I agree it’s a nice asset light, scalable business with very good margins. But one thing that has been bugging me is this:
What if tomorrow, someone like a GLG enters India in a big way? Where would that leave Infollion? For a corporate as well as an ‘expert’, wouldn’t it be much more beneficial to work with an international player like GLG rather than Infollion? Anyway, I guess GLG already fishes in Indian waters, ’cause I remember having been contacted by GLG to serve as an expert for some client of theirs (couple of years ago).
At the lower end there might be smaller players at cheaper rates, but to me that also doesn’t seem to be as much of a threat as compared to the prospect of someone like GLG coming in. What would give Infollion a right to win in such a scenario? Sadly, I missed their analyst call to ask this question.
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