SIS Q4 Review - Mixed Performance With Improving Growth Prospects In India Business: Yes Securities

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A security camera installed at a high rise building. (Photo: Enrique Alarcon/Source: Unsplash)

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Yes Securities Research Report

Overall, Security and Intelligence Services Ltd. reported mixed performance for the quarter. While revenue for the quarter was inline, Ebitda margin was below estimates.

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The growth trajectory remains intact as March 2022 revenue run rate was almost 31% more than March-20 level.

The growth will be fueled by rising penetration of security and facility management business in India and the shift of market share from unorganised to organised players.

The business performance remains resilient even during economic downcycles. Also, the vendor consolidation would benefit large players such as SIS.

Recovery in security and facilities management business in India provides strong revenue growth visibility. The Ebitda margin profile should improve going ahead led by normalisation of business environment.

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We estimate revenue compound annual growth rate of 15.8% over FY22‐FY24E, with average Ebit margin of 4.4%.

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