After amazon orders for “Amazon Basics” my thesis is around optinalities wrt Amazon itself. If Calcom does well for Amazon Basics and Amazon willingly goes ahead and bumps up the order the thesis should play out really well.
Also, the next optionalities would be around amazon or other similar e commerce players like flipkart etc would opt in to jump in with such orders. And BLDC plays out is another thesis. The flags are green as of now as they acquired/joined hands for the tech for the same.
Other thesis is the category to expand as this is a major building material space when you can see Real estate boom domestically. Amazon also envisions the same that’s why they started with own brand LEDs etc
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