Growth and Expansion Plans

1. 5G Infrastructure Development: Suyog Telematics is heavily investing in high-power small cell infrastructure to make urban cities 5G-ready. This infrastructure is critical for enabling faster and more reliable wireless communication.
2. Rural Connectivity: The company plans to extend 5G connectivity to rural areas through RLS sites, ensuring comprehensive coverage and improving network capabilities in less urbanized regions.
3. Fiber Optic Expansion: Enhancing its fiber optic network is a priority to support the accelerated deployment of 5G. Suyog aims to fiberize mobile towers to enhance network speed and reliability.
4. FTTH (Fiber to the Home): Suyog Telematics is rolling out revolutionary FTTH solutions to empower homes with unprecedented 5G speeds, further expanding its service offerings and customer base.
5. Operational Efficiency and Cost-Effectiveness: The company emphasizes sustainable practices, cost-effectiveness, and efficiency in its operations, which are integral to its long-term growth strategy. It focuses on minimizing turnaround times and maximizing profitability by leveraging low Capex requirements and efficient infrastructure sharing models.
6. Government and Strategic Partnerships: The company has secured strategic partnerships and government site agreements, providing stability and growth opportunities. These sites are located in prime and critical locations, offering high demand and minimal risk of termination.
7. Innovation and Sustainability: Suyog is committed to providing environmentally friendly solutions and maintaining a forward-looking vision that incorporates efficiency and sustainable practices.

Through these strategic initiatives, Suyog Telematics aims to maintain its leadership in the telecom infrastructure sector, adapt to evolving market demands, and capitalize on the opportunities presented by the rollout of 5G technology across India

Flipkart started sending messages to high returners that their return is 5x times more than average and their next return will incur 150 as charge. My wife got it and she’s ordering and returning from my account . Some will use loophole but majority will reduce doing returns.

Zomato, blinkit are not in fashion goods so there’s no concept of high return. So they’re better than even Amazon and Flipkart that way. We have to agree to one point that food delivery has become a duopoly though Amazon, ola, Uber, food panda everyone tried their hands on and gave up. With this moat, zomato and swiggy can gradually increase charges and fees just like how ola and uber did once they became duopoly.

Since 9 qtr, they post same revenue ±10%
Since 13 qtr, they post same PAT, ±10%
Price movement bcz of PE re rating…and budget announcement