Hinduja Global Solutions (HGS): Sitting on Cash= Market cap

Video: https://youtube.com/shorts/PCDfJo1Kwdo?si=JKcEHgBo6z6kBtnZ

Because the market is not perfect, you will sometimes find hidden companies that are trading at beautiful levels

Example: HGS market cap < Cash on balance sheet

This is value hidden that is good reading on how sometimes you get a good deal when you dig in companies

  • Employee Headcount: 
    • 20,683 as of March 31, 2023
    • 19,947 as of June 30, 2023
  • Clientele: 
    • As of March 31, 2023, HGS had 292 active CX/ BPM clients and 762 HRO/Payroll processing clients. 
    • Digital Media business (NXTDIGITAL) has a customer base of more than 5 million
    • Clientele: As of June 30, 2023, HGS had 299 active CX/ BPM clients and 772HRO/Payroll processing clients
  •  As on June 30, 2023
    • Net Cash and Treasury Surplus stood at Rs. 4,962.0 crore
    • Net Profit from continuing operations stood at Rs. 304.6 crore for FY23
    • PAT stood at Rs. 16.6 crore for Q1  
    • EBITDA margins for the quarter was 15.3%
  • In June 2023, we completed the buyback offer of 60 lakh equity shares at a price of Rs. 1,700/share aggregating to Rs 1,020 crore  
  • Delivery Presence: − 
    • As of June 30, 2023, HGS had 35 global delivery centers across nine countries
    • Digital Media business covers 4,655 pin codes covered in India. No. of cities serviced for wired broadband: 351. No. of owned-and-operated NXTHUBs set up across India: 114

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