Agreed on all the points about the business. Clearly a high quality business they are running and Mr Balwa is no doubt extremely qualified to run it.
Just want to highlight on growth guidance bit that Mr Balwa has missed the previous guidance and then even refused to admit that they gave a wrong guidance in the latest conference call. Compare jul 2023 concall with jun 2024. The earlier projections were of 30% growth and “golden period” with 60% growth to happen in FY25 and FY26 respectively. That has shifted by a year.
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