Good stuff Findi! This opens up alot of opportunities. Redleafs research commented that findi believes they can knock off 50% of the cost base of companies they acquire, so expect to see some presentations of acquisitions with juicy synergies coming through. Time to deploy the piramal cash.
Also love the reference to the 40k touch points we have with commerce in India between the ATMs and findipay. Findipay will generate amazing leads for us in telling where high traffic areas of people are that are still in the cash economy using findipay merchants. Surely the top 10k findipay earning stores will have an ATM popping up next to them within a couple of years. Maybe even free rent for us as the shopkeepers will be happy with even futher foot traffic to their stores.
So many organic and inorganic routes to growth, bearing in mind the market cap hasn't even reflected the sbi 250m ebitda contract fairly yet imo let alone whats on the near term horizon.
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