I was a part of the concall yesterday. What is interesting is that Collect (now Suptech) we believe is low TAM, but is actually a very high potential business. It wont have the stability of revenues as the others, but its reasonably long term – i.e. the big South Africa contract is going on since Q2 and is still only half done. The management gave a good rationale for the renaming of these divisions and encouraged searching for the TAMs of the different divisions as per the new names so it is easier to estimate market size now.
Overall, hopefully a long way to go! Happy Diwali everyone.
Disclosure : Continue to be fully invested, biased
| Subscribe To Our Free Newsletter |
