The results look decent and with price correction in the past few months, it looks like a good price to enter. Any suggestions?

Disclosure: tracking.

excuse me for interrupting.
what went wrong is that they have several segments, previously they were heavily into govt project EPCs, there were 2 projects in particular which had issues from the client side (WIL did their part), which led to funding issues, as these clients didnt pay.
to sustain their operations they needed funds, debt was already fully utilised according to the bank limits, so they went to KKR.
post that covid hit, and what was in the dump, got more deeper in the dump

funding is the key, this industry is pretty capital intensive. they have the knowhow, the tech and the certifications/brand in their space, all they need are funds to support wc.
they have also gotten out of the govt epc space, and will focus only on pvt entities.
now regarding the tailwinds, i am sure you can read them everywhere.
my thought is i see several entities using these keywords like space, aero, defence, but here we have an entity who truly does it.

you need to understand these are temporary things, yes its a bad show from the side of the mgmt, but we as investors cannot have the answer to everything, if we did then WIL wont be at the valuations it is today

fy25 needs to be better, one needs to closely track execution, thats the key to it all.

I think he says about taste in this video… Pls check

Meet an Investor with 18+ yrs experience who retired early #Face2Face | Vineet Bhatia | Vivek Bajaj

Thanks @ashutosh13 for appreaciating. I shall share my portfolio once all the results are out. Most likely by end of this month I shall provide an update.

Hi @LarryWink , in telecom products I am invested in Tejas, HFCL and Frog Cellsat. The margins of all the companies were disapponting topline was ok. I continue to hold and hope for turnaround over the next 2 to 3 quarters.

I have listened to HFCL and Tejas concall. Growth is likely to remain good but margins I am not sure how that will pan out. To understand the sector fervor you can also read the thread I started her : Telecom products – A way to play 5G, IOT, drones, connected cars, smart transport opportunity

Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.

https://www.glassdoor.co.in/Overview/Working-at-Tracxn-EI_IE986542.11,17.htm
https://www.ambitionbox.com/overview/tracxn-overview