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Arpit Kapoor

Ashmore Investment LLP
TEJASNET

Tejas Networks Limited

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Tejas Networks Limited CC-Sep23.pdf
20 Oct 2023
Open call
  1. Thanks Anand and Arnob and congrats on numbers on the topline specifically but just continuing with Nitin’s question the last one on the gross margin bit at least in the near term so given that a lot of chip shortage which was probably impacting in the last 18 months that has been addressed but given the order book that we have which we need to execute in the near term how comfortable are we would be in a position…

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  2. Related to this is some of the incentives that the government of India had given on the PLI front so would that have any impact on the numbers so let us say what we would have produced l ast year and what we would be producing this year in the next so would part of our business qualify for some of those incentives and how would you want to account that?

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  3. Last one slightly on the medium term so as Anand said to the fact that we also want to build a big export order book so how should one look at it on the medium term in terms of the margin profile for the company so would you want to be someone like some other telecom equipment manufacturers which have been there listed across other geographies or how to look about how to look at the margin profile let us say 3 years…

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