Q1-FY27 · Hari Haran Chalat
The margin this quarter is a function of revenue timing and operating leverage, not of any structural change in the profitability of the business.
ZENTEC / language trends
Read confidence between the lines.
Zen Technologies · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY27 · Ashokuri
The TAM for the product that Zen makes in US itself is about $10 billion... we have very modest ambition that even if we touch $100 million in the third year we should be very happy.
Q1-FY27 · Ashokuri
The issue is not with Zen but the government has not floated any tenders in the recent times. As and when they float, we will be bidding for that and we will be hearing the good news.