An excellent researched article, far superior to the one published by SOIC. I wish you had also included the competitors and their performance in a more detailed manner to decide whether it is investment worthy. Another missing part was the TAM (Total Addressable Market) for IDAs product profile. But a fabulous article on the whole . Cheers
Very well studied and explained in detail the company as compared to reports published by ICICI securities or any other. You have done lots of efforts in putting such article on one company and I wish you come out with more companies where you see more potential to grow due to "Atma Nirbhar". It is good practice not to put any target price as you have explained us the business. Your reply on comment on Management is excellent and well explained. If Mr.Jain want to remain in Stock Market with his image and goodwill he will do it with improving numbers rather than other tactics. Well explained the comment as past is not future and not necessarily repeated. How do I know about publishing your next such detailed Article ? Can I by subscribing through Email ? All the best for your article by educating investors.It seems you have passion for writing such detailed article?
Hi Ankush ..Appreciable work done man. That's great! Even I did research on this company and I was wondering from where do we get Capitalized Cost of R and D ? Like for FY 21, R and D cost is 93 Cr. which is shown as expense in the Pand L and 112 Cr. is Capitalized where did you get the figure of 112 Cr.? Please provide reference for this number (112 Cr.) If possible. Thanks in Advance
Arun Jain is repeatedly pulled up by SEBI for fraud insider trading in the shares of Intellect design arena. Moreover, he was put in jail for cheating an Indonesian Bank in 2003
Dear Ankush,
An excellent researched article, far superior to the one published by SOIC. I wish you had also included the competitors and their performance in a more detailed manner to decide whether it is investment worthy. Another missing part was the TAM (Total Addressable Market) for IDAs product profile. But a fabulous article on the whole . Cheers
From CA Mahesh Vora,Mumbai
Ankush Agrawal,
Very well studied and explained in detail the company as compared to reports published by ICICI securities or any other. You have done lots of efforts in putting such article on one company and I wish you come out with more companies where you see more potential to grow due to "Atma Nirbhar". It is good practice not to put any target price as you have explained us the business. Your reply on comment on Management is excellent and well explained. If Mr.Jain want to remain in Stock Market with his image and goodwill he will do it with improving numbers rather than other tactics. Well explained the comment as past is not future and not necessarily repeated. How do I know about publishing your next such detailed Article ? Can I by subscribing through Email ? All the best for your article by educating investors.It seems you have passion for writing such detailed article?
Hi Ankush ..Appreciable work done man. That's great! Even I did research on this company and I was wondering from where do we get Capitalized Cost of R and D ? Like for FY 21, R and D cost is 93 Cr. which is shown as expense in the Pand L and 112 Cr. is Capitalized where did you get the figure of 112 Cr.? Please provide reference for this number (112 Cr.) If possible. Thanks in Advance
Wow.. that was better than SOIC article.
Really loved the article sir
Thanks for putting this hard work and hours of research into such a beautiful way
Sir you have very well explained business of intellect design arena..
Please can you also analyse another IT company mastek
Arun Jain is repeatedly pulled up by SEBI for fraud insider trading in the shares of Intellect design arena. Moreover, he was put in jail for cheating an Indonesian Bank in 2003
no information on mr jain , his overall journey in IT industry & his character etc
An exhaustive analysis. Thanks.
Great effort... Thnx
Iam waiting for this article. Thanks a lot
Great article..very detailed. Appreciate your presentation of data...very attractive.
Wish to see many such articles and maybe any update on the thesis (positive or otherwise)