i asked Dr Rajen a few weeks ago regarding the robots given they are an industrial application in terms of whether any benefit outside APAC would all go to GICC rather than HCT if for example they were rolled out to US airports
he said given HCT had introduced the robots if they get rolled out globally the revenue would be shared between HCT and GICC
so revenue coverage is:
- sanitizer HCT globally
- balm HCT / GICC shared globally
- M3 industrial, HCT APAC only, other parts of the world GICC only
- Time robots , HCT/GICC shared globally
so if GICC make progress in US with govt and industrial applications there is a knock on benefit to HCT where it leads to introduction of robots
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