Hi ,

just a few questions to everyone. very spontaneous questions.

1. can anyone throw some light on the degree of operating leverage, matrimony might enjoy in the future. lets assume that they can double sales in the next 5-7 years. will this have a dis proportionate effect to margins and bottom line.

2. regarding the ad spends. will this increase in line with revenue in the future ? or will they remain static even if revenue was to increase ?

3. is there a possibility for matrimony to buy out any existing players or thats not part of their business model ?

4. can the business lose its charm or become redundant ?

5. A back of the hand calculation. On a revenue of 1000 Cr +(whenever they achieve this) , can they deliver a bottom line of close to 130-150 Crs, taking into account op leverage etc.

I said topline growth is lagging

Pat has grown much led by other income i.e. freight

Q3 results were decent as Other income saved them, but going forward topline growth need to be accelerate to continue momentum

We are in FY24, and the article was about FY23. Were smallcases’ returns good in FY23? FY24 must have been good for them. Also, some smallcases must have been performing relatively better compared to others across all time periods but others may have failed to deliver in FY23, so the overall performance is small. And, some smallcases may not have participated in the sectors which were going up, due to their methodologies on which the smallcases are built. And if there is no dearth of funds, particularly from US, cash can be burnt for years.

I think, there isn’t any difference between MFs and smallcases when it comes to non-performing periods, discretion or quant, manual or automated, some periods are dull, as the overall market is not conducive, and if selling is happening, they go under.

Just some views, invested in smallcases before, not subscribed now.

This company is in the business of various high growth electrification products not limited to EV chargers and hi tech electric. The good thing is the company is available at much better valuations than peers. Hoping to see this momentum continue.

Disc- Invested

A typical Indian is always away from subscription model. Bogus returns? okay some have signed up now. But past returns in no way promises future numbers to be same or closer – especially the previous green energy and PSU cases.