This is like sub-sub segment of the whole electronics/EMS sector/theme. I think the current size of the market (what robu caters to) is smallish compared to what might be the market size in the electronics/EMS component buying space. The large EMS players might be buying lot of components directly from Chinese players/vendors. I don’t think that kind of sourcing will ever shift to robu kind of players. It’s the student, small startup, small volume govt institutions kind of players who will be customers of robu kind of players. That too is a growing space along with the broad sector. No, idea how big is the market consisting of offline only small players. Hope macfos can grow to 500cr revenue and 50 cr. kind of PAT in 4-5 years. That’s the bet here, in absence of growth all bets are off. No amount of theorizing can help.
| Subscribe To Our Free Newsletter |
