It said "Transformation is in our DNA"

So is it really a GEM 💎which can be market leader in New Digitally Transformed World?🧐

Let's deep dive its transformation journey, current biz. portfolio & future prospect.

Here we start this LONG #Thread..


Evolution & Journey so far.

#DoYouKnow: The business was founded as Videsh Sanchar Nigam Limited (VSNL) in 1986. VSNL is credited to have brought the internet into the country.

Current Biz. portfolio can be clubbed in 3 large bucket
1⃣ Data
➖Core Connectivity & Next-Gen Connectivity
➖Collaborations and Connected Services
➖Cloud, Edge and Security
➖Media Services
2⃣Voice Services
➖Other subsidiaries


More insight on Data biz., which contribute ~75% of total revenue (voice contribute ~15%, others ~10%).

📈Data Business seeing consistent strong growth with margin expansion 🚀
📉Voice business is declining in-line with industry and technology trends


Within Data Biz., we will study 4 key pillars, which can lead to biz. transformation & significantly contribute to revenue growth:

⭐️Next-Gen Connectivity
⭐️Collaboration-UCaaS & CPaaS
⭐️Cloud, Security & SD-WAN
⭐️Connected Services-MOVE & IoT

A Transformational shift from:
Core Connectivity⏩⏩ NEXT-GEN Connectivity

Next-Gen Connectivity:
⚡️Single Point of contact to manage & provision a variety of connectivity solutions across the globe
⚡️On-demand connectivity solutions addressing dynamic requirements of cust.
⚡️Integrated WAN management with hybrid connectivity

2nd pillar (Collaboration):

The communications services industry has gone through multiple phases of evolution over the last decade & now stands at a point where hybrid models coming up to provide customizable plug & play solutions for every org. needs.



Now, let's understand UCaaS & CPaaS.

UCaaS (Unified Communications as a Service) is a cloud based enterprise communication platform supported by telephony, meetings, messages, mobility & communication enabled features


"UC" integrates many communications (phone, chat, video conferencing) & provides ways to interact across diff. channels

“aaS” is a delivery model for cloud service & software. Unlike Software as a Service (SaaS), UCaaS is exclusive to communication tools & APIs.

UCaaS advantages:
1. Lower cost than an on-premises PBX
2. Superior employee mobility
3. Enhanced team collaboration
4. Greater reliability and scalability
5. Higher overall productivity
6. Consolidated tech stack

Huge Potential:
The unified communications market has grown at 25% CAGR. Some analysts expect the UCaaS market to surge past $100 billion by 2024, often at the downfall of on-premises phone systems.

#tatacommunications addressable market $44B by 2024 (CAGR~14%)

CPaaS = Communications Platform as a Service

It is Cloud based platform for omni-channel communications on the software layer which can be accessed via APIs along with developer integration to build custom services as per the needs (configurable).

Src: NextivaBlog

CPaaS functions:
- Outbound voice calls
- Inbound call routing
- WebRTC-based calling
- Text messages (SMS)
- On-demand SIP trunking
- Multimedia and video messaging
- Social media messaging (such as WhatsApp)
- Number masking (proxy)

CPaaS use cases:
- Appointment confirmations & reminders, order confirmations & delivery tracking information
- Fraud and abuse mitigation (OTP, 2FA etc.)
- Privacy-focused messaging (policy renewals etc.)
- Scalable voice and messaging
- Automated customer interactions
#TataCommunications addressable CPaaS market is ~$44B by 2024 (CAGR~14%). Though yet to fully launch.

Key Competitors: Route Mobile, Gupshup etc.

But attached is Q2FY22 con-call snippet about advantage it will have wrt competitors.

3rd Piller i.e. "Cloud, Security & SD-WAN"

Its 'IZO Cloud' platform & services help to build an agile IT ecosystem with hybrid multi-cloud environments, security and network.

It is expected that CLOUD AND HOSTING (INDIA) market size will ~$6.8B by 2024 (CAGR: 24%)


So last post was assuming we all know basic of basic of Cloud, its evolution and models i.e. IaaS, PaaS, SaaS ......and XaaS (Everything as a Service).

Next comes in this 3rd Piller is 'Security'. And we know very importance of robust security system in Digital Transformation.

We heard many times about leakage of private data, attack/hacking of website/cloud etc.

Infact with time, security system also evolved manifold.

