#Tejas_Networks

Post 5G spectrum auctions, Co expect to see a multi-year capex spend cycle for building both wireline and wireless infrastructure.
Deployments of next-generation radio products, 5G will also require significant increase in cell-site fiberization and augmentation of optical backbone capacities which augur well for the business of #TejasNetworks.
With strong order book of 1158 Crs advance inventory actions, the mgmt of #TejasNetworks expects to see better revenue performance in the coming quarters.
#TejasNetworks continously increasing their R&D n manufacturing investments in #4G and #5G wireless products n are seeing a good pipeline of business building up.
#TejasNetworks is an incumbent supplier to all major telcos in India and expects to see an uptick in FY23 business, based on the company's wins in new applications areas such as FTTX, OTN/DWDM and PTN.
Going forward, with d govt's increasing thrust on use of trusted products in both public n pvt networks, as well as design-led manuf, #Tejas wth world-class,indigenously designed products will hv a great opportunity to play a key role in 'Atmanirbhar Bharat' mission for telecom.
Over last few quarters. #TejasNetworks saw margin pressure due to industry-wide increase in component prices.
#TejasNetworks is engaged in designing, developing and manufacturing products for building high-speed communication networks that carry voice, data and video traffic from fixed line, mobile and broadband networks.

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More from @ParveenBhansali

Aug 26
Satellite Co & broadband services firm #Intelsat had announced the beginning of Intelsat’s #inflight connectivity services in Indian skies thru an agreement with #Tata Group satellite services firm #Nelco_Ltd Image
Intelsat’s airline partners and flyers will enjoy end-to-end broadband coverage on domestic and international aircraft flying to and from an Indian airport as well as the aircraft flying over the country.
India’s domestic airlines is a fast-growing airline market and there is considerable untapped potential for IFC growth.
Read 5 tweets
Aug 25
#DataPatterns to hv 1000 Crs Orders with EBITDA margin of 40%+

In anticipation of Contracts Co is expecting n going ahead for future, Co is:

a)Putting large infrastructure for system integration

b)Doubling Production Capacity for manufacturing Electronics, Assembly n Testing
#DataPatterns recently reported strong Q1, however big highlight is the doubling of order book to more than Rs1000cr. This gives strong visibility and the runway for growth is becoming longer and longer.
#DataPatterns maintaining revenues growth of 25-30% YoY.
Read 5 tweets
Jun 12
#TataElxsi is now on the way to become TCS of ER&D stocks as last 7 quarters Co hv been consistently growing sequentially.

Compared to the last financial yearr, Co is starting with a much healthier order book this financial year.
Last quarter’s attrition no's were better than the overall industry.

Attrition has been a reality
for the last 30 years since Co's have been in existence. It has peaked at certain times, and it has dropped at certain times.
Fixed price project which is 54% of the total delivery is helping Co in terms of the bottom line as they are
able to execute and perfectly deliver those projects on time. It is also helping Co in terms of
realizing better rates.
Read 19 tweets
Jun 12
As covid breakout news coming in China since few time n after that cases started coming in India as well, i exited EMT along with RateGain for time being few days back..as i feel these stocks likely to underperform n i hv other potential opportunities in my mind
Also if i buys anything its not that buy n sit tight.....i continuously churn based on latest developments happening
In bearish markets i am avoiding high valued PE stocks n churning them into comparatively low valued PE stocks after recent correction
Read 13 tweets
Jun 3
Large deal momentum has become a regular feature at #LTTS

The Airbus deal win came due to the fact that #LTTS is one of the best ER&D firms in the Indian subcontinent. 

#LTTS receives such accolades these days coz it has developed strong domain knowledge in ER&D.
Given the pickup in large deal wins especially in EACV segment in FY22 and an all-time large deal pipeline, #LTTS FY23 dollar revenue growth guidance of 13.5-15.5 per cent Y-o-Y appears to be conservative.
#LTTS is largest pureplay ER&D firm from India and they have it in them to make it to the top five global ER&D technology companies

#LTTS currently in top 10 global ER&D firms have set a plan to get to the global top five firms.
Read 9 tweets
Jan 29
#LTTS management on Co's performance visibility ahead after Q3:

Company continue to see double-digit growth in the next 3-5 years on the rising penetration of ER&D services n higher spending on digital engineering.

Digital Engineering revenues were 56% in Q3 versus 55% in Q2.
Deal pipeline continues to see healthy addition and the demand outlook in US and Europe remains strong.

#LTTS will continue to invest in their six big bets which will allow them to participate significantly in customers transformation journey and win large deals.
Client profile, which indicates number of Million dollar plus accounts has shown a sequential improvement in USD30 mn & USD10 mn plus categories. The client profile numbers hv seen an improvement over d past few qtrs n this trend will continue in d coming quarters as per mgmt.
Read 4 tweets

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