https://twitter.com/CNBC_Awaaz/status/1578261159048011776
Summary
- Management expects 3-4% growth from their B2C foray
- Asset light franchise model
- Phase 1 – 200-250 collection centres in Maharashtra, Himachal Pradesh and Punjab
- Phase 2 – up-to 600 centres total, extending reach to West Bengal and Rajasthan
- Margins would be maintained
My take: B2G is still the mainstay. PPP wins and execution should drive the most growth. This is just icing on the top.
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