Please see the context of above post it was 5 G roll-out in India
Airtel already using Tejas products
VI has not announced specific date but they are interested in 5G roll-out and Tejas as a cheaper option (guess only no data on equipment price i have)
Now on your observation
A. Yes international business not scale up in two years but i am convinced reason given
First COVID and followed by chip shortages
B.you are spot-on but BSNL dues are getting cleared every quarter
C.at present i don’t have data to argue
D.on ground numbers are not visible…i think after entry of tata sons the balance sheet got strong due to cash infusion and providing larger vision
Now telecom operators will trust more for there capabilities to serve oder ultimately in one to two years things will change that’s my thesis
I see Tejas journey as first stuck in BSNL receivables COVID followed by chip shortages
And now with TATA 's support on track of real journey
Disclosure invested and biased
Thanks
Always like your pointed questions
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