Thank you @siddybee for typing these answers . Overall, I have to say that I was quite pleased with the concall.
I am very excited about answer number 5. Electrolyzers, given the way the world is evolving, are going to be a big deal. At this stage, I believe only one company manufactures electrolyzers at scale in this country. There is a lot of talk among other players, but no one else has started mass manufacturing them, to my knowledge (please correct me if I am wrong).
MTAR has proven that they can batch manufacture electrolyzers for Bloom Energy. So, contingent on Bloom Energy getting orders for these devices, I expect that the transition to mass manufacturing on MTAR’s end should be fairly smooth.
I agree with @murali603 that there will be some contribution from this vertical in FY24-25, and I also appreciate that management is being very conservative with guidance this time around. Personally, I hope that we have a hockey stick growth moment late in FY24-25 over here, but that’s just me being bullish.
Disclosure of holding: I started buying MTAR Technologies in August 2022, at a price of ₹1422. My cost basis has moved up to ₹1555. I have a fairly concentrated portfolio, and do not hold more than 10 companies at any given time.
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