The Value Visionary

Value picker and long term investor. No buy or sell calls. Only analysis, sharing and learning. Consult your advisor before making any stock decision.

[The Value Visionary @dvaluevisionary]

SA Technologies - Market is pricing it like SME IT staffing firm but the management is going for emerging GCC and engineering services firm. Aggressive hiring, major GCC wins like Axiado, Mindpool merger suggest satech is going big. High risk high reward play #Satech #100loading

[The Value Visionary @dvaluevisionary]

@AvinashRas81348 In my opinion, SATech is a long term stock. Trading short term is risky. They have hired heavily, increased assets fast, got new clients like Axiado recently. Now we need to see how it converts to improved revenue, margin, and cashflow. Post merger results will be interesting.

[The Value Visionary @dvaluevisionary]

SA Technologies - Market is pricing it like SME IT staffing firm but the management is going for emerging GCC and engineering services firm. Aggressive hiring, major GCC wins like Axiado, Mindpool merger suggest satech is going big. High risk high reward play #Satech #100loading

[The Value Visionary @dvaluevisionary]

100 crores win is a GCC order! This was not mentioned in their nse communication. This is great news for SA tech as gaining expertise in a particular sector like transportation increases chances of winning another client in the same sector. Plus it's a high margin, growth sector!

[GCC Rise™ @GccRise]

#SATech Software India Ltd. signs a ₹100 crore, two-year contract with a leading US-based transportation technology firm, strengthening its role as a GCC enabler in India. Leaders highlight India’s growing appeal as a strategic GCC and innovation hub.

Read More : https://t.co/laI8gHuC7L

@investindia | @makeinindia | @GoI_MeitY | @nasscom | @mygovindia | @IndianTechGuide | @IndiatechO | @_DigitalIndia | @DigitalIndiaCrp

#GCC #GlobalCapabilityCenters #SATech #IndiaGCC #TransportationTech

[The Value Visionary @dvaluevisionary]

@Definate_ @Noorulipo @proudhindu_1 @RajStockWatch @sudheep8531 @r_laroia @Maaachaaa69 @nid_rockz @Tanmay_31_ SA tech will be valued based on the size of new orders they will win going forward. Their results in short term will have minimal impact given their MCap. Long term investors will step in if traders exit. The "hope" that they might win a large order will drive the share prices.

[The Value Visionary @dvaluevisionary]

This comment aged well. Good to see SATech win massive 100 crores order (and hit consequite UCs) explaining why they hired so many staff in the first place.

[The Value Visionary @dvaluevisionary]

@sai_charan994 @SATechDigital Loss is not because of capital investment which is anyways funded by debt. It is because of rampant hiring possible in anticipation of some big orders. So staff costs have gone higher but the order have not materialised which means staff on bench.

[The Value Visionary @dvaluevisionary]

@amarnigam17 @nileshkurhade I think their mindpool merger went bad last quarter. They might show jump in revenue and profit once they complete merger this quarter.

[The Value Visionary @dvaluevisionary]

@sai_charan994 @SATechDigital Loss is not because of capital investment which is anyways funded by debt. It is because of rampant hiring possible in anticipation of some big orders. So staff costs have gone higher but the order have not materialised which means staff on bench.

[The Value Visionary @dvaluevisionary]

@CHAUDHARYWASIM @sai_charan994 Good question. I thought they used IPO proceeds to buy office. What is this huge jump in borrowings for? If they are expanding, they need to let stakeholdera know so there is no panic selling

[Sachin Gupta @Definate_]

Satech latest promoters interview.
Company is going to launch buy back v soon
Sa tech is in talks with legal advisors
#sme #SATech #gcc

https://t.co/6jAqnto1Fq

@RajStockWatch @Sudheep8531 @Aditya_joshi12 @AnirbanManna10 @vardhiitbhu @Alchemist1320 @r_laroia @drprashantmish6

[The Value Visionary @dvaluevisionary]

@sai_charan994 @Karthi_Eutopian They might announce preferential or similar soon to raise funds and there might be a bit of dilution.

[The Value Visionary @dvaluevisionary]

@sai_charan994 It is because there is reduced liquidity and panic in markets (Nasdaq falling +Nifty IT tanking). Interestingly, IT stocks are falling in fear of AI disruption and US recession. But SATech is an AI + GCC company and beneficiary of US cost cutting
But ppl just sell anyway :D

[The Value Visionary @dvaluevisionary]

Sa tech had increased authorised share capital from 14 crore to 15 crore and now appoints Equibridgex. Good chance that they might announce fund raising soon.
#Satech

[FinWizz (finwizz.live) @Fin_Wizz]

SA Tech Software India Limited Appoints Investor and Public Relations Agency, Equibridgex Advisors Private Limited
#SATECH #StocksToBuy #StockMarketindia

[Gaurav Perti @GauravPerti]

This is misleading, I would request further elaboration if the thesis is clear. The concept of PE is to figure out valuation. This needs to be studied along with other factors. An industry may command a low PE (various reasons, low growth rates, low margins, high debt etc).

Bull markets due to high liquidity and tailwinds lead to PE expansion in many sectors. However, in bear markets, PE contraction may take place ( eg. a lot of renewable energy companies corrected from peaks recently).

Irrespective of market (bull/bear) - margin of safety should be looked at. Bear markets often provide better opportunities to find quality low P/E stocks, but valuation should always be assessed holistically.

[Manish Khandelwal @ManishK46113331]

🚨The company anticipates an average annual growth rate of 25-30% CAGR over the next five years #SATech

Mcap 92cr, PE 25x,
Promoter holding: 69.4% no pledge,
ROCE : 34%, ROE : 38%, FV : 10,
CMP : ₹70, ROIC : 24%,
Quick ratio : 2.7x, Current ratio : 2.7x,
Asset turns : 2x, debt to equity: 0.33x,
PB : 2.5x

[The Value Visionary @dvaluevisionary]

SA Tech declares revenue of 78 Crores in 10 months. Their market cap is 90 Crores! #Satech #GCC

[Wegro App @wegro_app]

📌 S A Tech Software India Ltd announced INR 78 Cr revenue for the ten months ending Jan 31, 2025, a first for the financial year. The company highlighted strong operational performance and growth momentum, particularly in its Global Capability Center (GCC) business, which accounts for ~45% of revenue. They aim to increase this to 70-80% in the next two years with investments in sales & marketing. They project 25-30% CAGR growth over the next five years.

📊 S A TECH SOFTWARE INDIA LTD | 🏷️ General Updates

🌐 Details: https://t.co/KoXFxm2XkA

⚡️AI-driven watchlist alerts on WhatsApp - Try FREE 👉 https://t.co/U4qorVW3nK #SATECH

[The Value Visionary @dvaluevisionary]

@sai_charan994 No way. This is secondary market and SA Tech has no pledged shares. Owners know their focus should be on business and won't bother much about markets much until they plan to raise funds again. In short, share market & business performance are two different stories in short term.

[The Value Visionary @dvaluevisionary]

@CHAUDHARYWASIM @Sudheep8531 They are growing company and GCC is capital intensive. They are also buying 15 Cr worth property in Pune.

[The Value Visionary @dvaluevisionary]

@RajStockWatch @Sudheep8531 They also another gcc for edtech client in Bengaluru but pre ipo I guess

[The Value Visionary @dvaluevisionary]

@RajStockWatch @Sudheep8531 SA Tech actually did win one in Aug/Sept. Tendable is the client and they opened gcc in pune for it. https://t.co/mL0OP6Csfk