Sunday, 24 August 2014

Kellton Tech Solutions Ltd. - Buy

Buy Kellton Tech Solutions for long term basis:

1. In the emegring hot sector of Web, Mobile, Web, ERP and cloud sector.
2. Catering to companies like PVR, Dailynews Newyork, Makemytrip, Groupon, Nielsen...all top notch customers.
3. Kellton Tech Selected Among the 'Top 20 Travel & Hospitality Solution Provider in June 2014.
4. Company's financial cyclefrom July to June. Consolidated net sales of Rs 48.6 Crs and PAT of Rs 3.7 Crs in FY 13. For first 3 quarters FY 14, Net Sales of Rs 91.8 Crs and PAT of Rs 3.83 Crs....full year FY 14 nos. to be much higer than Fy 13.
5.Promoters increased their shareholding by subscribing to the warrants at Rs 15 per share.

Buy at current CMP of Rs 13.29 for multibagger returns.

Disc: It is safe to assume that I am invested in this stock.

4 comments:

  1. Sir
    The debt is increasing YOY without any increase in assets can u please kindly advice

    ReplyDelete
    Replies
    1. Company has done some acquistions recently due to which consolidated nos. for FY 14 and FY 13 are not comparable. This includes assets and liabilities of acquired entities.

      As a result of this the topline increased from Rs 48 Crs to Rs 133 Crs in FY 14. Company's financial years is from July to June.

      Delete
  2. Hi,

    Why has the management got its foot in so many other sectors and companies. For example the management has many other companies like below:
    KELLTON COMMODITY AND DERIVATIVES PRIVATE LIMITED
    Kellton Infra Private Limited
    KELLTON FINANCIAL SERVICES PRIVATE LIMITED
    KELLTON INSURANCE SERVICES PRIVATE LIMITED
    KELLTON SECURITIES PRIVATE LIMITED.

    Do you have a view on this? It doesn't inspire much confidence that management has its hands into so many things.

    ReplyDelete
  3. good company, will keep it on tracker

    ReplyDelete