Shivani Nyati of Swastika Investmart highlighted that TBO Tek distinguishes itself through its modular and scalable proprietary technology platform. She noted that this capability enables the company to generate and leverage valuable data assets while maintaining a capital-efficient business model.
Furthermore, Nyati mentioned that the company has shown a strong financial turnaround since FY21, demonstrating consistent growth over the past two fiscal years. However, she cautioned that potential risks warrant careful consideration. According to her, the company relies on a limited range of suppliers and third-party systems, which could create vulnerabilities. She also pointed out that the tourism industry is highly sensitive to external factors and intensely competitive.
