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Have you wondered how can you miss infosys 10 years ago when it was still a 800 Cr company. Not all of us have vision to see what lies ahead in future and that differentiates man from boys in world of investing. Is allied digital is next infosys ? I don't know for certain else I would have filled my garage with allied digital stocks. But let's see what are similarities in some of the great growth companies in India ( infosys, bharati airtel, reliance ) and allied digital.
Let's peak into balance sheet , there is jump in investment from 2 cr in 07 to 47 cr in 08. Why ??? May be too much of cash. Let's see cash flow statement.I am opening cash flow statement from moneycontrol site.
Wait a minute . Why are we looking at balance sheet ? Isn't it supposed to be a growth company. You don't look at balance sheet of a growing company, leave that for value investor.
We need to answer following questions for allied
Note : Infosys , reliance and bharati didn't acquired any company until they became big moot.Growth by acquisition is usually expensive.
So what exactly is business of allied digital :
Let's visit company web site http://www.alliedindia.com/ to find out what they do. Click on services and solution on top menu.
Based on first glance ..this is what they do
- Install servers , software
- Backup data
- Different technologies HP, LINUX, Sun
there are more then 100 services listed on their page.
In summary
They provide IT infrastructure for companies . Almost every company these days be it Bank or Telecom or Hospital needs IT infrastructure to support their client and operations.