Tata Communications' Manage Security System (MSS) - Delivering Connected Security from Cloud to Edge

MSS (Focus Market) size is expected to grow ~$15.5 B by 2024 (i.e. CAGR of ~8%) and present good opportunity for Tata Communications to not only increase the market size but also bundling of products portfolio.

Infact the world of MSS is changing rapidly, expanding with Managed Detection and Response (MDR) services

MDR, a combination of technology & human res. includes Artificial Intelligence (AI), Machine learning (ML), behavioral analytics, Reactive to Proactive protection etc

AI and ML are critical areas of growth for next-generation MSSPs.

-The first reason is that threat actors are actively leveraging AI and ML to target organizations and find massive data sets of personally identifiable information (PII).

-Secondly, without real-time security analytics and management through the use of AI and ML, organizations are unable to obtain contextual, meaningful insights in their security posture as they grapple with an ever-increasing volume of alerts.

So, AI & ML help accelerate response, reducing the time it takes to complete an investigation from days to just a few minutes.
AI & ML-powered detection & response can leverage data & insights from previous attacks to help identify similar characteristics in new threats.

And how #TataCommunications taking this challenge? Well by 'managing the complexity and simplifying security' :)

Attached is reply from Investor con-call, Jun-2021.

Will now move to last part of this 3rd Piller i.e. SD-WAN.

So again, let's understand the WAN & SD-WAN concept briefly.

In its simplest form, a wide-area network (WAN) is a collection of local-area networks (LANs) or other networks that communicate with one another.

A WAN is essentially a network of networks, with the Internet the world's largest WAN.

Today, there are several types of WANs, built for a variety of use cases like from emails and conference calls to data sharing and dedicated server networks etc.

As WANs are so expansive, modern organizations have been eager for a more optimized version of a WAN connection.

So improved version of WAN is SD-WAN (Software-Defined WAN).

SD-WAN) is an approach for making WAN architectures easier to deploy, operate, and manage.

SD-WANs have a software overlay for connection provisioning & management. This software contains all the connection, security and network info. It increases data-transfer efficiencies across a WAN by moving traffic to lower-cost network links (dynamically managing traffic)

So what #TataCommunications is doing in SD-WAN?

As, global network service provider, it has edge & strength in this. They pushing the SD-WAN plus security narrative in the market.

Market size of SD-WAN is expected to reach to $8B by 2024 from $1B in 2020 i.e. CAGR of ~65% ! 🚀🚀

So HUGE potential for significant growth for #TataCommunications as they have strong capabilities to capture & expand this area.

Now will study the 4th & last Pillar, i.e. "Connected Services-MOVE & IoT"

Remember the Pillars na? 😆😉

Hope you are taking interest, enjoying and learning few new concepts 😍😎

Anyway in case you missed, here is tweet for ref.:

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More from @SampalikCapital

11 Dec 21
#mirza #International

So, finally MIRZA has outlined the scheme of demerger of its biz. verticals in to 'Redtape' & 'Mirza'.

In this #Thread 🧵we will share:
1. About Mirza Int.
2. Merger/De-merger proposal
3. Redtape-valuation & comparison w/ peer

Let's start

⭐️Founded in 1979, Mirza is India’s leading leather footwear manufacturer
⭐️ It is preferred supplier of leather footwear to international brands.
⭐️One of the largest Indian suppliers of finished leather to overseas markets.
⭐️Own 'Red Tape' brand

Mirza has integrated operation through vast infra:

Raw materials from their own tannery ➡️Inhouse design ➡️Manufacturing the footwear in-house ➡️Brands are marketed through a pan-India network of company-owned outlets/E-comm.

#investing #stockmarkets #stocks
Read 8 tweets
28 Nov 21
Among many #fintech #stocks, we studied and feel #UGroCapital can surprise many in coming years.

Why? Will try to cover their biz. transformation, strategy, financials and future prospect in below #Thread 🧵

Do read and let us know you view😊

Here we start..

⭐️Incorporated in 1994 as Chokhani Securities Private Limited then later become public and listed at BSE in 2003
⭐️Earlier mainly focused on securities biz., then tried for other biz. like merchant banker, exp. to Info.& Tech. etc. But without any big success.
⭐️Its transformation journey start from 2017 when current CMD (Mr. Shachindra Nath) took-over & renamed it to 'U GRO Capital'.
⭐️This followed stopping all previous biz and re-capitalization & rebranding with a Tech-enabled MSME Lending Biz. model.
Read 11 tweets

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