while company has delivered a fantastic Q4 and FY 23 - story might be just starting
Here is the relevant snippet from last AGM on SDR capability and pricing (that time they had partner and had to import) -
Order size as posted in rfp link by vivek is 7X+ from the last order size - possibly this could be the large bid that Mr Abburi has mentioned in AGM per above screenshot -
FY 24 could have lot of additional triggers for company in terms of recently announced large capex( accruals based), mega orders like above if won(given mandated local content reqmt in tender Avantel will likely have a lion share) and can take co to different orbit, medical equipment subsidiary ramp up etc.
comments from folks tracking co and those who attended AGM can throw further insights
D : Invested
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