While reviewing this company, I felt this is like one of the company I worked for in the past and ceased to exist due to merger.
Until early to mid 2000, we had old CMC Ltd in government sector catering to many organisations in Govt and provate . This was disinvestment Candidate under Vajpayee Govt and Tata Sobs acquired a majority stake, later handed over to TCS and over the years merged to TCS.
I think after CMC exited the low OPM Equipment supply, hardware/network customer service and in teens OPM System Integration, no big player went in to this space. (I may be wrong and like to hear views opposing this). Even when cloud infrastructure came In to being, OEM agnostic big players were not there in market due to low OPM business. I feel, DSSL is agressively growing in this space bagging both Govt and private orders . TCS was not keen on thesekind of business from the time Mr. Ramanan came as CEO and later merged it to TCS, delisted the company. Most of the order list you posted and what I see in disclosures looks like what I see in late 90’s for CMC Ltd.
Disc: Invested a small position for learning and tracking as the organisation is growing fast. Still learning.
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