competitive Advantage

competitive Advantage

Sunday, November 14, 2010

One stop Shop or Pure Play?

Today top tier IT companies do almost $750M of IMS run-rate business of course it includes lot of Hosting, Apps Support and Helpdesk components and/or Products support business within IMS but pure play IMS companies (Size is still around $75M) are also making their mark. I have compiled data on both spectrum..

Data below shows quarterly revenue for Top tier companies:



Revenues (US $ million)
Quarter ended
Sep-08
Dec-08
Mar-09
Jun-09
Sep-09
Dec-09
Mar-10
Jun-10
Sep-10
Infrastructure Mgmt Services









 Tata Consulting Services
       118.1
    123.1
    118.9
     137.7
    123.0
    129.2
    139.9
     156.1
     188.4
 Wipro Technologies
       216.4
    213.4
    218.6
     215.8
    219.4
    240.0
    251.8
     254.0
     269.8
 HCL Tech
         79.2
      84.7
      85.2
     106.9
    122.2
    132.3
    152.1
     165.2
     179.2



Pure Play Infrastructure Management Services (IMS, RIMO) companies in India are giving them run for their money to top tier companies–


Year (US$MM)
2009
2008
2007
Allied Digital



Revenue
$87.5
$66.9
$34.7
PAT
$17.7
$9.7
$5.1
Net Margin %
20.2%
14.5%
14.7%
Glodyne



Revenue
$111.3
$68.4
$37.3
PAT
$17.3
$9.0
$4.5
Net Margin %
15.5%
13.2%
12.0%
Omnitech



Revenue
$48.1
$38.1
$29.2
PAT
$8.8
$7.4
$5.7
Net Margin %
18.2%
19.3%
19.4%


Microland – do you have any data for last three years?

Any Comments or data welcome.
Cheers.

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