Redington Limited CC-Mar25.pdf · 2025-05-20
Congratulations to the management team again on a phenomenal set of numbers. Again, credit to where the management has been recasting the ship and the direction in which you are taking the business. So, a couple of questions. So first is, could you just give a broad thought process on the outlook that you expect region - wise and business mix-wise in terms of enterprise as well as mobility for FY ’26? And also, if you could call out that from an OPEX perspective, Krishna sir, ex of these Forex losses that have taken place from FY '24 to FY '25, what has been the OPEX growth at a steady-state level? And also given that we have been sort of shrinking the OPEX cost very mindfully, do we require increased OPEX cost?
And sir, finally, could you just talk about how Saudi is shaping up from a demand perspective? UAE seems to be doing extremely well. So, could you just give some incremental more color of what are, again, you have mentioned earlier in the past that digitization endeavors that Middle East is putting in is driving demand, but anything incrementally you are seeing on the ground in UAE, as well as the outlook on Saudi? And also, sir, in the India front, if you could texturize or granularize the rate of growth that we are seeing and what pockets are you really seeing this growth from?