Thanks for sharing insights on the company. It’s quite concerning that the anti-drone segment is an assemble-in-India play and not IP driven product. I went through con-calls and found out this comment from Ashok Atluri.
“So, we think that we are in a very good space, but we expect competition to come, but how will they really get it even if we developed because it has taken us hell lot of time to develop this product hell lot of expertise.”
I hope you can share more details. If Zen’s anti drone products are just assembled products without any significant IP why did Zen take a lot of time to develop the products?
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