Please Share:: 
India Equity Research Reports, IPO and Stock News
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
SAP (SAPG.DE, Buy, On Conv. List, covered by Mohammed Moawalla)
1) New growth drivers – Management cited the following new big growth drivers going
forward (1) HANA, (2) mobility through Sybase acquisition and (3) SMEs
2) BRICs/Emerging markets a key growth theme – India could play a larger role in
SAP’s overall revenues in future along with China. It will be primarily driven by large
user base; hitherto revenues driven by ERP from larger organizations. Latest business
practices could occur in India with new initiatives such as (1) Multi Resource
Scheduling - aimed at improving scheduling resources, which can be used by an INFY,
TCS to better manage their benches. (2) eExit - aimed at making exit processes faster.
3) Competitive landscape with Indian vendors – The differentiator for SAP is the
integrated solutions which is a key selling point for large deals with big Indian
customers. The SME market is however difficult market to win and is very competitive.
4) India employee strength and outlook - India headcount has remained flat at about
4,000+ permanent employees and about 1,700 contracted employees. Most of them are
involved in code testing and development. New focus is on localization of HCM
product for SEA countries.
for details of remaining company see link
No comments:
Post a Comment