The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Couple of quick questions, sir. Firstly, I just wanted to understand your vision. We have launched 2 products in this quarter. So 2 quick questions
on that. Are these -- first -- or are we first or second supplier of this product or third or fourth supplier? And what could be the revenue potential if
you can quantify? So this is my first question, sir.
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Perfect sir. Secondly, on the balance sheet side, sir, if I look at our overall working capital days, especially on the data as it has gone down. So just
wondering, is it because of the product mix? Or are we taking some serious steps to improve it or should it maintain going forward?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. Any number or target you have in mind to bring it to a certain level?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: And that's just check-in terms of our capital deployment to our CRAMS and Spectrum business as per my understanding, a record of we have spent
so far around INR 200 crores which we have capitalized on CRAMS and a similar figure for the spectrum, these numbers are correct? Or if you can
share how much we are expanding both the division?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: What we have already done.
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: I just trying to understand how much so far we have spent to CRAMS broadly would have been around INR 200 crores. Are this figure, correct, sir?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay, okay. And in terms of revenue potential, should we just multiply it by 2, 2.5x of asset turnover? Or is there something else to read it?
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