Stockrabit · Analysts
Questions across 2 calls

Ajay Surya

Niveshaay

Zen Technologies Limited

Zen Technologies Limited CC-Mar25.pdf · 2025-05-19
Sir, thank you for the opportunity. Sir, looking at the recent war, the necessity along with the opportunity size for anti -drone is quite big and important. But Sir, if you can break the opportunity size and share more details, because even under the anti-drone, there are several type of components and based on the requirement of Indian Army, maybe like the radar, sensors, jamming, hard kill, command control, etc. So, I wanted to understand if you can break the opportunity side and does the Indian Army give order as a single segment order or a multiple segment order? Like maybe they require just a jamming anti -drone so they will give an order to a player like someone like us or do they want jamming plus hard kill? So is it a multiple segment order? So, if you can also share details on how does the order cycle or order procurement happens?
So Sir, based on this, the bigger opportunity lies in maybe the hard kill and command control is my understanding, right? And this is the area which Zen is dominant and want to focus going ahead.

Acutaas Chemicals Limited