Good article, thanks for sharing and for your notes.
However the sectoral growth projection looks a bit stretched while the leader like Twilio is guiding for about 10% growth. But I agree there is secular growth runway in this sector.
Whats interesting is why market is giving could shoulder to RouteMobile inspite of good growth and some margin expansion. It would be good to understand, why. Mr market always is proved right.
Specific to India market share, it there a way to know who services largest of customer
oriented companies like Amazon India/Flipkart/ all major banks/ Zomato /major airlines, is it a clear split between Tanla and route mobile? Is it difficult to find it?
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