AcquisitionManagement's thoughtful plan for the GalaxE acquisition is expected to add US revenue, diversify the business, and enhance delivery capabilities in India.
Growth PotentialIssues faced by the company are considered cyclical, with an expected rebound in growth due to digital transformation demand in high growth verticals.
ValuationDAVA's valuation discount is viewed as too wide, particularly as it diversifies its delivery and end-market exposure to reduce concentration risk.