Animation and Gameing - an Emerging industry in india

Indian Animation Industry Expected to Reach USD 950 Million by 2009

The market size of the global animation industry (from the demand perspective) was estimated at USD 55 billion in 2005. The industry is expected to witness a CAGR of eight percent and is estimated to be USD 75 billion by 2009. Of the total animation  market, approximately 40- 45 percent goes towards the cost of development. Based on this, the global animation market (from 
the developers' perspective) was estimated at USD 25 billion in 2005, and is expected to increase to USD 35 billion by 2009.

The size of the Indian animation market (from the developers' perspective) was estimated at USD 285 million in 2005. It is expected to witness a CAGR of 35 percent from 2005-2009 and increase to USD 950 million by 2009. Currently, activities at the production stage form a major portion of outsourcing, with postproduction accounting for a small share. The share of  post-production activities is expected to increase in future. The entertainment sector contributes as much as 68 percent of  the total Indian animation market (from the developers' perspective). In entertainment, the share of fully animated movies is  expected to increase significantly, from 15 percent in 2005 to 28 percent by 2009.


Indian Gaming Industry Expected to Reach USD 300 Million by 2009 

Introduction of newer technologies and platforms has facilitated the growth of the worldwide gaming industry. The global  gaming market (from the demand perspective) was estimated at USD 19 billion in 2005, and is expected to increase to USD 36  billion by 2009, representing a CAGR of 17 percent for the period 2005-2009. Developers cost account for around 25-30 percent of revenues. Therefore, the worldwide gaming market (from the developers' perspective) was estimated at USD 5.8 billion in 2005 and is expected to increase to USD 11 billion by 2009.

The market for gaming development in India was estimated at USD 30 million in 2005. It is expected to witness a CAGR of 78  percent and reach USD 300 million by 2009. Mobile gaming will dominate the market with its share in the total Indian gaming  market (from the developers' perspective) expected to increase from 53 percent in 2005 to 68 percent by 2009. Key services  
currently outsourced in gaming include production and testing activities.


Indiam companies Engaged in Animation and Gameing Industry:


Tata Elxsi Ltd

Tata Elxsi classifies its business broadly into two key segments: Software development and services, and systems integration and support services. Over the past four years, the company has consciously transformed its revenue profile from systems  integration to software development and services.

 Tata Elxsi’s industrial design services comprise brand and product development services for fast moving consumer goods,  transportation, consumer electronics and appliances, digital user experience, and medical devices industries. Its animation  and visual effects services include 3D computer graphics, animation, and visual effects to offer services in pre-production,  production, and post-production of content for markets of advertising, film and television (TV), and gaming in India and  internationally. 

Tata Elxsi's Visual Computing Labs offers world-class 3d animation services to a diverse client list, from production houses  in Hollywood to Bollywood, famous Ad filmmakers, and some big TV producers worldwide.



Crest Animation Studios Ltd

Crest Animation is a full-service studio specializing in the development and production of digital animated properties for  theatrical, television, home entertainment and interactive distribution for the global entertainment industry. Crest is the  undisputed leader in the Indian animation industry, and one of the leading CGI animation studios in the world.



CAS, Mumbai, India outsourcing facility 

Delivered 150 TV Episodes (including Bratz, Pet Alien, Jakers, Tenali Rama)

Delivered 12 DVDs (including Arthur, Care Bear, Get Along Gang)


CAP, Los Angeles creative arm 

Delivered 6 Full length Feature (including The Trumpet of the Swan for Columbia TriStar, The King and I for Warner Bros)

Delivered 60 half hours of DVD/TVS.




Padmalaya Telefilms Ltd.

Padmalaya telefilms limited - A unti of padmalaya group, has already produced over 100 feature films and about 2000 Hours of TV Software. It has gained renown with its production of 2D Animation software for international studios, as well as visual effects and graphics for movies mad both at home and abroad.


