Mouzam Profile picture
7 May, 7 tweets, 3 min read
#Mastek Phenomenal runway for growth in N. America which is the real focus of mgt. Focusing on Healthcare & Lifesciences and Manufacturing & Retail Verticals. Capturing bigger customer. #Q4FY21Concall
2/ 2nd area of focus is competing with SAP and gaining more market share. Already closed 5 marquee customers who were using SAP as their legacy application. Will give opp. to significantly move in the UK & Europe region (stronghold of SAP).
3/ Focus to capture more "managed services" contracts on cloud applications as more and more customers keep migrating to Oracle cloud. While implementation may have been done by other Consulting firms. Compliments to the Mastek Evosys combination. Wants to🔼 this revenue by 10%.
4/ Continued investment in the capability and sales coverage is the mantra on which we are focusing on. Cloud capability and cloud space is at the forefront. AWS and Azure are according to us the opportunity to grow our business in both public and private sector space.
5/ Our growth pillars in form of UK public sector and Oracle EBM cloud are firing. The kind of investment which we have made in private sector and also making in next coming quarters, we believe this pillar will also come to the party and all the pillars soon should start🔥
6/ Rs 500-600Cr. cash on B/S - acquisition is going to play an important part with industry growing fast. Faster, effective & efficient way to acquire capabilities & skills from outside.
7/ Found this very interesting, #hcltech on #Mastek Q4FY21concall 😄

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More from @mmali09

8 Mar
#MoldTek Packaging - Rolling Thread (Disc: Not Invested)

1/ Putting together my study on an interesting proxy play to consumer products.

They are pioneers in the field of In-Mold label (IML) decoration in India. A market leader in Indian plastic packaging industry. Image
2/ However, the sustainability of these moats needs closer look. Mold-Tek has a state of the art “IN HOUSE TOOL ROOM” with sophisticated Swiss and German machinery to design & produce complex molds and distinction of developing IML decorated packaging for the first time in India.
3/ Amazing list of clients in Food & FMCG (listed & non-listed co.) Their USP is innovative & custom mold designs for solving modern packaging challenges. ImageImageImage
Read 16 tweets

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