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SWOT Analysis

Strengths

  • Strong and strategic partnership with Foxconn

  • Offers comprehensive suite of solutions in IT Service business

  • Strong presence in DACH and EE countries

  • Has diversified clients and is present in multiple geogrpahies, minimising concentration risk

Weaknesses

  • A large part of revenue accrues from IT Services segment, which is a low-margin business and has low pricing power

  • Lacks a scalable platform

  • Avionics, one of its target IoT markets, is witnessing a rough phase due to travel restrictions

Opportunities

  • Has a strong presence in medical and transport segments of IoT market, which are expected to grow well

  • Has sufficient liquidity and balance sheet strength to undertake acquisitions in current market where valuations are attractive

  • Margin expansion, as focus shifts to higher margin IoT segment and proprietary products

  • Expanding presence in China, one of the fastest-growing IoT markets

Threats

  • A relatively small player in the IoT market and could be hard pressed to defend its turf if a larger player enters its segment

  • Dependent on Asia for hardware manufacturing and China for raw material. Geopolitical tension in the area could impair its supply chain

  • Aggressive acquisitions could drag company’s prospects if not properly synergized

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