UTV Software 

UTV Software Communications Ltd (UTV) is India’s first integrated global media and entertainment company. UTV India & its subsidiaries (UTV) create, aggregate and disseminate content of various genres across varied distribution platforms. It’s 5 business verticals include

Content Production & Services
Movies
Broadcasting
Interactive (Gaming)
New Media


UTV also remains bullish on Mobile gaming and believes that it will contribute $150-200 million in revenue to the topline within the next 18-24 months. Its subsidiary India Games has captured close to 60% of the market share in India and has grown 120% in 2008-09.It is also projecting 50% growth YoY for Indiatimes for quite some years.

In Online Gaming, UTV’s investment into True Games, has progressed well and by Q2 of 2009-10 they would be launching their own MMORPG Platform in the USA and Turkey .

For more details of UTV's plane please visit the link

Sector Watch : RENEWABLE ENERGY

RENEWABLE ENERGY SCENARIO IN INDIA

India is blessed with an abundance of sunlight, water and biomass. Vigorous efforts during the past two decades are now bearing fruit as people in all walks of life are more aware of the benefits of renewable energy, especially decentralized energy where required in villages and in urban or semi-urban centers. India has the world’s largest programme for renewable energy.

Solar Energy: 

The scope of generating power and thermal applications using solar energy is promising. Only a fraction of the aggregate potential in renewable resources and in particularly solar energy is being used so far. Processed raw material for solar cells, large capacity SPV modules, film solar cells, SPV roof tiles, inverters, charge controllers etc., have good market potential in India.


SPV Systems:

More than 700000 PV systems of capacity over 44MW for different applications are installed all over India. The market segment and usage is mainly for home lighting, street lighting, solar lanterns and water pumping for irrigation. Over 17 grid interactive solar photovoltaic generating more than 1400 KW are in operation in 8 states of India. As the demand for power grows exponentially and conventional fuel based power generating capacity grows arithmetically, SPV based power generation can be a source to meet the expected shortfall. Especially in rural, far-flung where the likelihood of conventional electric lines is remote, SPV power generation is the best alternative.


Biomass Energy: 

In a country like India, biomass holds considerable promise as 540 million tons of crop and plantation residues are produced every year, a large portion of which is either wasted, or used inefficiently. Conservative estimates indicate that even with the present utilization pattern of these residues and by using only the surplus biomass materials, estimated at about 150 million tons, about 17,000 MW of distributed power could be generated.

Hydro Projects: 

With numerous rivers and their tributaries in the country, the small hydro sector presents an excellent energy opportunity with an estimated potential of 15,000 MW. About 10 percent of this has been exploited so far. In order to accelerate the development of small hydropower in the country, the GOI also provides concessions for existing hydro projects including financial support for renovation, modernization and capacity upgrading of aging small hydro power stations.

Energy from Wastes:

 The rising piles of garbage in urban areas caused by rapid urbanization and industrialization throughout India represent another source of non-conventional energy. Good potential exists for generating approx. 15,000 MW of power from urban and municipal wastes and approx. 100 MW from industrial wastes in India.

Biofuels:

 The GOI recently mandated the blending of 5 percent fuel ethanol in 95 percent gasoline in 9 states and 4 union territories as of January 1, 2003. This mandate has created an approx. 3.6 billion liter demand for fuel ethanol in the entire country, and also further increase in the fuel ethanol component of the blend to 10% as of October 1, 2003. The significant demand growth creates a tremendous manufacturing opportunity for the U.S. fuel ethanol industry seeking to expand its investments internationally. A substantial import of fuel ethanol will be necessary to supply the product required to meet the burgeoning demand created by the currently effective GOI mandate.



