Birlasoft’s focus on niche verticals, cross selling, client mining combined with geographic expansion could lead to long-term improvement in revenue profile. It is well positioned to tap the growth opportunities along with improving margin profile via larger deal wins, better utilization, cost efficiencies and tax rationalization. The company is well positioned to grow its revenues and profits at healthy rate over the next few years and thus looks attractive at current PE of 22.7.
Suven Pharmaceuticals Ltd (SPL) demerged away from Suven Life Sciences in 2018 and was listed on 9th March 2020. Suven Pharmaceuticals is an integrated CDMO player with strong capabilities in process research, custom synthesis, formulation development analytical and services.
Mastek Limited (Mastek) is an information technology (IT) solutions provider. The Company and its subsidiaries are providers of vertically focused enterprise technology solutions. The Company’s segments include UK, North America and Others. The Company’s portfolio includes business and technology services, which consists of IT consulting, ERP Cloud Migration, application development, systems integration, application management outsourcing, testing, data warehousing and business intelligence, application security, customer relationship management (CRM) services and legacy modernization
APLLTD is vertically integrated with the ability to develop, manufacture and market pharmaceutical products, pharmaceutical substances and Intermediates. Alembic is the market leader in the Macrolides segment of anti–infective drugs in India. Alembic Pharmaceuticals presents an extensive range of branded and generic formulations, in compliance with international and national regulations