Thanks for bringing up the company, seems like what could be an interesting growth story ahead if the management delivers. I found this interview interesting around the IPO time
Robu.in interviewed on CNBC Awaaz | CNBC News | Robu.in
Overall, a few positives that came to mind were:-
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Yes inventory management is a risk but it would also be the strength of the business. Maintaining such a diverse portfolio would require experience in the space which the first mover in the country should benefit from
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Margins here could expand long term due to operating leverage as growth comes in
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This could be a high growth market ahead with thier product portfolio and in the short history the young founders have already built up a decent product portfolio
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Growth could come in from not only customer addition but also maturing of existing customers.
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Large number of employees on LinkedIn and thier profiles look decent + Glassdoor reviews seem alright
Discl : Invested in self and family accounts and biased
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