I think everything is nicely poised for Indus, viz. 5G, recent actions of Govt, and the indispensable nature of the telecom services in our lives , etc. except for the concerns around Vodafone’s possible bankruptcy, of course a very big issue, Voda being a big customer. Hence if we can have clear numbers on what exactly the impact of it on both top\bottom lines of Indus, then we can easily decide on if it’s a good investment bet\avoid. I tried to get some clues on this front by browsing through con call transcripts but in vain…any inputs on this front would be of great help in evaluating it further.
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