AmaraRaja has got huge market share in Telecom Idustry. Every cell site provides 2 to 4 hours of battery backup to provide power in case of electricity failure. The replacement cycle here is about 2 years. They have been lead supplier to this indusrtry since 1998-99.
Also there is a huge expansion going on in Mobile communication industry. Every operator is planning to increase cell sites by almost double in next 12 months.
Also there is a big tender coming up under UOF i.e. universal obligation fund which is suppose to provide subsidy for rolling out about 8000 sites in the villages where there are no means of communication. Tender is likely to be out very soon.
Each of this site is suppose to be built by infrastructure provider under tender. they can be likes of any of the existing operator/ gil infra/ american towers/ essar group etc. However, the same site infra will be shared by minimum of three operators.
Each of this site will require huge amount of battery back up as the power situations at these places is likely to be horrible. Also the capacity of battery bank is going to be high as they have to support three operators.
The only word of caution is the margin may be low as this will be bulk supplies to the infrastructure builder.
AmaraRaja is going to benefit a lot. the second company is going to be HBL, though their market share till date is not very high.
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