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.
  • 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

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