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Thursday, October 22, 2009

Zicom Electronic Security Systems Ltd:Future growth outlook and prospects

Scripscan:Zicom Electronic Security Systems Ltd
cmp:98
Code:531404

Story:The rising burglaries and armed robberies have hightened the need for electronic security surveillance, an area neglected in the past.Zicom Electronics, a company operating in the Electronic Security space has created a niche for itself in the electronic security market space with offerings for both the home and institutional segment. The company today is the leading electronic security solutions provider in the country, with offices in over 50 cities and towns. The company offers a wide range of products including access control Systems, CCTV surveillance, fire alarm systems, smart cards, biometrics, remote video surveillance, perimeter protection system, law enforcement products, etc.The company has also integrated all this multiple security applications into one coordinated hardware and software package.The company provides Electronic Security Surveillance solutions to British Airways, Siddhi Vinayak Temple, RBI, Star TV, Reliance, Tetrapak, Taj Hotels, Haji Ali Dargah, Mumbai Traffic Police, Prince of Wales Museum, NTPC and BARC, to name a few.Zicom has a tie-up with Future Media which allows it to have exclusive retail outlets at over 100 outlets of Future Groups select retail formats including Big Bazaar, Brand Factory, E-Zone, Electronics Bazaar etc. Besides, the company has an ambitious rollout plan of exclusive Zicom Retail stores and has targeted 300 stores by 2009-10.Zicom's business model allows it not just one time sales revenues but recurring service revenues year on year.The concept of Electronic Security is still in its infancy as far as India is concerned – the growth of middle class, improving lifestyles, concern for Home Security with rising crime graph coupled with falling hardware prices makes a perfect case for demand explosion in the sector. Of late, we are witnessing the old favourite DING-DONG Bell in our homes getting replaced by Video Door Phones. Moreover, the ongoing real estate boom has put the company in a sweet spot with increased order flow being witnessed. The company has already received contracts from various builders for its home security products like Burglar Alarm, Electronic Gas Leak sensor and Video Door Phones.The Indian security Market is dominated by companies like Zicom, Honeywell, Tyco, Johnsons Control and Godrej, while the Home and Retail segments are dominated largely by unorganized regional players where the focus is standalone products and not solutions - Zicom probably being the only organized national player. The company is scouting for buys in US and UK which will enable it to have a global footprint in the Electronic Security market.Our major concern however is low promoter’s holding in the company (18% as on september 30, 2009) – this may however act as a double edged sword. On one hand, low promoters holding leaves excessive float in the market, on the other hand, makes the company susceptible to being preyed upon by potential raiders. Inspite of the concern, we believe that space in which the company operates, the potential is high.The company’s market cap is a mere Rs.123crore at the current price of Rs.98.Can be a multibagger in future.

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