Indian Companies Engaged In Alternate Energy Development:


Solar Power:

1. Moserbaer

2. XLTELECOM

3. Tata Power (Through TataBP solar)

4. Titan Industries ( Through Titan Energy)

5. WebelSolar


Wind Power:

1. Suzlon

2. Elecon Engineering

3. Indowind

4. LITL


Bio Fuel:

1. Praj Industries

2. Sugar Companies

3. Tata Chemicals

Investor who are looking for long term opportunities can invest in the above companies

Mobile Value-Added Services

   Instant messaging is a rapidly expanding mode of real-time communication across the world. The global messaging market, which was $65 billion in 2007, is predicted to touch $117 billion by 2012 according to Portio Research. A more recent report also states that Mobile Instant Messaging, which generated $2.5 billion in 2008, is expected to increase to $12.4 billion by 2013.

Geodesic

  Geodesic is an innovative technology company making software products focused on Information, communication and entertainment for mobile phones and desktop computers. The products include Instant messenger, Mobile VoIP (Voice over Internet Protocol) and Internet radio. The company has plans to launch a VoIP product soon. The company has tied with up with leading online & offline marketing companies to globally launch its new product.

   Geodesic derives most of its revenues from developing instant messaging platforms/services and licensing them to enterprises as well as retail users (directly or indirectly) under the ‘Mundu’ brand. The company’s products (Mundu ICE stack) cater to clients ranging from portals and publishers to telecom operators, mobile handset manufacturers, system integrators and even retail consumers. Geodesic also licenses its instant messaging platform to mobile handset manufacturers and telecom operators, thus providing it with sustainable revenue streams, with scope for expanding margins.


    The client base for Geodesic also includes portals such as Naukri, bigadda.com, Edelweiss Capital Ltd, First Global Stock Broking, Business Standard and Dialog Telekom.



Headquartered in India, Offices in: UK, Sweden, Germany, Hong Kong, Mauritius, USA


Subsidiaries: 

Chandamama India Limited
Engage Solutions Limited
Geodesic Technology Solutions Limited
Geodesic Information Systems Inc
Geodesic Information Systems AB



Recent News Updates:

Geodesic Holdings Limited, wholly owned subsidiary of Geodesic Limited has signed a Share Purchase Agreement to acquire 100% of a privately held software company, headquartered in Uruguay. The company focuses on developing advanced messaging and collaboration solutions for Telecom operators, and has implemented their solution across 12 carriers in Latin America, South Africa and Asia.

Geodesic has announced its decision to buyback 25% of the equity shares at a maximum price of Rs 75 a share.

Recently, Geodesic won a deal from Idea Cellular in India, for Internet radio services on a revenue sharing basis.


Financial:


Geodesic reported revenues of Rs 191.07 crore for the quarter ended Dec 31, 2008, an increase of 115% as compared to the quarter ended Dec 31, 2007. 

Geodesic’s operating income for the third quarter ended Dec 31, 2008 was Rs 183.46 crore, an increase of 114% as compared to the quarter ended Dec 31, 2007. 

Geodesic’s net profit for the third quarter ended Dec 31, 2008 soared by 93.23% at Rs 83.70 crore compared to the quarter ended Dec 31, 2007. 


year High : 84

Year Low : 38

CMP : 66

Face Value : 2


One can invest in this stock at Current Market Price for a good return over a period of 3-5 years.

Mobile value-added services

Onmobile Global Ltd


OnMobile is India's largest VAS and Data solutions provider for Mobile, Landline and Media Service Providers. OnMobile's innovative Multimodal and Multiservices Platform integrates technologies like Speech Recognition, WAP, SMS, MMS, USSD, Voice and Location amongst others. This enables Service Providers, media houses, corporate, & merchants to offer interactive services on any network technology to provide an enriched end-user experience. In addition to providing technology, platform, applications and content, OnMobile also offers its customers a Managed Services operations model. OnMobile is the first Indian telecom VAS service company to go public. It made its debut on the two most prominent Indian Stock Exchanges - BSE & NSE. OnMobile is headquartered in Bangalore, with offices in 9 countries, customers in over 20 countries, and employee strength of 1000+.

All leading mobile operators in the country such as BSNL, Bharti Airtel, RCom, Vodafone Essar and Idea Cellular feature on the client list. The revenue share for any VAS product is between 20-25 per cent of usage. With all these operators witnessing rapid subscribing additions and looking to augment non-voice revenues to stem the falling realisation, OnMobile appears well-placed to benefit from the opportunity.

