Some capability points
Focus was empaneled with ICF (Integrated coach factory) for LED supplies per mgmt as development source, here is the certificate
here is the list of both approved and dev sources for same product category from https://icf.indianrailways.gov.in/uploads/ICF%20ELECTRICAL%20VENDOR%20LIST%20VER-14.pdf (there would be revision of this doc as focus was added in october and this list is from April – point here was capability side)
and here is the screenshot for focus
If we see both doc – focus is across all categories – A.B,C,D – where as we can see some known names like Syska, Philips, Kilite are supplying only subset of these categories.
Also for Klite (comparable peer in thread) has external driver per screenshot, where as focus has its internal driver
these are cursory findings and sizable revenue kicks in from railways once they are upgraded from Dev to approved source (due in may 23 per last con call) – it does provide us with validation of mgmt claim + tech capabilities. It also tells that there is competition warming up given lot of names in Dev category.
Folks with better understanding of ICF LED categories and vendor shortlisting criterion know how can further enlighten rest of us , or something we can ask mgmt during upcoming concall.
some more stuff on categories – D seems difficult and Focus seems only among few – high level observation
D : Invested
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