#vaibhavglobal great concall and guidance from management. My key take aways :
1. 16-18% topline growth + operating leverage in short term. 15-17% in 2-4 year medium term.
In between lines: management is super conservative, underpromise and over deliver.
1. 16-18% topline growth + operating leverage in short term. 15-17% in 2-4 year medium term.
In between lines: management is super conservative, underpromise and over deliver.
2. After US and UK, expanding to Germany. Opportunity size larger than UK. 2B$ revenue for top 2 players. 2M$ capex & 3-5M$ opex loss in 1st yr. Break even in yr 3.
In between lines: revenue growth to accelerate in medium term. Germany will become larger than UK.
In between lines: revenue growth to accelerate in medium term. Germany will become larger than UK.
3. Management has set ambitious target to 18x the order volume !!!!! In next 10 years.
Im between lines: high topline growth in next 10 years. Even if order value goes down 2x from now, this implies 25% cagr in topline for next 10 years. Amazing 🎯 #vaibhavglobal has taken.
Im between lines: high topline growth in next 10 years. Even if order value goes down 2x from now, this implies 25% cagr in topline for next 10 years. Amazing 🎯 #vaibhavglobal has taken.
@nid_rockz fyi since you seem to be interested in the company. 😁
Disc: invested and this is not investment advice.
Disc: invested and this is not investment advice.
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