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Wednesday, December 7, 2011

Take Solutions Ltd:-Buy/sell/growth prospects and recommendation,news and results,target and analysis,view and outlook,multibagger

Scripscan:Take Solutions Ltd

Story:TAKE Solutions Limited provides software products and consultancy services, and e-business solutions in the business areas of life sciences and supply chain management. Its life science solutions comprise OneClnical, an integrated clinical enterprise system that provides functional services, including clinical data integration, data standardization, data management and biostatistics, pharmacovigilance, and e-submission services; and technical services, such as consulting, implementation, support, hosting, and validation services. The company’s life science solutions also include clinical trail and clinical data management systems; regulatory solutions, such as eCTD modules, PharmaReady suite, document management modules, structured product labeling modules, training records modules, and paper publishing modules; sales and marketing solutions; and clinical data warehousing and analytics solutions. Its supply chain solutions consist of enterprise mobility and WMS systems, including oracle data collection and warehouse automation, mobile sales and route delivery, and barcode and RFID management and compliance systems; supply chain collaboration systems, such as demand, purchasing, contract manufacturing, 3PL and drop ship, quality, ship confirmation, and request for quote collaboration solutions, as well as E-invoice and AP automation, returns management, and vendor managed inventory solutions; and professional services comprising oracle MSCA and WMS implementation, supplier onboarding/enablement, and supplier collaboration analytics services. The company also provides enterprise services, including application management, enterprise resource planner, speech recognition, business technology, software product engineering, and infrastructure management services.Revenues from Supply Chain (SCM) Segment constitutes almost 49% to the revenues in FY11 of Take. Post WCI acquisition which is in Lifesciences, SCM contribution to revenues has come down to 44% in Q1FY12. 65% of the revenues in FY11 came from the US where Mr. Levey has wide exposure.Considering huge focus in this segment, Mr Levey’s appointment would bring in a lot more visibility to the SCM business of the company. In addition, his contacts in this industry and geographical knowledge would aid in widening the client base. The company has given guidance of 6-7% QoQ growth for the next 2 to 3 quarters.EBIDTA margins are expected to move up in the range of 22-23% for the company.Take solutions is operating in the non-BFSI segments of SCM and lifesciences where the effect of Global Crisis may not be tough.Post the latest development in the company,I find the stock very attractive which is trading at low single digit PE its fy12 earnings.Buy the stock and expect a 25% return within a period of one year.

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