Tecsys Inc T.TCS

Market Not Expecting Much

[ABP123]

The market clearly isn't expect much from Friday's release.  This will be interesting.

[Possibleidiot01]

One thing I get hung up on.     On November 30, 2023, inancial Guidance: Tecsys is updating financial guidance as follows:   Current Previous Reiterate   FY24 Guidance FY24 Guidance FY25 Guidance

[ABP123]

Someone might ask that question at the C Call.  I can only assume the increase EBITDA margin will come from the effiiency created by staff cuts and an increasing contribution from higher margin SaaS Revenue.  It looks as if they sucked all the severnce cost into Q4.  I also guess the slower growth rate reflects a continued decrease is services revenue.   Looking forward

[ABP123]

Assuming an 8% growth rate (Midpoint of guidance) and a 8.5% margin (Midpoint of guidance) they should end up with an EBITDA of 15.71 Million in FY 25.  If my math is correct.