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Sampalik Capital

13 تغريدة 28 قراءة May 06, 2022

Three L&T group #IT cos. #LTTS, #LTI & #mindtree are becoming GIANTS.
We have already analyzed #LTTS vs #TataElxsi
So Let's analyze & see if there exist synergies b/w #mindtree & #lti or they should left unintegrated and better compete to complement each-other.
#NIFTYIT
1/🧵

2/
So, below is service offering of #LTI:
#NIFTYIT #nifty50 #stockmarkets #sharemarket

3/
However, #lti categorizes above in following segments:
1⃣Application Development, Maintenance (ADM) & Testing (~35% of revenue)
2⃣Enterprise Solutions (~30%)
3⃣Cloud Infrastructure & Security (~14%)
4⃣Analytics, AI & Cognitive (~12%)
5⃣Enterprise Integration & Mobility (~9%)

4/🧵
And below is service offering of #mindtree:
#NIFTYIT #nifty50 #stockmarkets #portfolio

5/
#mindtree revenue breakup:
1⃣Customer Success: ~40%
2⃣Data & Intelligence: ~15%
3⃣Cloud: ~20%
4⃣Enterprise IT: 25%
In this case also, as in #LTI, cross services are involved so 'Cloud' service offering may packaged into overall offering of other segment.
#NIFTYIT

6/
#mindtree vs #LTI
And below is approx. industry wise breakup as per their financial reporting structures:
#nifty50

7/
#mindtree vs #LTI
Next is approx. geography wise breakup as per their financial reporting structure:
#nifty50 #NIFTYIT #stockmarkets #investing

8/
#Mindtree vs #LTI
Mindtree strategy is 4⃣✖️4⃣✖️4⃣ (all covered above in this thread).
#NIFTYIT

9/
#Mindtree vs #LTI
And LTI's is: The Great restructuring - Let's SOLVE!
#NIFTYIT

10/
#Mindtree vs #LTI
Some key financial parameters for comparison based on CMP on 2/2/22!
Src:@screener_in
#NIFTYIT #nifty50 #StockMarketindia #sharemarket

11/
#mindtree vs #LTI
➡️Mindtree merged into LTI, so LTI + Mindtree = ‘LTIMindtree Limited’,
➡️Shareholders of Mindtree as on record date will receive 73 shares of LTI for 100 shares of Mindtree
➡️Larsen & Toubro (the Promoter) will own ~ 68.73% stake in the combined entity

12/
#mindtree & #LTI
Industry Capabilities of 'LTIMindtree Ltd.' - More diversified !
P.S. Almost as analysed in tweet#6 in this #Thread

13/🧵
#mindtree & #LTI
Geographical presence of 'LTIMindtree Ltd.'

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