Company is doing 20% growth every quarter since last 7-8 quarters, will do 20%+ USD in FY24 as well, FY25 they will hit 1.5B. In tough macro conditions if they can deliver growth, wonder what can happen if the skies get clear someday
Reverse DCF bakes in 10-12% growth with terminal multiple of 15. This has all the characteristics of a compounder business which can grow 18-20% CAGR in next 5 years, but still available at 30-35 PE.
Disc: Invested
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