OnMobile recently acquired Telsima, a natural speech recognition software player that has capabilities in foreign and several Indian languages. This paves the way for additional license fee in addition to revenue share for OnMobile in addition to geographical expansion.

Recent News:

Norwest Venture Partners India has invested about $15 million (Rs.75 crore) for a stake less than 5% in OnMobile Global Ltd, a provider of value-added services for mobile phones.


Financials:

OnMobile Global, has announced a 7.63 per cent growth in net profit to Rs 27.64 crore for the third quarter ended 31 December 2008. Total revenue rose to Rs 115.72 crore in the latest quarter from Rs 80.50 crore in the corresponding year-ago period.


CMP : 314

52wk H/L (Rs) 744.70 - 185.20 


Onmobile Advantage:

The inorganic growth strategy of the company has started to boost the revenues of the company with the share of international revenues having gone up from 19% in the last year to 24% as on December 2008. The international revenues have registered a growth of approximately 90% as compared to a growth of 40% in the domestic revenues. The share of international revenues has gone up due to the contributions from Voxmobili and Telisma.



Long Term Investors can stay invested in this stock and can add this stock on dips for a period of 3-5 years. (Buy 200-250)

MoserBaer India Ltd.

 Moser Baer, headquartered in New Delhi, is one of India's leading technology companies. Established in 1983, the company successfully developed cutting edge technologies to become the world's second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged as the first to market the next-generation of storage formats like Blu-ray Discs and HD DVD. Recently, the company has transformed itself from a single business into a multi-technology organisation, diversifying into exciting areas of Solar Energy, Home Entertainment and IT Peripherals & Consumer Electronics. 

 Moser Baer has a presence in over 82 countries, serviced through six marketing offices in India, the US, Europe and Japan, and has strong tie-ups with all major global technology players.


Storage Media  

 Moser Baer India, the second largest manufacturers of optical media in the world, is a technology company focused on the preferred OEM for all 12 of the world's optical media manufacturers and commands a 16% development, manufacture and supply of optical media across the globe. The company is a global market share. With a strong R&D thrust, the company has been able to lead the technology curve in the optical media business.

 Moser Baer's products are manufactured at its three state-of-the-art manufacturing facilities that adhere to the most stringent process and quality standards. The company employs over 7,500 people and has an annual production capacity of over 3 billion units.


Photovoltaics 


 Moser Baer Photo Voltaic (MBPV) was launched as a fully owned subsidiary of Moser Baer in 2005 with the primary objective of enabling reliable solar power as a competitive non-subsidised source of energy.

PV industry potential 


 Fuelled by the recent technological advancements, it is estimated that solar market would demonstrate a 43 per cent CAGR and is poised to achieve grid parity in the short to medium term. The current demand projections translate to a market value of $50-70 billion by 2010, according to certain estimates. The solar market has grown from $13 billion in 2005 to an 
estimated $40 billion this year. 

 Demand from Europe — particularly Spain, Italy and Germany — has been strong. A key trend in the solar energy sector  is the diversification away from the top markets such as Germany and Japan. Spain and other European countries and the US are projected to drive demand through 2009; the growing demand in developing nations such as India and South Korea are expected 
to further drive the market up.


Entertainment:

Moser Baer Entertainment offers home video titles in various Indian languages at unmatched prices and is also engaged in media content creation.


IT Peripherals & Consumer Electronics:

 Moser Baer has entered into IT Peripherals and Consumer Electronics. In IT Peripherals the product range comprises of USB drives, Memory Cards, DVD writers, PC Peripherals, TFT Monitors, UPS and External Hard Drives. In the Consumer Electronics arena, the company has come up with a product range with medium to hi-end positioning comprising of Ultra Advanced LCD TVs, DVD Players, Portable DVD Players, Digital Photo Frames, Media Players and Multimedia Speakers.


