Yup, heard the last 2 concalls. Mgmt. seemed very optimistic.
However, to understand if the optimism is well placed, we should study more on industry from various sources/perspectives to get a well rounded view.
If you come across anything please share.
On the EBITDA front, yes we should see subdued margins for next few quarters or probably a year or 2.
It takes time to integrate a acquisition.
As highlighted by Admin and moderators please refrain from saying things such as “It may become a 5 Bagger in next 5 years from these levels.”
That may cause naive investors to invest without understanding much on business/industry and that’s not what we are trying to achieve at VP.
Concentrate more on providing facts and information about company/industry/competitors etc.
If you have worked on revenue/EBITDA/PAT estimates for next few years, that would be great to share i think.
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