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Post-budget comments: S. Patkar, CFO, Geometric

Mar 2, 2006

Post the Union Budget, we talked to Mr. Shashank Patkar, CFO of Geometric Software Solutions (GSS), in order to get his views. This is what he has to say.

Mid-cap software: At the crossroads?

Sep 29, 2005

We live in heady times! The markets are literally in stratospheric territory. FIIs have pumped in over US$ 8 bn into Indian equities this calendar year, economic growth is expected to be robust, inflation and interest rates appear to be benign, affluence is on the rise, corporate profits are growing at an enviable pace despite high crude prices. Simply, all seems hunky dory!

Flextronics buyback: Is it a fair deal?

May 5, 2005

Our concerns have come true! When the Singapore-based Flextronics acquired a majority stake in the erstwhile Hughes Software Systems (now Flextronics Software Systems of FSS), we had asked investors to take this news with caution as MNCs have a history of delisting their subsidiaries from the Indian bourses (remember Digital?). The turn of FSS has come as Flextronics has announced its proposal to delist this India-based subsidiary from the Indian bourses through a buyback of all the outstanding

Geometric: Where to from here?

Feb 21, 2005

Geometric Software Solutions (GSS) is one of the niche players in the Indian software industry that has had a good past performance record. The company is focused on the PLM (Product Lifecycle Management) space, and provides innovative products and solutions to the automotive, aerospace and hi-tech industries in the areas of engineering, design, CAD/CAM, CAE and PDM. The main focus of PLM solutions is to help industries manage product lifecycles in the fast-moving competitive environment. The co

Software: A reality check

Nov 25, 2004

In continuing with the ‘good work‘ that has aided growth in the past quarters, leading companies from the Indian IT sector have reported improved performance in the second quarter of FY05. The performance has been characterised by a higher growth in the topline, led by strong volumes and stable billing rates and improvement in operating margins, led by cost control measures and a shift offshore.

Geometric Software: Way to go!

Oct 23, 2004

Geometric Software Solutions (GSS) announced robust results for the quarter and half year ending September 2004. Strong growth in topline has more than compensated for rise in employee costs (absolute terms) due to the salary revisions in the quarter. This is seen in the strong improvement in operating margins during 2QFY05.

Geometric Software: Tough times never last!

Aug 19, 2004

In the highly competitive Indian technology space, the top layer is generally occupied of large companies (like Infosys and Wipro) that have a highly efficient delivery model in place and provide end-to-end services that are usually across the entire spectrum of the value chain. While it is possible only for a few players to imitate these behemoths, the others are well off concentrating on a niche areas or particular domains like banking and finance (i-flex), telecom (Hughes Software) and engine

“Cost-effective does not mean cheap. It means value for money.”

Mar 4, 2004

In an interview with Equitymaster, Mr. Patkar talks about the global technology industry with specific reference to the PLM segment, Geometric’s competencies and his vision for the company.

Geometric Software: Research Report

Feb 25, 2004

Geometric specializes in providing product lifecycle management (PLM) technologies and solutions to the global mechanical design, manufacturing and industrial markets. The company started as a spin-off from the R&D division of Godrej & Boyce in July 1994. Beginning with around 60 people, Geometric currently employs around 700 software professionals. The company has a unique business model where it collaborates with OEMs (companies making the PLM software/suite of product) in order to capture bus

Geometric Software: Improved performance

Oct 23, 2003

Geometric Software, on a standalone basis, has reported a strong sequential performance for 2QFY04 with its topline and bottomline growing by 13% and 59% respectively. Also, operating margins for the quarter have improved significantly by around 850 basis points. However, the half-yearly results reflect the poor performance of the June quarter. Net profits for 1HFY04 have been propped up due to the effect of higher other income.

Geometric Software: Moderate Performance

May 6, 2003

Geometric on a standalone basis has posted a strong 50% rise in profits sequentially, but has taken a marginal hit of 2% on its revenues for 4QFY03 sequentially. The reason for the decline was that several customers delayed large orders through the last two quarters, and war jitters resulted in weakness in the manufacturing sector, globally. However, despite a rising rupee, the company saw its revenues grow by 3% and profits by 5% for the year ended March 2003.

Software: Reality bites

Apr 23, 2003

The Indian IT industry is in for a re-alignment with reality. Long out of the phase of exorbitantly high rates of growth, the tech story seems to be settling down to a more realistic theme in the minds of the investors. At a time when the biggies like Infosys and Wipro have projected their growth at realistic levels, even the industry association, NASSCOM, has toned down its forecasts relating to growth for the industry. Of late, the feeling of conservatism and caution is taking its roots in the

"My goal is to make Geometric a US$ 100 m corporation"

Mar 31, 2003

In an interview with Equitymaster, Mr. Parpia shares with us Geometric's business strategy and growth avenues going forward.

Geometric: Inorganic growth

Jul 11, 2002

Geometric has posted a strong sequential (QoQ) growth of 6% in consolidated revenues for 1QFY03. The net profits have, however, declined 12% compared to 4QFY02. This is due to a significant decline in other income. On a YoY basis, the numbers look impressive. The topline growth is 47% and the bottomline growth is 45%.

Geometric: Good show

Apr 25, 2002

Geometric (standalone) posted a moderate 4% growth in revenues and a 7% rise in bottomline for 4QFY02. Thus, the company clocked a 37% topline growth and a jump of 42% for the full year ended March 2002. The numbers are in line with the guidance given by the management earlier.

Rolta: Improving margins

Apr 1, 2002

Rolta, the CAD/CAM services and solutions provider closed its FY02 (year ending December 31st 2001) with a healthy 19% growth in topline. The net profits for the year grew by 16%. The highlight of the performance is the fact that Rolta managed to improve its operating margins from 54% to 57%, despite the fact that the fiscal was one of the toughest for software companies.

Geometric: Right moves

Mar 2, 2002

From of low of Rs 52 post September 11, Geometric Software’s stock price has gone up to Rs 338 at close on the 1st of March 2002. A mind boggling 550%. However, far more exciting thing about Geometric is its business model. It is a software company with a difference because it has chosen to address information technology needs of the manufacturing industry. The company provides software components, solutions and services to the mechanical design and manufacturing markets. Geometric has dared to

Software: Collaborative engineering

Mar 2, 2002

The rate at which things have changed in past few years is overwhelming. Just imagine the difference between the way you used to bank two years ago and today. To survive organisations have to be very agile and respond to the rapidly changing environment. Speed is the key element for success. And to act swiftly, real time information is needed and that is where information technology comes in.

Geometric: Gets better

Jan 18, 2002

Geometric has posted a strong 8% sequential growth in revenues and an even steeper 15% rise in bottomline. On a YoY basis the company’s topline has grown by 43%, while net profits have grown by 120%. The sharp improvement in bottomline is due to the fact that the company’s operating margins have improved sharply and net profits have grown from a very small base of Rs 16 m.

Geometric: Winter betrothal

Nov 27, 2001

All of a sudden there seems to be a flurry of partnerships in the technology sector, after things being rather dull for a considerable period of time. Recently, CSC entered into an alliance with Satyam and now, Wipro has announced a tie up with Geometric Software.


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