Recent News:

 Moser Baer PhotoVoltaic (MBPV) plans to enter the US market and expand its presence in Europe by the end of the year. Europe is the major market where MBPV has a $350-400 million (Rs 1800-2,100 crore) business for three of its technologies — crystalline (best suited for cold climate), thin-film (appropriate for warm climate) and concentrator (for places getting  direct sunlight). PhotoVoltaic (PV) contributes around 10-15 per cent to Moser Baer’s consolidated revenues and the PV industry is growing at 30 per cent Compound Annual Growth Rate (CAGR) annually.


 Moser Baer Photovoltaic, a subsidiary of Moser Baer India Ltd., has secured a contract from roads and buildings department of Gujarat to set up one of India's largest roof-top solar photovoltaic installations in Surat.


Financials:

Moser Baer India has posted a net loss of Rs 25.65 crore for the quarter ended December 2008, against Rs 20.4 crore loss in the year-ago period, on the back of an increased interest charges.

Its standalone total income rose almost 25 per cent year-on-year to Rs 655.24 crore in October to December quarter FY09.


Year High : 85

Year Low : 41

CMP : 53


What Makes MoserBear Attractive:

Innovative Products to  cater growth: Moser Baer recently acclaimed fame of being the first non-Japanese Company to innovate its own OSM blu-ray disc technology.

Huge Market Size: The size of the blank optical media market in India is over one billion discs per annum. CDR (Compact Disc-Recordable) is the predominant format accounting for about 80% of the OSM market in India. DVDR  (Digital Video Disc-Recordable) has grown exponentially over the last year.

 Moser Baer Photovoltaic Limited, a Wholly owned subsidiary  of Moser Baer India, is in the business of photovoltaic (PV) cells and modules. MBPV  is expected to emerge as a technology-driven PV equipment manufacturer in the world by implementing a capacity of 500 MW by  FY 2010; through a mix of multiple technologies including crystalline silicon, concentration and thin films. The  manufacturing facilities are housed in a SEZ dedicated for renewable energy at Greater Noida. MBPV is in the process of setting up India's largest grid connected solar farm in Rajasthan with an investment of around Rs 100 Crore.



Investor with 3-5 years view can buy this stock on dips for a decent return.

Mobile value added service

Mobile value added services market is expected cross 12,000 crore in 2009.Current Mobile VAS industry is estimated at Rs. 5780 crore.To Grow 70% YOY to Rs. 9760 crores by end June 2009 & Rs.16520 crores by end June 2010.MVAS currently contributes around 9 % to the operator’s revenue.It is expected to increase to 10.4 % in the next 1 year and 12% by June 2010. 


Tanla Solutions

Tanla Solutions, predominantly a network aggregator in the mobile value added services (MVAS) space.An integrated play in the mobile billing and value added services catering largely to top mobile operators in the UK and Ireland, synergies from the acquisition of Openbit and an expanding domestic presence are key business drivers for Tanla. Content aggregators typically enable content from music companies, websites and entertainment companies to be made available in a downloadable format on mobile phones.

Tanla has end-to-end offerings in the mobile value added services segment, with network aggregation, product offerings and professional services. The company derives 78 per cent of its revenues from the network aggregation services. Its top clients are leading European mobile operators such as O2, Orange and Vodafone, all pan-European players, thus enabling Tanla to expand its footprint.

Tanla Solutions offers end-to-end mobile commerce, mobile entertainment, mobile internet and mobile advertising solutions and works in partnership with some of the top telecom operators worldwide such as MTN, Vodafone, O2, T-Mobile and Airtel among others. It has subsidiaries and offices in the UK, Singapore, Ireland, US, Dubai, Malaysia, Srilanka, South Africa, Spain and 
Finland.

Tanla Solutions’ acquisition of Openbit gives it a clear edge in terms of enhancing its offering in the on-device mobile payment segment. It could also help Tanla expand operations in new regions and create a sustainable revenue stream.

