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JUST DIAL

JUST DIAL | BSE CODE: 535648 | VOLUME: 1,19,163 | CMP: Rs 1266 | FACE VALUE: Rs 10

Just Dial is a play on India’s fast growing e-commerce space. The company plans to launch Search Plus in the first quarter of FY16 and expects its monetisation to start in the second half. This platform will combine Just Dial’s search services with transaction-based ones such as online food delivery, groceries, wine delivery, doctors’ appointments, taxi bookings and online purchases of electronics, among others. Therefore, company is target to spend Rs 100 crore for mega campaign to popularize the Search Plus business in FY16. Revenues have grown at a healthy 28-30 per cent in the past few quarters, on the back of continued momentum in paid campaigns. Just Dial’s paid campaigns have grown by 24-27 per cent on a year-on-year basis over the past six to seven quarters and will be a key growth driver. It will sustain growth at 25-26 per cent annually over the next two years.

GATI

GATI | BSE CODE: 532345 | VOLUME: 7,54,762 | CMP: Rs 238 | FACE VALUE: Rs 10

Scorching growth in the e-commerce sector has meant fantastic new opportunities for Gati. Its management expects e-commerce business to touch Rs 100 crore in FY15 against Rs 62 crore in FY14 on a YoY basis increase of 60 per cent. Its e-commerce delivery capacity at the time was about 34,000 deliveries a day (above its target of 30,000) and it is looking to touch about 40,000 to 45,000 deliveries every day by the end of FY15. Considering the extraordinary pace of growth in e-commerce, it’s natural that Gati is looking to strengthen delivery capabilities. Gati plans to raise as much as Rs 120 crore for its e-commerce expansion. Recently Gati has chosen IBM Commerce solution to help online retailers meet the rising consumer demand for efficient delivery of products.