Any thesis on the reinvestment of cash generated over these years? Any assumptions on Districts vertical (think coldplay) and any other new stream getting generated over these 10 years.
Also I think 15x (~31% CAGR) is not extremely optimistic (average case in my opinion) over 10 years, What is the TAM here?
- For Q-comm – all offline stores like Kiranas, electronics etc., e-commerce, shopping marts etc.
- For food delivery – with increasing traffic, women/men workforce participation, etc. factors
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