I don’t know, it may be just a investor meeting they have a call option on the screener I thought it was for concall my bad
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CEO interview.
This is on TARC. Not Anant raj.
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Thanks for sharing. From their AR and this, looks the Co is planning to go heavy on cloud which has 4-5X more potential than co-location (see table below) . Anyone from a tech background here - Can you shed light on how they stack up against hyperscalers? Is this the right capital allocation? Likes of AWS, etc are far ahead in the game offering entire spectrum and using AI; whereas Anant Raj is a late entrant. From my research, I understand that Anant Cloud is compliant with Indian regulations/privacy norms. Trying to understand why would someone opt for Anant cloud over the hyperscalers? Thanks in advance
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Real Estate entity going into Cloud serivces , in my opinion management bandwidth is a serious problem.
Disclosure: Invested 2 years back and exited recently.
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Anyone planning to attend the investor meet?
Can the updates please be shared here as I dont think we will get transcripts since this isnt concall
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