Vama Industries Ltd


BSE: 512175 | NSE: NA | ISIN: INE685D01014 
Market Cap: [Rs.Cr.] 4 | Face Value: [Rs.] 10
Industry: Computers - Software - Medium / Small

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Management Discussions

MANAGEMENT DISCUSSION AND ANALYSIS

A. INDUSTRY STRUCTURE AND DEVELOPMENTS

Changing economic and business conditions, rapid technological innovation, proliferation of the Internet, and globalization are creating an increasingly competitive market environment that is driving corporations to transform the manner in which they operate

The role of technology has evolved from supporting corporations to transforming them The ability to design, develop, implement and maintain advanced technology platforms and solutions to address business and client needs has become a competitive advantage and a priority for corporations worldwide.

There is an increasing need for highly skilled technology professionals in the markets in which we operate At the same time, corporations are reluctant to expand their internal IT departments and increase costs. These factors have increased corporations' reliance on their outsourced technology service providers and are expected to continue to drive future growth for outsourced technology services.

Increasing trend towards offshore technology services Outsourcing the development, management and ongoing maintenance of technology platforms and solutions has become increasingly important. Companies are increasingly turning to offshore technology service providers to meet their need for high quality, cost competitive technology solutions.

B. OPPORTUNITIES, THREATS

According to a fact sheet published by NASSCOM in February 2009, broad-based growth across all the segments of IT services, BPO, Software products and engineering services, is reinforcing India's leadership as the key sourcing location for a wide range of technology related services

According to NASSCOM Strategic Review Report 2009, IDC forecasts a cumulative annual growth rate (CAGR) of over 6 21% in worldwide IT services and IT enabled services (IT-ITeS) spending and a CAGR of over 18.79% in offshore IT spending, for the period 2007-12. The combined market for Indian IT-ITeS exports in fiscal 2009 was nearly $60 billion.

There are several key factors contributing to the growth of IT and IT-enabled services (ITeS) in India and by Indian companies

• India has a large and highly skilled English-speaking resource pool. According to NASSCOM Strategic Review 2009 large and growing pool of skilled professionals has been a key driver of the rapid growth in the Indian IT-ITeS sector and that India accounts for over 28% of the total suitable talent pool available across all the potential global sourcing locations.

• Outsourcing of IT and ITeS requirements to India offers significant cost advantages in terms of accessing highly skilled talent at lower cost The NASSCOM Strategic Review 2009 indicates that companies experience cost savings of around 60-70% by outsourcing to India as compared to their source locations and suggests that cost advantage is sustainable over the long-term.

• India-based companies have proven their ability to deliver high quality services. According to NASSCOM Strategic Review Report 2009, India based companies have earned more quality certifications than any other country.

India is also a leading destination for IT enabled services. According to NASSCOM Strategic Review Report 2009, the worldwide BPO market is expected to touch $181 billion by 2012, representing a compounded annual growth rate, or CAGR, of 11.9%.

C. RISKS AND CONCERNS

The risks and uncertainties include, but are not limited to, risks and uncertainties regarding fluctuations in earnings and exchange rates, the company's ability to manage growth, intense competition in IT services including those factors which may affect our cost advantage, wage increases in India, increased training and resource cost, our ability to attract and retain highly, skilled professionals, increasing customer expectation, time and cost overruns on fixed price contracts, client concentration, restrictions on immigration, our ability to manage our international marketing & sales operations, reduced demand for technology in our key focus areas, disruptions in telecommunication networks, liability for damages on our service contracts & product warranty, the success of the companies in which the Company has made strategic investments, withdrawal of governmental fiscal incentives, political instability, legal restrictions on acquiring companies outside India, and unauthorized use of our and our customers' intellectual property, the latter when in our possession as well as general economic conditions affecting our industry.

D. OUTLOOK

Due to the continued uncertainty and global economic conditions, companies continue to seek to outsource IT spending to offshore IT service providers as also to reduce costs by outsourcing their business processes to offshore service providers with a proven track record. Management believes that this has contributed to continued growth in the Group's revenues. Looking ahead into 2008-09, the Group expects to continue to grow in consolidated revenues and profits inspite of the economic crisis and recession around the world.

E. SEGMENT-WISE PERFORMANCE

As of March 31, 2009 our reportable segments, were Software Development & Services (comprising of IT and IT enabled services) and Product / Hardware Sales & Services.

Out of the total turnover, the Software Development & Services segment generated a revenue of Rs.430.88 lakhs (previous year Rs 387.97 lakhs) and the Product Sales &Services segment contributed to the tune of Rs. 376.08 lakhs (previous year Rs.332.27 lakhs). This is in tune with the consistent focus of the management, wherein it is laying more thrust on IT enabled services, which is the niche area of the Company.

F. INTERNAL CONTROL SYSTEMS AND THEIR ADEQUACY

The internal control systems adopted by the Company are adequate and appropriate to its operations. The system has been designed to ensure that assets and interest of the Company are protected and dependability of accounting data and its accuracy are ensured with proper checks and balances.

