Several recent messages are discussing concerns about the quality of Tejas Networks’ products. While this is valuable insight, as investors, the key question isn’t just about quality—it’s about whether there’s a significant market for their offerings.
A company producing Maruti 800 might be a better investment than one making cutting-edge autonomous cars if the former has good enough addressable market and more scalable demand.
I admit my understanding of the tech side here is limited, but it would be incredibly helpful if experts here could shed light on the Total Addressable Market (TAM) for Tejas. Specifically, how big is the opportunity in their target sectors, and how competitive are they in tapping into it? This kind of analysis can complement the discussion around product quality and give us a clearer picture as investors.