#LTTS๐ŸŒ on recent SWC acquisition:

Strong Demand 4 Electrification, Energy transition,5G rollout n cyber security across their clients in US n Europe,parts of Asia

There is demand 4 service net models 4 efficient campuses,cities,utilities mobility,public safety n cyber security
Rationale LTTS management saying has been taken to go ahead and acquire SWC business:

1.6 trillion dollars of engineering spent in FY21 was laid by manuf. 51% for manufacturing cos is expected by FY25 to 2.3 trillion dollars with 58% coming from HiTech & services
In the medium term which is 2 to 3 yrs this acquisition will be both Margin n EPS accretive but in the immediate term which is one year there could be little bit of dilution.

In the medium term #LTTS๐ŸŒ management reaffirming their guidance of being margin accretive.
#LTTS๐ŸŒ says this is forward looking one of the biggest acquisition with lot of capabilities

#LTTS๐ŸŒ saying there is no working capital issues with this acquisition whereas some of the research houses had pointed opposite.
#LTTS saying acquisition is aimed to improve their footprint in telecom 5G domain
2yrs ago they acquired Orchestra Technologies wch was in d same area but dat provided LTTS d middle part, LTTS hv the OEM part n now SCW brings scale in d architecting part dat other Cos do not have
#LTTS๐ŸŒ they see it as ability to turn this around n give way what LTTS n their client looking for to be it as a sweet acquisition

There is a innovative culture at their parent L&T not only to integrate things but with speed n this acquisition is in line with that.
#LTTS๐ŸŒsays Dividends should not get hit ahead and they will continue to look at further acquisitions.
@Finstor85 ji please correct if anything I am not able to make out properly. Thanks in Advance.

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More from @ParveenBhansali

Jan 12
#LTTS๐ŸŒ to acquire L&Tโ€™s Smart World & Communication Business

SWC has a strong expertise in communication wth network design, planning, implementtn n mgmt of Netwrk Operations Cntr, Opertnl Supp System, Datacenters, Cloud/pvt 5G network at more than 25K locations across India
SWC has an employee base of over 700 engineers from diversified technology domains and has crossed an annual revenue of INR 1,000 Crores.

This acquisition will pave way for SWCโ€™s offerings to reach the global market leveraging LTTS๐ŸŒ global footprint.
SWC cater to d demands in smart cities, smart utilities, n digital infrastructure.

Over d yrs, it has touched 150+ million urban lives, running 25+ smart city operation centers, connecting 2 million assets and
business applications encompassing the areas
Contd....
Read 4 tweets
Jan 11
#LTIM
LTI Mindtree merger creates a strong challenger in the Indian IT space with a $4.1 billion revenue run-rate as the combined entity has significant revenue synergies owing to the complementary nature of clients and service offerings.
LTI can benefit from Mindtree's strength in d experience layer of digital n addressing CMO budgets while d latter can benefit from d formerโ€™s strength in packaged applications

Overlap among key clients is minimal ensuring no turf wars.
The LTI Mindtree merger would definitely be a new cylinder in the engine room here.

This could lead to the countryโ€™s next large-scale IT Services player.
Read 10 tweets
Dec 15, 2022
#SircaPaints revenues is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Retail Distributors industry in Asia.
#SircaPaints is a market leader in premium wood coatings in north India n is significantly expanding its domestic footprint by setting up additional manufacturing facilities & infrastructure to strengthen its position in the East, West and South Indian markets.
#SircaPaints currently operates two manufacturing facilities, one for mass-market wood coatings products in Sonipat, Haryana and a wall paints and putty in the NCR region.
Read 4 tweets
Dec 15, 2022
#JyotiResins
In the past 10 yrs d share price of this small-cap firm has climbed from Rs 3.50 to Rs 1,325.

During this time, stock has surged 39,000 %.

In the past 3 yrs it has gained nearly 2300%.

Stock is listed only on BSE.
#JyotiResins isย an India-based Co that is engaged in the business of manufacturing synthetic wood adhesives under its brand name EURO7000.
EURO 7000 which was launched in 2006, and is now the second largest selling wood adhesive brand in India in the retail segment.
#JyotiResins
Read 4 tweets
Dec 4, 2022
#LTTS๐ŸŒ saying:

Witnessing robust customer demand for digital manufacturing services with multiple programs being initiated around Industry 4.0 n digital twins, enabling them to deliver quick ROI to their industrial products n plant engineering customers.
Deal pipeline continues to remain robust n r in middle of several advanced stage discussions wth global customers across key geographies

#LTTS๐ŸŒ Europe deal wins r expected to double this fiscal. Their differentiated offerings will help them stay ahead of competitors in d space
#LTTS๐ŸŒ undertaking deep investments across its six big bets, helping develop state-of-the-art infrastructure across its global locations.
Read 7 tweets
Nov 29, 2022
#LTTS๐ŸŒ revenues has grown at a CAGR of 10.9% in the last five years whereas #TataElxsi revenues has grown at a CAGR of 8.1% during the same period. Increased demand for digitisation has been driving #LTTS๐ŸŒ revenue growth.
#TataElxsi and #LTTS๐ŸŒ are among the niche leading engineering, research and development (ER&D) services providers in the world.

Both are fighting to grab maximum market share.
Outsourced ER&D penetration in most of ๐ŸŒLTTSโ€™s verticals is still in the low to mid-teens, implying significant scope for an increase in outsourcing.
Read 6 tweets

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