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Thesis: Ramco Systems: the story is balanced — Aviation sector capital spending and MRO software adoption rates - Ramco's differentiated aviation vertical drives…
Watch on earnings: Global air passenger traffic growth (IATA monthly data) - leading indicator for aviation MRO software demand, India and ASEAN GDP growth rates - Ramco's core geographic markets drive 60-70% of revenue, Enterprise software spending trends (Gartner IT spending forecasts) - tracks overall market growth for ERP/HCM categories.
One Sentence Summary:
Ramco Systems: the story is balanced — aviation sector capital spending and mro software adoption rates - ramco's differentiated aviation vertical drives 30-40% of revenue.
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