2x+ PAT by FY27 at a CAGR of 50%+. Undemanding forward valuations. Downward revision of guidance is a red flag. Leadership transition needs to be watched closely
Strong analysis of SG Finserve's supply chain financing model - particularly insightful how you've highlighted the dealer financing concentration and the anchor program dynamics. The guidance execution risk amid leadership transition is a crucial watchpoint. TCLM examines similar trade credit and working capital patterns from an operational perspective, you might find it useful.
Strong analysis of SG Finserve's supply chain financing model - particularly insightful how you've highlighted the dealer financing concentration and the anchor program dynamics. The guidance execution risk amid leadership transition is a crucial watchpoint. TCLM examines similar trade credit and working capital patterns from an operational perspective, you might find it useful.
(It’s free)- https://tradecredit.substack.com/