Yeah. I heard it too. But it’s like saying in a coin toss, I pick heads but if tails comes up, I pick tails. If they deliver returns, their estimates were right. If not, well, they did say “lumpy”. It’s because they’re not confident of the stickiness of their clients. The reason for that being they aren’t applying resources to analyze the churn of the clients and reasons behind it.
In another way, here’s a subjective question: Should a 500cr company know what they’re going to make in topline in the next 12-24 months? Does E2E know?
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