THINGS TO TRACK FOR DEEP:
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Prabha Barge contract – When will it be signed? What terms and duration? Will there be delay in signing contract suggesting trouble in finding customer?
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Core business Orderbook growth – Will big orders come in next few qtrs? Or will stagnant growth continue in core business orderbook suggesting slowdown in that segment?
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PEO Contract – Will execution start in time? Will they face technical difficulties as this is a new segment? Will the revenue generation be as guided?
Deep is doing very well and is poised for significant growth in next 2 years. Any additional PEO contract will make the growth even faster. So lets hope the management executes as it has been doing for last couple of years.
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