Is educomp solutios really worth 4000 Rs ?

shah's picture

 #

Here are some numbers to look at about Edumcomp

Market Price: Rs 4000
Market Cap: 7025 Cr.

Revenue for 2008 : 262 Cr.
Revenue for 2007 : 106 Cr.
Revenue for 2006 : 52 Cr.
Revenue for 2004 : 24 Cr.

Do you see a trend here . Every year revenue grew by 100%. Operating profit for 2008 was 126 Cr.

That's 50% margin.

It really looks fishy. Ask people around you , how many really use their online tutorials like mathsguru.com ? They have some schools and colleges. Still a revenue growth of 100% every year when property prices are skyrocketing ??

SO if you buy whole educomp today it will cost you around 7000 Cr. ( yeap that's market cap )

For a company whose revenue is 226 cr ( not profit ) .. let's assume company grow by another 100% this year , why not ? they have been showing it in books at least.

So price to sales ration comes out to be 15. Wallahh....

My Advice. again it's very speculative stock. Even if company grows at that pace , the value of company can not be more then this in next three years after considering all that growth. Hence you won't make any money at the end of the day. Risk is huge..

In short term some of the punters on this stock will laugh but in long term there are more chances of loosing money. For small investors biggest problem is when to sell stock.

My Advice, stay way from educomp. It's not worth the risk.

 

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