Anand Athreya earnings call questions

Tejas Networks Limited CC-Dec23.pdf · 2024-01-19

Hi, Mukul. So yes, it is actually a timing mismatch. We are making the necessary investments to build the team out. I'm sure you know this -- so it takes time for that to materialize. There's a lot of activity and proof of concepts and customer interest that's happening in Americas, in particular. So we hope those will start bearing fruit in the coming quarters.

So maybe I can take this. So as Arnob said, this is going to take time, that's number one. The second thing is, I think we have to get to a point where there is a reasonable sized rollout in BSNL because everybody is watching. We are doing it for the first time here. So I think when that happens, then I think people will be more interested in doing proof-of-concept trials and all other good stuff. So again, our focus is going to be twofold. One is developing countries, and there has been a lots of them in Africa, in Southeast Asia and other places. But also in developed countries, where there are rip-and-replace programs where we will definitely have an opportunity to participate. But I think net net takeaway is everybody is going to be watching this. And when we pull this off, then I think the doors will open up.