Initially i was excited, about this, however, then i realised, the 5 billion GMV part might not translate in Revenue, especially in the sourcing as service part , so need bit more clarity on this, if any of our member have any better understanding, kindly give us some sense.
Second point is, By 2027, they were suppose to be 2.5B with 1000cr profit , atleast that was the thesis, i was working with, and as per their guidance, is that they plan to increase 50dps in PAT margin every year, which should amount 4-4.5% PAT margin. Now it was kinda feels like delayed.
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