If you look at the 2 year stack (for 2H21, add 2H21 YoY % change with 2H20 % change to smooth the impact of COVID), the last 2 quarters were quite positive IMO. If you assume 30% avge growth for the business they could easily grow 60%+ in 2H21 since they'll be lapping 0% from 1H21 and will benefit from pent-up demand and forward buying (which btw could spill over to 2H22). I'm no idea whether they'll actually grow revenues at that clip if they manage to grow revenues at say 40% in FY22 (they did +35% in 2018 and 34% in 2019) margins should improve nicely on fixed costs absorption
If you look at the 2 year stack (for 2H21, add 2H21 YoY % change...
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$9.40 |
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