The acquisition holds several positives for Tanla. Openbit has strong tie-ups with players such Nokia and has its software products installed in 20 million Nokia phones. This deal can help Openbit extend its relationship with Nokia in countries such as China and India, where mobile subscribers are being added at 8 million a month.




Recent News:

Tanla Solutions, a telecom infrastructure provider, has partnered with Mahanagar Telephone Nigam (MTNL) to roll out third generation (3G) value added services in New Delhi. Tanla‘s 3G VAS platform enables a number of Video based interactive applications like Video IVR Portals, Video Chat, Video SMS and Video alerts. This enables mobile operators and service providers to enhance portal offerings with feature-rich, personalized video interactivity.

Tanla Solutions is forming a 50:50 joint venture with Spanish mobile value-added services provider Zed Worldwide to develop and sell mobile content. The proposed JV will also provide mobile advertising and related services to telecom operators in India. It would entail initial investments of Rs 63 crore in the paid up capital. Both the partners will contribute Rs 31.5 crore each for the venture.

Financials:

The firm which had sales of Rs 460 crore in 2007-08, generates 95% of its revenues from the overseas markets. It expects share of domestic market to grow to 15-20% in the next two years.


Three months ended Dec 31

(Versus the same period a year earlier, in million)

Net Profit 439.50 vs 432.70

Total Income 1,681.95 vs 1,240.34

Results are consolidated



Year 2009

High : 93.95

Low : 21.2 

Face Value: 1

EPS :1.70 (Last Qtr)

CMP : 29.50

It will give good returns for long term investors who can hold it for 2-5 years.

Bartronics India Ltd

Company Background


Incorporated in 1990, Bartronics India Ltd (BIL) is a Hyderabad based company that started with providing solutions in Automatic Identification and Data Capture (AIDC) having application in the area of inventory management, sales over retail counter, supply chain management and attendance recording. BIL has expanded into other AIDC solutions of RFDC, RFID tags, Smart Cards, Point of Sale (POS) units targeted at the retail market. The company is also developing GPS/GPRS technology.


Automatic Identification and Data Capture (AIDC)

The AIDC industry is moving rapidly towards the use of RFID in a number of high-value and high-volume market segments. The RFID market is expected to jump from $1.4 billion annually this year to as much as $3.8 billion in 2008, according to a study by Allied Business Intelligence Inc. It is still in a nascent stage but there are several factors, in addition to dropping chip prices, which are driving the growth of RFID as an enabling technology.



Business Model

BIL started developing and marketing bar codes, one of the oldest AIDC technologies. From the bar coding segment, BIL forayed into other advance areas of the AIDC technology ie. Biometrics and RFID.  BIL expertise lies in providing a total bar code solution together with system integration, which has applications in areas such as inventory management, attendance recording, dispatch management and sales over retail counter etc.



Industry Associates:

Intermec technologies, Synel Technologies, Datalogic, Escort Memory Systems, ASK, Wavex Technologies, singapore, Idmicro - RFID Solution Provider, Skywave - Mobile Communications, Lintec Corporations  




Business Alliances :

Watchdata systems, Singapore, Muhlbauer, Germany , SIL, mauritius, Hayleys, Srilanka, Almoayyed commercial services, bahrain, ST Microelectronics,  Iris corporation, Malaysia

 
Recent News:

The company has recently won a deal estimated at Rs 5,000 crore from the Municipal Corporation of Delhi. This deal, spread over nine years, is to set up 2,000 kiosks to provide ‘Government to Citizen’ services. This deal also opens up opportunity for garnering advertising revenues for Bartronics. This is especially relevant as the Commonwealth Games is set to take place in Delhi in 2010, providing scope for booking advertising revenues upfront.This deal provides long-term revenue visibility for the company.

Bartronics India Limited has informed that Bartronics Asia Pte Limited has received a trial purchase order for supply of RFID (radio-frequency identification) tags from the Singapore government housing and development board.




