look news india
Mumbai: The third phase of Lok Sabha elections, including in Gujarat, saw lower than expected turnout last week, amid worrying reports that a one-sided victory may not be possible and in the event of an adverse outcome, no alliance will get a clear majority. Apart from global factors, local election factors have capped the decline at the end of the week after keeping the market soft for four consecutive days last week. Speculation regarding the election results is likely to continue till June 4. Due to this, there will be caution in the market along with index based upheavals and there will be a possibility of ups and downs in index management. With three phases of the seven-phase Lok Sabha elections over, market volatility is likely to continue in the next election week with the fourth phase of voting scheduled for May 13, 2024. However, after last week's big drop, the decline has now stopped and the rebound has seen a slow recovery, so the rebound trend may continue in an oversold market. But considering the ongoing heavy selling of shares by foreign portfolio investors, the rise can also be considered bullish. Local Funds – Stock-specific bullish trend may continue in the market due to continued buying in shares by local institutional investors, next week Nifty will close at 22444 from 22222 and Sensex will close at 74111 from 73333.
ARJUN'S VIEW: ACCELYA SOLUTIONS INDIA LTD.
BSE (532268), NSE (ACCELIA) Listed Rs.10. Paid-up, Mazda Limited (ACCELIA Solutions India Limited) is a leading global software provider to the airline industry. Which provides more than 200 airlines with an open, modular software platform that enables innovative airlines to drive growth, delight their customers, and take control of their retail sales. Owned by Vista Equity Partners, a long-term perennial fund, Aselia is a trusted industry leader with 10 global offices and over 2,000 employees. In 2019-20, Aselia was acquired by Vista Equity Partners (Vista), a leading global investment firm specializing in enterprise software, data and technology enabled businesses. Ascelia is dedicated to finding innovative solutions to complex business problems. Vista's champion mentality empowers its portfolio companies to stay ahead of the digital economy by investing in research and development for their product innovation and other tools, expertise and support.
Major Client-Airlines: American Airlines, Avianca, British Airways, Brussels Airlines, Cathay Pacific, Copa Airlines, Delta, Emirates, Etihad, Euro Wings, Finn Air, Fly Dubai, Garuda Indonesia, Jet Blue, LATAM, Lufthansa, Olympic, Oman Air, Qantas, Qatar, Aryan Air, Swiss World Cargo, TAP Portugal, Turkish Airlines, United, Virgin Atlantic, WestJet, Air Canada, Alaska.
Book Value: Rs 154 in March 2021, Rs 172 in March 2022, Rs 168 in March 2023, Estimated Rs 253 in March 2024, Estimated Rs 358 in March 2025
Dividend: A company that has a habit of paying more than 70 percent of the net profit to its shareholders as dividends. 520 percent in 2021, 620 percent in 2022, 650 percent in 2023
Share Holding Pattern: Acelia Holding World S.L.U. USA Acelia America Promoted is 75 per cent owned by promoters, with public shareholding comprising 7.37 per cent of Plutus Wealth Management LLP, 4.03 per cent of HNIs and 13.60 per cent of retail shareholders worth less than Rs 2 lakh.
Financial Results: (Financial year ending June)
(1) Full year July 2022 to June 2023: Net income up 27% to Rs 470 crore. Net profit margin-NPM increased by 27%. Net profit increased by 55% to Rs.118 crore and earnings per share-EPS was reported. To be Rs 85.
(2) Q1 July 2023 to September 2023: Net income up 10.5 per cent at Rs 127 crore, NPM up 24.75 per cent, net profit down 4.5 per cent at Rs 31.52 crore, quarterly earnings per share at Rs 21.12. achieved.
(3) Q2 October 2023 to December 2023: Net income up 11.60 per cent at Rs 125 crore, NPM up 24.75 per cent, net profit up 22 per cent at Rs 30.93 crore, quarterly earnings per share at Rs 20.72. achieved
(4) Q3 Jan 2024 to March 2024: Net income up 13.91 per cent at Rs 131 crore, NPM down 25.66 per cent, Net profit down 7.35 per cent at Rs 33.62 crore, Quarterly earnings per share at Rs 22.53. achieved. In the quarter, the company has made a provision for net extraordinary loss of Rs 33.61 crore on gross basis under impairment of goodwill and marginal profit on sale of Pune asset.
(5) Nine months July 2023 to March 2024: Net income NPM rose 10.37 per cent to Rs 383 crore from 25.14 per cent, net profit rose 1.75 per cent to Rs 96.28 crore and nine monthly earnings per share rose to Rs 63.21 (except extraordinary items) achieved. Have been done.
(6) Expected Q4 April 2024 to June 2024: Quarterly earnings per share are expected to be Rs 22.75 with net profit of Rs 34 crore from NPM, up 25% on expected net income of Rs 136 crore.
(7) Expected full year July 2023 to June 2024: Expected net income of Rs 520 crore at NPM at 25% Net profit of Rs 127 crore Expected full year earnings per share-EPS of Rs 85.
(8) Expected full year July 2024 to June 2025: Revenue in the airline industry is expected to increase significantly in anticipation of cessation of hostilities by Israel with declaration of ceasefire by Hamas, with net revenue increasing by 15% to Rs 600 crore NPM by 26 are supposed to. % Net profit is expected to be Rs 156 crore. Earnings-EPS per share is expected to be Rs 105.
Thus (1) The author has no investment in the shares of the above company. Authors may have direct or indirect personal vested interests in research sources. Consult a qualified certified financial-investment advisor before making any investment decisions. The author, Gujarat Samachar or any other person will not be responsible for any possible loss on investment. (2) Acelia Holding World S.L.U.S.A. Acelia America Promoted 75 per cent promoter holding, with Plutus Wealth Management LLP holding 7.37 per cent public share holding (3) Dividend payout habit of 70 per cent of net profit (4) First nine months July 2023 to March 2024 EPS Rs 63. 21 Achievers (5) Expected Full Year 2023-24 EPS at Rs 85 (6) Expected Full Year 2024-25 EPS at Rs 105 and Expected Book Value at Rs 358 against paid-up share of Rs 10 as on May 10. P/E of 16 for 2024 is available at Rs 1670.70 on BSE (Rs 1675 on NSE) against expected earnings. Which MNC company should get more than 25 P/E.