About the
Company : Firstsource Solutions is engaged in the business of
providing customer management services like contact center, transaction
processing and debt collection services including revenue cycle management in
the healthcare industry
The Company
has posted Net Sales / Revenue
of ₹4098.60 &
Net Profit of ₹339.70 Cr in FY2020 and expected to post Net Sales /
Revenue of ₹4217.60 Cr & Net Profit of ₹334.40 Cr in FY2021 and Net Sales / Revenue of ₹4708.20 Cr & Net Profit of ₹392.60 Cr in FY2022 .
Valuations : The
Company is now Trading at X 0.70 of its
valuations ( last 4Quaters earnings considered here). It is now Trading at X0.5 of its FY 2020, which is now almost ~50%
Discount to its value and X 0.53
of its FY 2021 earning with a Discount
of ~47% and X 0.45 of its FY
2022 earning with a Discount of ~ 65% .
Why In News
: RJ has increased stake & HDFC MF has entered in recent past days.
Strengths :
1. Company is having Debt of ₹845.50 Cr in Books (2020), which will be reduceded
to ₹ 825.50 Cr in 2021 & ₹805.50 in Fy 2022.
2. Cash Flow from Operations ( CFO ) which is ₹410.40 cr in FY2020, will
improve to ₹547.7 Cr in FY2021 and ₹664.00Cr in FY 2022.
The Fare Value of Equity Per Share is ₹82.42 for FY2021 and ₹ 96.70 for
FY2022.
Disclaimer :
We are / may going to take exposure shortly.
The author tracks economic, behavioural and corporate
tends, hoping to gauge good avenues of return based on Fundamental Valuations
of Stocks, a follower of EPV method. You
can reach me/us at | Twitter # NiftyNext1 |
e-Mail : Mail@NiftyNext.Com
| Tel +91 8802230836 | Telegram # TheNiftyNext |
