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Ann: FY24 Full Year Results Presentation, page-11

  1. 52 Posts.
    lightbulb Created with Sketch. 55
    Agree.
    Forward guidance for 20% revenue growth and double digit EBITDA is flagging next years numbers to look this years growth. I read double digit in this context as not meaning, 10-12%, it means like 20-30%. Leverage and scale on the cost base were key thematics, and we saw EBITDA grow by more than revenue this year.
    Re-based against this years numbers with a full tax rate applied, I wouldnt be surprised to see EPS growth north of 20% next year on a very undemanding multiple.

    Suspect we might hear this on the call and see a reversal on the market sentiment.
 
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