Q3-FY26 · Tushar Sha
In this industry, the best beauty is you can have an opportunity which gets delayed—it cannot get cancelled. So opportunity which we were thinking of rolling out this 5,000, 7,000, 10,000 sites in FY26 has got delayed to FY27.
SUYOG / language trends
Read confidence between the lines.
Suyog Telematics · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Tushar Sha
We are taking a very judicious call that we don't want to go overboard on BSNL where my BSNL receivables or my BSNL revenue share is higher than private operator because we always know that there would be delay in payment.
Q3-FY26 · Tushar Sha
We don't under commit we overcommit—[sic] we clearly communicate what we receive from operator. So that's the reason we have been declaring from past three quarters because the figure which we get from operator we transfer share with the investor.