Financials:

Bartronics India's net profit surged 174.3% to Rs 18.49 crore on 68.8% increase in net sales to Rs 92.31 crore in Q3 December 2008 over Q3 December 2007. 

For the last three years, revenues have grown at a compounded annual rate of 146.8 per cent while net profits have grown by 170.3 per cent. In the nine months of FY09, the company has seen a 155.3 per cent (to Rs 417.2 crore) and a 132.6 per cent (to Rs 65.5 crore) growth in revenues and profits respectively.


PE : 4

52 Week High 253.00 

52 Week Low 55.00 

CMP : 74



Bartronics Advantage:

The Company has a robust order book of Rs 1100 Cr that is executable over the next 24 months. Of this order book the company has executable orders worth Rs 800 Cr executable over the next 15 months.

As the only company to provide end-to-end AIDC solutions in India, it is likely to benefit from strong and sustained client relationship.

Monopoly in smart card & RFID technology in domestic market with 90-95% market share in both, which in turn will swell its order book.



Investors can buy this stock around 50-70 level for medium to long term Investment(3-5 years)
 

A good Company to Invest

Numeric Power Systems Ltd

With more and more businesses (including telecom and critical care medical instruments) running on technology solutions, the need for power protection systems for reliability and quality has become vital. Given India's significant power deficits and the ubiquitous outages and voltage fluctuations, Numeric Power's products have significant market potential in the country. The IT and business process outsourcing boom in the country has further propelled the demand for such products.

Numeric power systems excel towards providing high Quality Power Management solutions and be the Industry Leader through,

Latest technology UPS products

Powerful solutions for all special applications

A wide spread network to stay close to all customers

Dedicated and trained team of resources for efficient support

Higher level of commitment to achieve high performance and maximum up time

Power Quality Audits and Energy Management solutions

The company has a dominant position in this segment and has clients such as Intel, Infosys and Veritas. Its ability to offer remote monitoring through customer IT networks and Web-enabled solutions has not only helped capture overseas market but has also facilitated cost-control through efficient servicing.

The company's fully-owned subsidiary in Sri Lanka and an export-processing unit in Chennai cater to the overseas markets. Other subsidiaries in Singapore and Mauritius, which trade in the company's products, have enabled effective tapping of markets in Africa and the US directly and through partners. The Singapore subsidiary also acts as a sourcing point for batteries, which are fully imported for the end product.

The company implemented an auxiliary power systems project for Power Grid Corporation in the entire north-eastern States, in a turnkey effort involving design, supply and installation of total power conditioning systems. With this, the company has elevated itself to an integrated player in power protection systems. This may well act as a reference point for more such projects in future

Recent News

Numeric has recently launched a 100 per cent owned subsidiary, Numeric Solar Energy, offering very high specialised and standard solar product range to support every need to conserve energy under the renewable energy programme, combined with energy efficient LED lighting solutions for a whole range of applications.

SOLAR PRODUCTS SOLAR SOLUTIONS:

Solar PV Modules, Standalone systems, Solar Charge Controller,Hybrid Solar power Systems combined with UPS systems, Solar Inverters, Distributed Grid Systems,Energy Storage, Solar Energy Farms

It expects the segment’s revenue to increase five times by 2012.

Numeric is planning to set up a one mw solar power project at its wind farm in Palladam investing Rs 20-25 crore. The company expects its turn over to cross Rs 500 crore in 2009 -10.


Financials:

Book Value 277.45
52 Wk 692.00
52 Wk 130.00
Face Value 10.00
Div(%) 50.00
CMP: 170.5
Investors can buy this script in the range of 130-150 for Medium to Long Term

IT infrastructure management services

IT infrastructure management services

The global IT infrastructure management services (IMS) business is estimated to be $100 billion. Around 60-70% of the IMS activity can be outsourced, which translates into a huge business opportunity for Indian companies in this space.

Allied Digital Services Ltd

Allied Digital Services Ltd (ADSL) is a leading IT Infrastructure management and Technical Support Services outsourcing Company which enable global, large and medium enterprises and service providers to reduce their total cost of ownership using a combination of on site and remote services.

