@dm88 Can you make detailed summary of your learnings and insights you have got at Investor day presentation.
Also, i am aware, that SAAS part of business earns in commission rather than the GMV itself, what i wanted to get a sense is that, how much of that 5 Billion dollar GMV, translates to revenue, Let’s say SAAS GMV CONTRIBUTED 1% of the total revenue, in the next 5 years, what could be that number.
As per second, point if we take 5% PAT margin as target in next five years means, if they add .5 percent every year, then i guess the PAT margin gets stagnated after 2-3 years right ?
Since they are platform business, i was presuming that the margins will improve, even though not at the pace it used to, still 2002-250bps makes huges difference in bottom line given their huge volume in nature of revenue.
(Although I am happy if they just maintain the margin, if not expanding after 5% on a steady basis, bcoz market likes the stable margin business - like a consistent compounder)
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