MST的解决方案

2023年4月21日

新logo收购的增长、交易规模的增加、销售和营销的扩张以及市场份额的增加推动了收入的增长。BQ Prime的特别研究部分整理了来自印度顶级经纪商、资产管理公司和研究机构的高质量和深入的股票和经济研究报告。这些报告为BQ Prime的订户提供了一个扩大他们对公司、行业和经济的了解的机会。BQ Prime的特别研究部门整理了来自印度顶级券商、资产管理公司和研究机构的高质量和深入的股票和经济研究报告。这些报告为BQ Prime的订户提供了一个扩大他们对公司、行业和经济的了解的机会。ICICI Direct Report Mastek Ltd.报告称，按固定汇率计算，收入环比强劲增长5.3%，按美元计算，收入增长7.7%，至8,630万美元。该公司提到，收入增长主要来自有机业务。按卢比计算，该公司报告收入为709.2亿卢比，环比增长7.7%。从地域上看，增长主要来自英国地区(占收入组合的60.4%)，季度增长率为10.5%，而中东地区继续保持增长，季度增长率为8.7%。美国地区(收入占总收入的26%)的环比增长仅为0.5%。 Mastek indicated that seasonally weak quarter for MST Solutions and delayed decision making in the U.S. due to macro concerns are reasons for the muted performance. Vertical wise government (43% of mix) grew 11.8% QoQ while health, financial services and manufacturing reported QoQ growth of 6.1%, 9.4% and 3.6%, respectively. Retail continues to be under pressure and for Q4 it reported flattish growth. Key triggers for future price performance: Growth in new logo acquisition, increasing deal size, expansion of sales and marketing and market share gains to drive revenues. The management change in the U.S. region likely help in the recovery in FY24, which along with recent acquisition MST Solutions may bring growth back in the market. Expect revenues to grow at 12.8% compound annual growth rate in FY23-25E. Click on the attachment to read the full report: ICICI Direct Mastek Company Update.pdf View Document