Sterlite Tech 2020 Annual Report Takeaways!

thumbnail
Reading Time: 3 minutes
20% of all connections will be 5G by 2025. As a investor, are you ready?
  • STL launched end-to-end solutions and delivered value to customer segments globally to firmly solidify its position as a leading integrator of digital networks.
  • Customers –
    • Global telcos: looking at computing at the edge.
    • Cloud companies: looking to advance their data centre hyperscale connectivity
    • Large enterprises:  looking at industrial automation
    • Citizen networks:  making heavy investments in expanding the broadband footprints.
  • Key deals: T-Fiber for rural broadband in Telangana, Telekom Albania digital transformation and multi-million dollar contracts in India, Europe and the Middle East
  • How did they expand the total addressable market? Transformation to the solutions-driven account-based organisation from being an Optical fibre company.
  • Acquisitions:
    • Invested in Cloud and Data Centre technologies with the acquisition of Impact Data Solutions (IDS), a UK-based company that provides the infrastructure for hyperscale data centres.
      •  more than 500 hyperscale data centres in the world and this market is expected to grow at a CAGR of ~24% over the coming five years.
    • Invested in ASOCS Ltd., a pioneer in virtual Radio Access Networks (vRAN) and a provider of fully virtualized base station solutions for enterprises and telco networks.
    •  Partnered with VVDN Technologies Pvt. Ltd. for design and manufacturing ‘Make in India 5G’ solutions, and technology advancements with IIT Chennai.
    • Partnered with VMware, a leading innovator in enterprise software, to deliver 5G Access Solutions for telcos and large enterprise customers.
Also Read on FinMedium:  Update :- Pokarna – Dialwealth
  • Added 93 global patents to its credit, taking the total tally to  358 as of FY20.
  • What has changed?
  • 10000crs+ order book | 50m fkm optical fiber capacity

“In the near future, smart sensors and connected devices will be built into almost everything—appliances, cameras, doors, cars and manufacturing equipment—just to name a few and all will be generating humongous amounts of data.”

  • High-speed broadband networks that enable the rapid exchange of information and knowledge are crucial for economic growth. Makes it inevitable.

“The Internet and data are now so all-pervasive and ubiquitous that it can be safely considered as the fourth utility, alongside water, gas and electricity.”

  • Definitely not short term:
  • The industry is seeing massive FTTH rollout initiatives like OpenReach, City Fibre, Virgin Media Gigabit plan, Open Fibre, Deutsche Telekom Fibre-to-the-Curb (FTTC) rollout plans and others.
  • To showcase the amount of spends. Just Indian Forces:  Total IT/ITES budget annual budget for network modernisation is in the range of 12,000 crs.
  • Addressing the Analyst community:
  • Permanent Employees: 2519, increase in the median remuneration: 9%.
  • KMP own sufficient amount of shares:
  • Total R&D expenditure as a % of total turnover – 2.46%
  • List of subsidiaries: Complex Capital structure
Also Read on FinMedium:  #6 Google-Dunzo Affair: The Conclusion (Part 2 of 2)

Disclaimer

If you are looking for investment advice, click here and we will reach out to you within 24 hours.

The post Sterlite Tech 2020 Annual Report Takeaways! appeared first on JST Investments.

Cover Image: Dalal Street

Source link

Every Wednesday and Saturday, we send Info-Graphic and FinMedium Weekly Digest newsletters to our 25000+ Subscribers.

Join Them Now!

Please Share :)
JST Investments
JST Investments is a Mumbai-based investment firm that believes in long-term wealth creation. It's a brainchild of Aditya Kondawar, Aditya Shah, and Anish Moonka.
Back To Top