External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>We attended Saregama’s analyst meet (as part of RPSG investor day) where the management reiterated its revenue guidance (excluding Carvaan) of 25- 26% over the next 3 years.</li><li>The core music licensing should log 23% CAGR with improvement in margins on account of leadership and scale benefits.</li><li>This will be supported by steady catalog growth and investment of Rs1bn in new content, which also ensures that the company remains relevant over the long term.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We attended Saregama’s analyst meet (as part of RPSG investor day) where the management reiterated its revenue guidance (excluding Carvaan) of 25- 26% over the next 3 years.The core music licensing should log 23% CAGR with improvement in margins on account of leadership and scale benefits.This will be supported by steady catalog growth and investment of Rs1bn in new content, which also ensures that the company remains relevant over the long term.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Saregama India - Preparing for the Long Haul

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

<p>Revenues were up ~37% YoY to Rs 105 crore, on a benign base (~39% decline in Q1FY21) with growth led by the music segment, which was up 32% YoY. Carvaan sales volumes were up ~200% YoY (down 59% QoQ) to...</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Revenues were up ~37% YoY to Rs 105 crore, on a benign base (~39% decline in Q1FY21) with growth led by the music segment, which was up 32% YoY. Carvaan sales volumes were up ~200% YoY (down 59% QoQ) to...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Saregama India: Robust Performance; Valuations Full After Run-Up

India

Saregama India Limited is India's oldest music record label and a diversified content powerhouse. The company primarily operates in music publishing, film production through Yoodlee Films, and the creation of multi-language television content. Saregama also manufactures and sells Carvaan, a portable digital music player pre-loaded with classic Indian music. It was founded in 1901 and is headquartered in Kolkata, West Bengal, India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Saregama India (SARE IN)

Saregama India - Preparing for the Long Haul

We attended Saregama’s analyst meet (as part of RPSG investor day) where the management reiterated its revenue guidance (excluding Carvaan) of 25-...

Emkay

Saregama India: Robust Performance; Valuations Full After Run-Up

Revenues were up ~37% YoY to Rs 105 crore, on a benign base (~39% decline in Q1FY21) with growth led by the music segment, which was up 32% YoY....

ICICI Securities Limited

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)