Stockrabit · Analysts
Questions across 1 call

Abhay Jain

H em Securities

Zen Technologies Limited

Zen Technologies Limited CC-Dec24.pdf · 2025-02-17
Okay thank you for the opportunity. Ashok ji, like we have been really optimistic about Zen and that is partly because of your optimism about the market. So, considering that there have been really big statements by our Honorable Minister Rajnath Singh about calling 2025 as year of reforms and we have been hearing good things about Defence Acquisition Council as well, DAC as well. But that is not getting realized into orders and this is not about Zen, this is about all other companies as well. There has been a slowdown. So is the opportunity real or how big is it for Zen for the next three to five year horizon? Even if it is getting shifted maybe from one quarter to the other, it is okay, we understand that it might be due to elections and all but is the opportunity really that big? And how much are we trying to achieve out of the total addressable market present for anti -drone simulators both of these businesses combined as on today. And sorry, just one last line that when he talks about year of defence, I mean like year of reforms for defence, he is also indicating about technologically advanced combat ready force. So, they are focusing a lot of technology. I am pretty sure we are, we must be one of the front runners in getting a pie out of that. Is our understanding correct and what are your comments on that? Thank you.
Okay nice to hear that from you.