Zen Technologies Limited CC-Jun24.pdf · 2024-07-29
Thank you for the opportunity and congratulati ons on the phenomenal results. Also, thank you for a uniquely explosive presentation at the start, which is quite unique because in none of the calls do we have this kind of a direct presentati on that happens on the products. My questions are largely related to the order book. On orde r book, you had indicated to around 1200 to 1300 Crores of order inflow by the third and fourth qua rter this was in the previous earnings call. On completing one quarter after you indicated to this ta rget, is our clarity stronger on we attaining to the target of that 1200 to 1300 Crores?
Okay as a continuation to that and my more important question, based on the huge demand for simulators as well as anti-drone, would it be fair to expect our year-on-year growth in order book for the next three to five years to resemble a linear trajectory of say 300 or 400 Crores incremental or the previous order inflow of the pr evious year or is there an inflection angle and order inflow could have a J curve as you indicated to in your opening remarks to explosion and demand. So broadly some guidance on order inflow over the next three years on an approximate basis because basically this year you have guide d us to 900 Crores. Next year 50% will be 1350 Crores. So based on the orders that come in this year of 1200-1300 Crores additional, we would have leftover orders of about 350 Crores. So then to achieve from 1350 Crores of sales in FY2026 to 2000 Crores, we need a huge order infl ow. So will there be an inflection angle and based on the existing trends that are happening within the company as well as in the ecosystem as such, do we see an inflection in order book by say FY2026?