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Tuesday, October 20, 2009

Polaris Software Lab Ltd:News/views/analysis/recomendation/prospects and outlook

Scripscan:Polaris Software Lab Ltd

Story:Polaris is one of the most leveraged plays in the Indian IT sector to the recovery of the global banking, financial services and insurance industries (BFSI), with 90% of its revenue from this segment. With Citibank already an anchor client and investor, the global recovery is leading to good business traction at Polaris. I expect this traction to drive a 26% EPS CAGR over FY10-12 , leading to a gradual stock re-rating , driving positive view. Several large Indian IT companies have seen more deal closures from BFSI companies worldwide , and the mid-cap sector is beginning to see positive momentum now.A large broekrage house expects Polaris to benefit from this, given its significant expertise in the BFSI sector. Operating leverage combined with the elimination of hedging losses should drive a good 26% EPS CAGR in FY10-12 E, after 13% growth in can buy the stock with a target price of 225rs to be acheived over a period of 12-18 months. The price target is based on 11x forward P/E, at a 10-20 % discount to other mid-caps in the sector due to its high sector focus.

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