Nesco

Hi ,

I started covering this company recently and have a few queries. I can see a number of investors in the thread who have been covering this name since long and their inputs would be highly valuable for me.

  1. Just wanted to understand the utilisation of their current operational towers: Tower 3 and Tower 4. In their recent ppt, they have mentioned peak revenue potential of Rs 315 cr for both the towers and this figure is way higher than the FY20 revenues of Rs 214 cr for both the towers. Does that mean that a significant part of the towers is still not leased? or am I missing some key detail here?
  2. When can we expect the Tower 2 & Hotel to become operational?
  3. How fast is the rampup for the new tower? What time does it normally take to reach say 70-80% utilisation.?
    Thanks