just got off presentation I am at work confident catch every word but my takeaways
- 24/25 was a transformational year massive growth accross the board on products customers staff management and systems - all ready to scale
- currently second largest white label business in Indian - received 1000 new leads in last 30 days for example
- 25% of income already digital well ahead of forecast
- No 1 ATM business in India with best margins
- increase in interchange fees with substantially increase next fin year margins as they only applied from 1 May
Pending News
- BC Max Centres set to expand 25 now - update expected to be announced very soon
- New contract tenders pending expected to be announced 30 - 40 days - they were extremely confident in essence saying this will be contract growth and then toned it back by saying we'll all going well but expected
- Update in IPO in 60 days aiming to occur 2nd half 2026 and focus now is smashing our growth based on the new products via acquisition and contract expansion
- Guidance in July same time frame as last year
I did love the very steady consistent approach to growth they are showing they are confident and delivering - nailing this years numbers to guidance will be useful when they spit out a much higher guidance in July people will bank on it
FND Price at posting:
$4.78 Sentiment: Buy Disclosure: Held
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(20min delay)