My initial question was on 5-5-5 strategy only, but i don’t think so it’s an eye-wash, at the same time it is not something exceptional either, however, the revenue will be around 2.5B coz that they have guided to achieve in FY 27 , so five years from now see it won’t be as low as 50% realization, even with the exisiting growth they should reach, 3-3.5B (given this FY24 is a downcycle year for the industry, so i presume it should be around 70-75%), in next 5years, @dm88 , since i don’t know. and can’t get definite sense of what revenue realisation of GMV will be, thought you would have already asked that to the management.
In the long run SAAS revenue is a good thing, this means high ROCE, and bottom line grows faster than the top line. Also having high ROCE is always a good thing. Even though High ROCE business are always attract competition, but in PDS case i think their moat will be quite stronger by the time market realises it strength and it ll be harder for the new company to breach. Hoping to hold this stock more than a decade, would like to be part of their journey as pallak seth asked too in the long run.
Anyways requesting our valuable members, if anyone can get in touch with management offline or may
be on the next con-call, it would be great to track their progress.(@Chins @Vineetjain111 )
Note: It was @Chins writeup which got excited me into this company. He has made wonderful write-up and detailed video about PDS. Thankful for that. As far as i know, there are three people i would follow to get a sense of PDS. chins, vineerjain, and sahil sharma. May be they no longer track this company, still i learned about this company , and ofcourse through concall too (especially pallak seth).
| Subscribe To Our Free Newsletter |
