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Zensar Technologies Ltd.
22 Jan 2019, 10:44PM
843.25
2.78%
HDFC Securities
Maintain BUY with a TP of Rs 300 based on 16x Dec-20 EPS. Zensar delivered robust revenue growth but margin performance was subdued. Revenue stood at USD 143.7mn (+4.0% QoQ, +4.5% CC) higher than our estimate of USD 141mn led by core business (+6.0% QoQ). Growth was led by sustained recovery in Cloud and Infrastructure Services (CIS) business (+16.9% QoQ, 17% of rev). EBITDA margin was below our estimate, contracted 204bps to 10.8% led by large deal transition impact, higher sub-con expenses and drop in utilisation.
Number of FII/FPI investors increased from 264 to 290 in Mar 2025 qtr.
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