Unless traction in US picks up, growth can slow down going ahead, nos have held up so far due to India, Emea & inherent annuity business aiding. Ex-US geographies itself management has been clear, cannot sustainbly grow in size from wins in these geographies, already existing material Mx. I like the management but this is something that will be hard and needs to be shown in execution.
Entry multiples are seemingly very cheap today, however contingent on good growth playing out which has become unclear over past few qs due to lack of traction in US.
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