Thank you @aadhar.aggarwal for the detailed write up to start this thread. This company showed up on one of my screeners and seems to be be quite an interesting business. They have a consulting approach in regard to their clients needs. From the latest con-call the management has guided for 25% organic growth and even provided a ‘North Star’ sort of revenue target of 1000cr that they hope to achieve in the future. They also clarified that they are not averse to partnering with other tech giants, it just so happens that Microsoft products are best in class right now with adoption growing faster than the market. Their own product could be a growth trigger in the future as well as any inorganic growth by way of acquisition.
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