The narrated portfolio
The 104-slide portfolio, narrated end to end in 32:16. Choose a chapter, or a product line inside it, to play from that moment.
Every product in the plan: what it is, how it runs on the shared silicon, who buys it and what it contributes.
- 15 SKUs
- One chip
- SoC2 · 28 nm
Three kits on one chip: where the mandate acts, and where the concentration risk sits.
- ₹762 Cr
- 67.5% of FY2032
- 3 SKUs
Seven RGB cameras, two thermal cameras and two radars converge on the in-cab processor.
- 11 inputs
- 1 compute product
Selling the chip, not the vehicle: the highest margins in the plan, with no installation to fund.
- ₹194 Cr
- 17.2% of FY2032
- 5 SKUs
The highest revenue per unit in the portfolio: selling the work the product does.
- ₹88.7 Cr
- 7.9% of FY2032
- 2 SKUs
Capability, channel and a second cycle: sensors for where cameras fail, and robotics on the same silicon.
- ₹83.5 Cr
- 7.4% of FY2032
- 5 SKUs
What the fifteen do together: concentration, sequencing, operating domains, the margin ladder and demand headroom.
Transcript
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