankhya was included in the portfolio because of its niche operation in Simulation & Training and High-end Learning domain. Sankhya too reported healthy numbers for half year ended September 2008 inspite of its main operational segment Aviation facing severe slowdown. Based on the company's current order-book and the strength of its niche offerings we expect a significant improvement in its financials in the years to come.

3)Scripscan:Gemini Communication Ltd

Story:It was an extremely eventful year for our oldest portfolio company Gemini Communication wherein it acquired a majority stake in chennai-based security and availability solution provider Veeras Infotek which enabled Gemini to become one of the top 3 network security services providers in India. In 2008, Gemini also announced a restructuring of its top management structure to handle the increased scale of operation of the company as well as to spur future growth. We expect 2009 to be a robust year for Gemini as its offerings in WiMax space will find a huge domestic market once an era of WiMax gets opened up in India in 2009.

4)Scripscan:MIC Electronics Ltd

Story:As far as MIC Electronics is concerned, it justified its inclusion in our portfolio by becoming one amongst the only 22 indian companies to get listed in Forbes' Best Under a Billion List. Inspite of the tough economic environment, we expect many takers for MIC's niche offerings and thus see a great future ahead for the company.

5)Scripscan:Pyramid Saimira Theatre Ltd

Story:We are very concerned about the developments happening with one of our portfolio company and that is Pyramid Saimira and this is the basic reason why we have not included its presentation today. Our concerns are more on management side than on business side and unless the cloud gets cleared on them we will refrain from any comment on it.

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