Guidance of 20% CAGR for FY25-28. Despite a weak Q1 a strong order book and attractive valuations create a compelling case for upside as execution accelerates
Adding to the risk is extended monsoons. Besides long working capital days which they are trying to improve. And their conversion to cash of EBITDA is also needs to be watched for. Your input ?
Hi Faiz ... Nice to hear from you. ... Hope you are doing good.
Agree with all your points. You have identified real issues.
From our perspective, we are focused on Capacite meeting its FY26 guidance or not. If guidance is met then other there is leeway to be lenient with other issues. If guidance is not met in the first place then there is nothing left to discuss.
Adding to the risk is extended monsoons. Besides long working capital days which they are trying to improve. And their conversion to cash of EBITDA is also needs to be watched for. Your input ?
Thanks! Nice review. Appreciate what you are doing
Hi Faiz ... Nice to hear from you. ... Hope you are doing good.
Agree with all your points. You have identified real issues.
From our perspective, we are focused on Capacite meeting its FY26 guidance or not. If guidance is met then other there is leeway to be lenient with other issues. If guidance is not met in the first place then there is nothing left to discuss.