Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

CITI on PB Fintech (Investor meet takeaways)
Buy, TP Rs 750
1) Gradual transition of core biz towards a phygital model is margin accretive
2) POSP’s margins will likely remain constrained at <10% over medium term
3) Medium-term EBITDA guidance of around 20% by FY2026-27E

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