The Company has internal audit to examine and evaluate the adequacy and effectiveness of Internal Control System. The internal audit ensures that the systems designed and implemented, provides adequate internal control commensurate with the size and operations of the Company.

The Audit Committee of the Company consisting of non-executive independent directors periodically reviews and commends the quarterly, half yearly and annual financial statements of the Company. A detailed note on the functioning of the audit committee forms part of the chapter on Corporate Governance in this Annual Report.

G. FINANCIAL PERFORMANCE WITH RESPECT TO OPERATIONAL PERFORMANCE.

1. Authorized Share Capital

The Company has an authorised share capital of Rs. 800 lakhs comprising 80 lakh equity shares of Rs. 10/- each as of March 31, 2009.

2. Paid up Share Capital

The Company has a paid-up capital of Rs.703.80 lakhs comprising 70.38 lakhs equity shares of Rs. 10/- each as of March 31, 2009.

3. Secured Loan

During the Financial Year 2008-2009, the secured loans of the company decreased from Rs.22,63,330 to Rs. 16,56,943 primarily due to loans repayments.

4. Fixed Assets

During the year, the Company has invested Rs. 171.47 lakhs on Fixed Assets (Softwares, Computers & Peripherals and Office equipment)

5. Inventories

Inventories of the company comprises of computers and spares of IT Products. During the financial year, Inventories of the company stood at Rs. 4.28 lakhs as compared to Rs.2.93 lakhs for the previous financial year.

6. Sundry Debtors

Sundry Debtors for the current year stood at Rs. 194.08 lakhs as against Rs. 154.74 lakhs for the previous year.

7. Cash and Bank balances

During the financial year, Cash and Bank balances decreased and stood at Rs.62.52 lakhs as against Rs. 100.81 lakhs for the previous financial year.

8. Revenue

During the Financial year 2008-2009, the total income stood at Rs.826.39 lakhs as compared to Rs.726.54 lakhs for the previous financial year 2007-2008, and exhibited a growth rate of 13.74%.Out of the above income, Rs.430.88 lakhs relates to Software Development & Services (Previous Year 387.97 lakhs),showing a growth rate of 11.06% and Rs. 375.98 lakhs relate to Product/Hardware sales & services (previous year Rs. 332.27lakhs) showing a growth rate of 13.15%.

H. HUMAN RESOURCES

People are considered to be the key resource for the success of the organization in the long run. The Company is committed to provide a favorable work environment to its employees along with balanced compensation package. In this pursuit the Company provides series of training & development programs on various subjects to retain talent and to facilitate empowerment amongst employees

The Company also keeps an eye on the attrition levels and draws up appropriate plans to ensure the employees at all levels find an environment that encourages performance and transparency in performance appraisal. No. of employees as of March 31, 2009:126.

   

Peer Comparison

Company Market Cap
(Rs. in Cr.)
P/E (TTM)
(x)
P/BV (TTM)
(x)
EV/EBIDTA
(x)
ROE
(%)
ROCE
(%)
D/E
(x)
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Mindtree 3,453.82 10.78 2.63 7.59 29.8 36.1 0.03
Hexaware Tech. 2,353.36 8.52 2.39 6.54 31.0 35.9 0.00
Persistent Sys 2,087.00 11.95 2.07 6.98 19.7 26.5 0.00
KPIT Infosys. 2,030.45 19.44 2.29 10.09 12.5 15.1 0.20
Infotech Enterp. 1,873.32 10.09 1.61 4.81 16.3 22.2 0.00
eClerx Services 1,840.20 12.69 5.48 9.52 55.3 67.8 0.00
Pine Animation 1,722.89 0.00 49.09 0.00 0.0 0.0 0.05
NIIT Tech. 1,571.76 10.36 2.47 8.04 18.6 27.1 0.01
Cressanda Solns. 1,396.71 0.00 65.07 0.00 0.0 0.0 12.96
TCS e-Serve 1,189.53 2.32 0.56 0.00 26.9 39.0 0.00
Turbotech Engg. 1,115.76 0.00 47.44 0.00 0.0 0.0 0.11
Zensar Tech. 1,074.74 8.84 2.11 4.58 24.1 34.3 0.00
Rolta India 981.69 2.85 0.40 3.81 13.7 12.0 0.62
Firstsour.Solu. 714.23 5.25 0.58 6.27 4.4 4.6 1.40

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Key Information

Key Executives:

R Venkateswara Rao , Director 

K Vara Prasad Raju , Director 

V Rama Krishna Rao , Director 

V Rajam Raju , Executive Director 


Company Head Office / Quarters:
8-3-191/147/24 Ground Floor,
B-12 Madhura Nagar,
Hyderabad,
Andhra Pradesh-500038
Phone : 91-40-66615534/66661 9919
Fax : 91-40-23708672
E-mail : services@vamaind.com
Web : http://www.vamaind.com
Registrars:
Bigshare Services Pvt Ltd
G-10 Amrutha Villa
Somajiguda

Hyderabad - 500 082

Fund Holding

 
Scheme Name No. of Shares
No data found

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