http://www.sec.gov/Archives/edgar/data/1207074/000095013507002136/b64348vcsv1.htm
Question arises are:
- is it going to be worth investing in it? if so why?
- what is the story you are investing in? what i mostly see is that they want to develop the 6+ acres they have in Hyderabad into a Campus with about $30 mio - what are they going to do in Sri Lanka?
- can they really compete with the big boys?
- can they maintain a 25%+ growth rate?
- at what price are they going to sell a share?
The other gnawing thing I can't seem to get around is - what are they great at? the Indian competitors attract the brightest from IIT and IIM but where does Virtusa recruit from? Is it a great place to work?
Any other thoughts?
2 comments:
I dont have enough knowledge to discuss about investing in shares .
But I do know , its a great company . The company is having good growth percentage year by year in terms of revenue . They pay very well compared to Infosys , TCS , CTS , WIPRO , HCL etc ... They do have people from IIT's IIM .
Their recruitment process is tough . it means only brightest can come in ....
I have been following the ups and downs of this company for a pretty long time, especially right from the time it started its ATC –
Additional Technology Centre as I understand this to be. This ins't a kind of Offshore Development Office but works at par with the other offices. Virtusa doesnot outsource work, but it works on it.
Virtusa has been giving a pretty tough competition to the big players of Indian IT Industry like TCS, CTS, WIPRO, KANBAY and etc etc etc.
Virtusa has a long list of clients right from IBM to BT to HSBC to PEGA... they are spread across various verticals....
Its good time to invest in this company as future holds good for them. They have grown a lot and are expected to grow even more.
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