As we discussed in the last blog, Indian Economy crrently is sort of struggling and needs a little bit of boosting through policy initiatives and other measures.Since perception is reality,it is the image and brand of India which needs refurbishing.Our major tech sectors can be very effectively deployed to do this,if international investors feel secured putting money here!
T&M industry serves mainly the technology sectors.If these sectors themselves dont grow the derivative T&M industry tends to struggle more.The T&M industry can be very effective in helping make the user industry create solutions and grow their span offer.This will in turn support the growth of T&M market as well.Looks a little "missionary" in words,but T&M industrys role has always been critical-helping users design and produce their products better.
Another way we in India can create bigger T&M pie. And that is creative consolidation of smaller T&M companies in niche areas and geographies to merge.That is a little more involved work today,as all these companies are slogging to somehow survive the overall setback in Defense,Telecom and other major businesses.Here we need to see geographic profile of box T&M players and encourage them to consolidate for better scale.Likewise we need to consolidate T&M companies in the Power,Educationand Railways sectors.The interesting thing is the T&M companies see the opportunities in these businesses but dont have strength financially,or market support wise.Sector consolidation will help immensely.Some of them will get a rerating in the stock market where they are listed few years back and languishing now!
I definitely think the industry has to write their new course off the inflexion point.It cant just depend upon a residual market of portables.That area is highly commoditised and cant support so many Global and scattered Indian Companies.T&M always works on the 1X10 principle (Instruments should be 10 times more precise than the target). I am sure we will rise to the occasion as the opportunity is now!
T&M industry serves mainly the technology sectors.If these sectors themselves dont grow the derivative T&M industry tends to struggle more.The T&M industry can be very effective in helping make the user industry create solutions and grow their span offer.This will in turn support the growth of T&M market as well.Looks a little "missionary" in words,but T&M industrys role has always been critical-helping users design and produce their products better.
Another way we in India can create bigger T&M pie. And that is creative consolidation of smaller T&M companies in niche areas and geographies to merge.That is a little more involved work today,as all these companies are slogging to somehow survive the overall setback in Defense,Telecom and other major businesses.Here we need to see geographic profile of box T&M players and encourage them to consolidate for better scale.Likewise we need to consolidate T&M companies in the Power,Educationand Railways sectors.The interesting thing is the T&M companies see the opportunities in these businesses but dont have strength financially,or market support wise.Sector consolidation will help immensely.Some of them will get a rerating in the stock market where they are listed few years back and languishing now!
I definitely think the industry has to write their new course off the inflexion point.It cant just depend upon a residual market of portables.That area is highly commoditised and cant support so many Global and scattered Indian Companies.T&M always works on the 1X10 principle (Instruments should be 10 times more precise than the target). I am sure we will rise to the occasion as the opportunity is now!
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