The report said that the total spend by corporates on private wireless networks will reach $240 million by 2027. It says that the Indian market is evolving, with future enterprise business generating 40 per cent of total 5G revenues. India will in 2027 have more than 2,400 sites for private wireless networks, the bulk of which will be on 5G.
India has cleared a proposal permitting companies to set up their own private networks and acquire spectrum directly. The policy’s details, opposed by telecom companies, are still to be framed by regulator TRAI and the government.
enterprise business using private 5g network will be 40% of the pie. It will be a big business going ahead for 5g use case hence telecom operators reliance and airtel r opposing giving spectrum to anyone for private network. Many companies have applied to get 5g spectrum to launch private network infra to sell to enterprise and Tejas is also one of them.
private 5g network is completely new industry which is going to open up due to 5G and will be backbone for numerous industries digital transformation.
According to reports, firms such as Tata Communications, Tata Power and Tejas Networks have applied to the DoT for direct allocation of spectrum. The report contains the DoT’s decision on this matter.
please look into the below link to know more about this
He said the direct-to-mobile (D2M) technology allowed broadcast of video and other multimedia content directly to mobile phones, without active internet connection. This tech is patented by Saankhya.
India’s telecom exports have grown by 77.3% YoY to reach US$ 8.6 billion in the period April-December, 2022-23, contributing 2.5% share in India’s total exports.
“The goal is clear. We want to be one of the top five players in the $200 billion global telecom gear market over the next five years.”
We all make calls, surf the internet, download videos and stream music on the go. While most of us are familiar with telecom service providers, such as Jio and Airtel, device makers are the backroom guys. Tools are the backbone that enables communication.
This appliance market is a playground dominated by multinational companies. Within visual distance of the Tata stall at the Mobile Congress, there were two large stalls set up by Nokia and Ericsson. They are the two giants to hold a combined 68% share of India’s telecom and networking products market in 2021-22, according to Frost & Sullivan. Tata Group now wants to disrupt this market and compete fiercely with them.
Though these snippets and articles are great to read - the gung-ho write ups are generally sponsored, hence one would be well advised to take the numbers quoted in terms of expected growth with a dose of skepticism.
As is usual the article keeps quoting ‘executive who doesnt want to be named’ - and ‘an (Ahmedbad) analyst’ - like that ‘Tower Talk’ social media forwards.
The stock has indeed run up from mid 30s (yes Thirties), till here - when the market ‘knew’ Tatas were investing; which was only made public when the price was at 180s ! So much for the all knowing market and inside information.
One can notice the huge volume of sellers around 800 mark. Investors going forward should feel comfortable of lesser MoS from here onward.
Not exactly true, please… Tejas was always known since over a decade (even when it was unlisted) as one of the most promising, innovative small company with its own patents/IP … After listing, its price at one time even touched 430+ in 2018…It was always debt-free, dividend-paying and with significant cash reserve… 2 years of underperformance resulted in grinding fall of stock price to around 90-100 rupees even before covid and covid market mayhem pushed this to 30s, and post-covid runup took it back to 180. There was no clue of any tata takeover till then. Once Tatas decided to take over, the price zoomed and rightly so. This is a major inflexion point as it resulted in structural change in the future outlook of the company - in terms access to markets, scale, tata ecosystem to tap for R&D etc etc. Yes, the performance in terms of numbers is yet to show but i think its just a matter of time.
India’s C-DoT and a TCS-led consortium have jointly developed indigenous 4G and 5G network technologies in the country. The technology here has been developed at a fraction of what global telecom gear makers have invested to develop the same technology.
{Have been invested for a while - been through thick and thin on Tejas NW}
Sometimes I question, why is/was BSNL so reluctant to use TCS-TejNW consortium for implementing this home grown stack? What is that they fear? Is this in any way inferior to say Jio or Airtel setup?
If anyone has technical highlights to throw light upon, kindly do.
Now it seems execution is the key. The management has been zealous in projecting growth, but for some reason or another failed to step up to the plate. [Do understand, they are the ones doing the hardwork and it is easy as a commentator to just muse]. But am hoping for a difference.
Decision making in Govt Companies is tedious and also time consuming. Especially when multiple clearances are involved. Also the big foreign companies try to get the business.
This is the main reason.
However the product quality developed by TCS / Tejas/ CDot is said to be extremely good and that’s the reason even 18 countries including US have shown interest.
Further the deployment for BSNL also requires the tower infrastructure which is also taking time and the area covered as well as the number of connections of BSNL are huge / vast.
the implementation has started and hopefully completed shortly.
In conversation with @CDOT_India CEO Rajkumar Upadhyay @rkupadhyay
“For India, the returns are going to be at least 10 times once vendors like #TCS and #TejasNetworks, along with C-DOT, start exporting the 4G-5G stack solutions”
Yet another dismal quarter for Tejas as it’s still continues to be loss making. Still don’t know when the high cost inventories will be cleared/price hike will be passed on to customers…
Disc: holding from lower levels
Tejas has everything what a great company needs. Strong R&D team, abundant cash, great products, Backing of TATA’s. I believe the Management was somewhere not up to the mark. But i believe with change of top gun , the wind is going to be on the tail.
Disc : Invested since long time
