Vendor concentration risk with Samsung
Samsung contributes approximately ₹150-175 crore annually, a significant portion of revenue. Management acknowledged the risk but expressed confidence in diversification ability.
DCI / bear-case history
Track the concerns that keep returning.
Dc Infotech And Communication · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
medium
Geopolitical headwinds in UAE subsidiary
UAE subsidiary's business activity experienced temporary moderation due to geopolitical developments, delaying order conversion despite strong engagement.
Working capital intensity from larger projects
As the company targets larger AI infrastructure projects, working capital requirements increase. Management acknowledged scope for improvement but noted it's a natural outcome.