One metric from my analysis that I think is interesting:
As at the end of Q1 FY22 (3 months ago now), there were 53,904 units which had been ordered by Zoleo JV, but not yet shipped and invoiced. There were an additional 38,960 units ordered in Q2 FY22. We do not yet know how many units were shipped and invoiced in Q2, but the above analysis tells me that Beam and the Zoleo JV expect a huge increase in demand over the next 2-3 quarters from the 9550 units shipped in Q1. Even if units shipped doubled to 20,000 units per quarter, this would not make much of a dent on the total orders not yet shipped. Normally, units are delivered between 1 and 3 quarters from ordering, so this tells me that even 20,000 shipped / quarter is going to be a lot less than what is likely to happen over Q3 and Q4.
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