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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence POLITICAL ECONOMY | PART 1: THE TELECOM TEST The Sangh’s Costliest Blunder: Keeping Narendra Modi in the Chair After Demonetisation and a Trail of U-Turns Two private giants, one state-propped survivor, roughly ₹3.22 lakh crore in announced BSNL revival and support packages (spectrum allocation included), and ₹1.41 lakh crore of AGR dues still on the books: telecom shows what happens when one man’s brand becomes the party’s only policy. This is an argument against Narendra Modi, not against the BJP. SYNOPSIS India’s telecom market has narrowed from a messy but real plurality into two dominant private networks, one weak private survivor kept alive by government equity, and a public operator that has needed about ₹3.22 lakh crore in announced support packages and spectrum allocations, not all of it cash. The 2010 spectrum auctions that started the debt spiral were a UPA-era event, and we say so plainly. But a ...
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Rolta India Ltd
CMP: Rs.138.90
The Company is a leading provider of innovative IT solutions for many vertical segments, including federal and state governments, defence/HLS, utilities, process, power, financial services, manufacturing, retail, and healthcare. 

The Company is recognized for its extensive portfolio of indigenous solutions based on field-proven Rolta IP tailored for Indian defence / HLS. 

By uniquely combining its expertise in the IT, engineering and geospatial domains, the Company develops exceptional IP-based cloud-ready solutions to enable its customers globally to readily exploit the power of BI, big data analytics, and IT-OT fusion. 

Rolta India Ltd is a multinational organization headquartered in India. It operates from over 40 locations worldwide and has executed projects in more than 45 countries. 

 Rolta India Ltd recently announced that its eGovernance solution implementation has received the prestigious eGovernment Excellence Award 2015 from the Government of Bahrain. Winners of the eGovernment Excellence Award 2015 were honored by Deputy Prime Minister and the Chairman of the Supreme Committee for Information and Communication Technology, Shaikh Mohammed bin Mubarak Al Khalifa.

 Meanwhile, the Rosen Law Firm announced that it is investigating potential securities claims on behalf of investors of Rolta India Limited's Delaware-issued 2018 and 2019 corporate bonds resulting from the recent report revealing that Rolta may have fabricated reports to conceal that it had overstated its EBITDA.

Moreover, the P/E of Rolta India Ltd is only 2.69 against the Industry P/E of 22.39. A decent P/E re-rating of 15 can take the scrip above Rs.500 (five hundred), after suitable discounting. Hence, at Rs.136-139, it remains a STRONG BUY.

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