My limited understanding on this piece is that the no of players currently there the execution was challenging as the execution is not in isolation but it is a function of everyone who has got a contract completes on time.
With the new players coming in the market will grow . The tenders also will be 5000 kms which requires quicker execution .
Mostly when a few players enter a new industry market develops.
Disc - Invested since last 1 year positively biased. Added recently