Business:

Allied Digital is into IT infrastructure management, security management and technical support services. The company, which has long been present in the domestic market, is now also looking at global markets. It has set up a network operation centre and security operation centre in Mumbai to serve its customers.

It launched its remote management services center consisting of a network operation center (NOC) and information security operation center (SOC) at Mumbai. It also started its liasioning offices in Sydney, Australia and New Jersey, United States of America. By going international, Allied hopes to be able to garner a good market share in the overseas business by offering its services at competitive prices leveraging the lower cost of technical manpower in India.

ADS delivers services through its own facilities and centres, spread across 92 cities and follows a `direct' model rather than a franchisee model, as adopted by its peers. This gives the company a direct control on the quality of service and helps it maintain the desired level of efficiency due to uniformity in training. The client list includes big name across the industry in Manufacturing, Banking, Energy, ITES, Service and Government.

Recent Awards:

Allied Digital Services bagged the Gold award as the Fastest Growing company. It registered a 90 percent growth in 2007-08, by posting revenues of Rs 297 crore in 2007-08, up from Rs 156 crore in the previous fiscal - DQ Channels

.
Allied Digital is awarded ‘Best under a Billion Dollar Company’ by Forbes Magazine

Allied Digital acquires US based EnPointe Global Services for US$ 30 Million:

The company acquired an 80.5 percent stake in En Pointe Global Services LLC as well as a majority stake in Bengaluru-based Digicomp, which offers reverse logistics, technical support, customer care, warranty services, etc.

Financials:

Results Q3 2008:

Sales :96 Cr
Operating Profit : 23.64 Cr
Net Profit :18.6 Cr
Allied Digital’s net sales have risen more than three times over the past two years. Net profit has grown by four times during the same period.
Promoters : 61%
Institutional Holding: 23%
Dividend Yield: Nil
P/E: 10.3
CMP: 149 (NSE)

BSE :
52 Wks High (06-JUN-08) 1049.6052 Wks Low (12-MAR-09) 146.05

NSE:

52 Wks High (06-JUN-08) 982.20 52 Wks Low (12-MAR-09) 145.05

The Art of Investing

"Manage the downside; the upside will take care of itself" - Donald Trump
Investing is an art but most of the retail investors fails to master it. Investing is not simply putting your money somewhere with the aim of get-rich -quick attitude. It requires a lot of planning and control on your personal finance.

Investing is not gambling. A ‘real’ investor does not simply throw his hard earned money randomly. It requires lot of research analysis and time. It is smarter to buy and hold good stocks then to engage in day trading.

There are several methods available for investors.Investing in Bank Deposits,Term Deposits and Bonds are much safer investment in times like the market is in sever down trend . But we failed to include the effects of inflation in our returns, after taking the inflation effect the investor hardly earn 4-5 % return. This kind of investment are safe for investors who wants to protect their money with a small portion of appreciation. But for the investor who wants to create wealth for his generation, stock market provides an excellent opportunity to build wealth over a period of time.

How to find stocks that fit's your need?

By The Size: Large cap companies are well established and stable.But this companies have limited growth penitential then small cap companies. In case of small cap companies which operative in niche sectors can give good return.But the problem will come when these companies expanding in to new areas.
Growth Vs Value Companies:

A growth company is one that expanding in faster phase with regards to their earnings against unfavourable market condition or economy. If you are smart enough to catch a successful growth company in their early stage, you can create a huge wealth. A ‘ Value’ company is in general trade lower that the average earning due to economic condition.

The first sign of an growth company is constantly increasing it's market share against all odds and they are in emerging or niche sectors. The "sector" in which these companies are also plays a vital role in choosing growth and value companies.

Sectors to watch
Insurance : Huge Potential but most of the companies unlisted
Health Care : India is favorite for cost effective medical treatments
Food Processing : Huge untapped market
Alternate Energy: Yet to take off