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00:00 Talk about an interesting announcement that we saw, a quick conversation with Mr. Shiv
00:05 Shankar Lathure.
00:06 He is Managing Director at Suyog Telematics.
00:09 What they have gotten or what they have announced to the exchanges yesterday, Suyog, is that
00:14 they have entered into an arrangement with BSNL for rollout of new sites across India
00:19 including Mumbai and the Delhi circles and 15 sites if I am not wrong.
00:22 Mr. Lathure, I hope I am pronouncing your name correctly sir.
00:25 Thank you so much for taking the time out.
00:26 Good morning.
00:27 Can you tell us what does Suyog do and what is the nature of this announcement, rollout
00:34 of 15 new sites?
00:37 No.
00:38 I am disconnecting.
00:41 Hello, Mr. Lathure.
00:44 Can you hear me?
00:46 I am listening now.
00:48 Shiv Shankar, please tell us what does Suyog Telematics do and the announcement that you
00:54 are going to roll out 10 or 15 sites with BSNL.
00:58 What is the nature of that?
01:00 No sir.
01:01 It is not 10 or 15.
01:02 It is a 10 year and 15 year period.
01:04 Okay.
01:05 First of all.
01:06 Okay.
01:07 Yes.
01:08 Sir, Suyog Telematics is an infrastructure company.
01:11 Okay.
01:12 Infrastructure company like Indus, ATC, like that infrastructure service provider I am.
01:21 All India present.
01:25 And the agreement that we have now, Suyog was born as an EPC contractor as a BSNL.
01:32 We have done 15 meter to 100 meter height tower for BSNL from 1995 to 2005.
01:41 Now in the same rollout IP model, we have made this announcement for BSNL.
01:49 Our agreement with BSNL has been done in Delhi headquarters.
01:54 Now in this, we are planning a rollout of 2000 in all India.
02:01 For 2024, 2025 and 2025, 2026.
02:05 We are strong capability to deliver the goods.
02:09 So we are expecting this huge profit margin is also there.
02:14 Okay.
02:15 In BSNL.
02:16 Okay.
02:17 So this system is already existing 5000 sites all over India.
02:21 Right.
02:22 There is a possibility of BSNL coming by doing second tenancy on it.
02:26 Got it.
02:27 Which we have already done in Calcutta, West Bengal and Odisha.
02:32 Already done.
02:33 Got it.
02:34 Sir, Shiv Shankar ji, tell us, how much annual revenues can be in this contract?
02:39 What is the potential of revenues for you as a company?
02:42 Because of this BSNL order.
02:43 Yeah. Yeah. If we do 2000 sites of BSNL, then per month we will have more than 4 crores of monthly revenues.
02:52 Okay. So annually you could clock in about 50 crores of revenues.
02:56 Yes, sir.
02:57 And this will start, will it start from this month?
03:00 In the month of, it will start after July end.
03:03 After July end.
03:04 After Code of Conduct.
03:05 After Code of Conduct.
03:07 So let's assume you will get 8 months of revenue.
03:09 So about 30 odd crores on a revenue base.
03:12 You had done a revenue of 170 crores in FY24.
03:15 In that 30 crores will be added.
03:17 Yes, sir.
03:19 Okay, fine.
03:20 Last question, you told that the profit margin is very strong in this.
03:23 What will be the profit margin in this?
03:25 Now in this, there are two types of margins.
03:27 One is we will put up new sites.
03:29 And second is, if the operator comes on our existing portfolio, then the infrastructure cost will be very less.
03:38 And for new site, by doing a mix combination, our profit margin which is currently running for Suyog,
03:45 will be 65% EBITDA and 30% net profit.
03:49 And the same margin will be there in the new site also, right?
03:52 In the new site also.
03:53 Okay, good.
03:54 Okay, Shiv Shankar ji, all the best to you.
03:56 Thank you so much for taking the time out and being with us and giving us your thoughts.
03:59 Thank you very much.
04:00 [Music]